Wealth Administrator
CV-LibrarySK4, Heaton Moor, Borough of StockportpermanentPosted: 27 May 2026
Apply NowJob Title: Wealth Administrator Location: Stockport Salary: [£26,000]
Company Overview: A growing independent financial planning firm is looking for a motivated Wealth Administrator to join its close-knit team. This is an excellent opportunity for an administrator who wants to start and build a long-term career within wealth management and financial planning.
The business offers genuine career progression, with the successful individual being developed over time into a Paraplanner and ultimately a Financial Adviser.
You’ll gain hands-on exposure across the full financial planning process while working closely with experienced financial advisers in a supportive and collaborative environment.
Key Responsibilities:
* Supporting advisers with client administration and advice implementation
* Preparing client documentation and annual review packs
* Managing and maintaining accurate client records
* Liaising with providers to obtain valuations and illustrations
* Handling client and provider queries via phone and email
* Processing fund switches, withdrawals, and client updates
* Supporting compliance and back-office administration
* Assisting with general office and operational duties
Requirements:
* Strong organisational skills and attention to detail
* Professional communication and relationship-building skills
* A proactive and team-oriented attitude
* Interest in investments, financial markets, or financial planning
* Desire to learn and progress within wealth management Previous financial services administration experience is beneficial but not essential.
Why Join?
* Structured long-term career progression
* Opportunity to progress into paraplanning and financial advice
* Close mentorship from experienced professionals
* Broad exposure across wealth management and financial planning
* Supportive and collaborative team culture
* Genuine opportunity to build a lasting career within the industry
Apply now for immediate consideration
Company Overview: A growing independent financial planning firm is looking for a motivated Wealth Administrator to join its close-knit team. This is an excellent opportunity for an administrator who wants to start and build a long-term career within wealth management and financial planning.
The business offers genuine career progression, with the successful individual being developed over time into a Paraplanner and ultimately a Financial Adviser.
You’ll gain hands-on exposure across the full financial planning process while working closely with experienced financial advisers in a supportive and collaborative environment.
Key Responsibilities:
* Supporting advisers with client administration and advice implementation
* Preparing client documentation and annual review packs
* Managing and maintaining accurate client records
* Liaising with providers to obtain valuations and illustrations
* Handling client and provider queries via phone and email
* Processing fund switches, withdrawals, and client updates
* Supporting compliance and back-office administration
* Assisting with general office and operational duties
Requirements:
* Strong organisational skills and attention to detail
* Professional communication and relationship-building skills
* A proactive and team-oriented attitude
* Interest in investments, financial markets, or financial planning
* Desire to learn and progress within wealth management Previous financial services administration experience is beneficial but not essential.
Why Join?
* Structured long-term career progression
* Opportunity to progress into paraplanning and financial advice
* Close mentorship from experienced professionals
* Broad exposure across wealth management and financial planning
* Supportive and collaborative team culture
* Genuine opportunity to build a lasting career within the industry
Apply now for immediate consideration