Wealth Management Administrator
Adaptable Recruitment

Liverpool, Merseyside
•6 hours ago
•No application
About
Wealth Management Administrator Location: Liverpool (Hybrid)Hours: Flexible - Full time or minimum 25 hours per weekSalary: £26,000 - £28,000 (DOE)Job Type: Permanent An established and highly regarded wealth management practice based in Liverpool is looking to appoint an experienced Wealth Management Administrator to join their close-knit and supportive team. This role would suit someone seeking a stable, long-term position within a professional financial services environment, where consistency, quality of work, and strong client relationships are valued. The practice supports high-net-worth individuals and business owners and is known for its excellent workplace culture and collaborative approach. The Role You'll play a key role in supporting advisers and ensuring a smooth client journey, with responsibilities including: Providing high-level administrative support within a wealth management / financial services environment Preparing client documentation, reports, and portfolio review packs Producing accurate meeting notes and follow-up correspondence Handling client and provider queries with professionalism Using and maintaining CRM systems Diary management and coordination Supporting the wider team through proactive organisation and strong attention to detail The Person This role will suit someone who: Has proven experience in financial services administration (wealth management, IFA, SJP or similar is essential) Enjoys being a reliable, consistent point of support within a team What's on Offer £26,00
Adzuna



