IRCFS - International Recruiters - Connecting Financial Specialists Limited
Wealth Management Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Wealth Management Administrator
Wealth Management Administrator
London | Hybrid Working | £35,000–£36,000 + Excellent Benefits
A leading and growing Wealth Management firm is seeking a seasoned Wealth Management Administrator to join their expanding team.
This role presents a fantastic opportunity for someone with a strong foundation in IFA/Wealth Management administration, who thrives in a dynamic work environment and is committed to delivering exceptional client service and operational support.
About the Opportunity
This position will be heavily focused on producing Annual Review Packs with precision and efficiency. The successful candidate will work closely with Financial Advisers, maintaining the high standards necessary in a busy business while supporting a tight-knit administration team.
The role will require collaboration with colleagues, sharing knowledge, and contributing to continuous improvements in processes.
Key Responsibilities
- Prepare and produce high-quality Annual Review Packs accurately and within agreed deadlines.
- Deliver comprehensive administrative support to Financial Advisers.
- Process new business, client reviews, servicing activities.
- Maintain accurate client records and documentation.
- Collaborate with providers, clients, and advisers to ensure exceptional client service.
- Ensure compliance and regulatory requirements are consistently met.
- Support team members and foster an efficient, productive work environment.
- Identify opportunities to enhance administrative processes and client experience.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements
Applicants must have prior experience working in a UK Wealth Management, Financial Planning, or IFA firm.
Essential Skills:
- Proven Wealth Management/ IFA Administration experience.
- Strong understanding of Financial Planning administration processes.
- Experience producing Annual Review Packs is highly desirable.
- Exceptional organisational and time-management skills.
- Highly detailed-oriented with impeccable accuracy.
- Strong communication and interpersonal skills.
- Ability to juggle multiple priorities in a fast-paced environment.
- Proactive mindset and a genuine commitment to supporting clients and colleagues.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Salary & Benefits
- Base salary: £35,000–£36,000 (dependent on experience).
- Hybrid working model following initial onboarding (typically three in-office days during training).
- Group Life Assurance (4× salary coverage).
- Workplace Pension Scheme.
- Income Protection.
- 25 days annual leave (progressively increasing with service).
- Healthcare and Health Cash Plan options available.
- Excellent long-term career progression within a thriving Wealth Management business.
Note: This is a confidential appointment – further details will be shared with shortlisted candidates.
Interested? If you have current or recent UK Wealth Management administration experience and would like to explore this opportunity further, please reach out for an initiatory discussion.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location