Job Description

We are a dynamic and growing

wealth management firm

providing comprehensive financial advice to both individuals and businesses -- across the UK and internationally. With offices in

Market Harborough and Dubai

, we work with a diverse client base including business owners, professionals, and expatriates.

We are currently seeking an

Administrator

to join our team, playing a pivotal role in supporting our Wealth Managers and delivering an exceptional experience to our clients. The ideal candidate will bring experience from the financial services sector, thrive in a fast-paced environment, and enjoy being at the heart of client communication -- whether in person, over the phone, or by email.

This position offers an excellent opportunity for someone looking to build a career in the Wealth Management industry. You'll gain exposure to both UK and international markets, with strong prospects for growth within a collaborative and supportive team.

Key Responsibilities:

Deliver a first-class experience to our clients -- from Business Owners and Directors in the UK to international clients based in Dubai. Liaise with clients and third parties via email and telephone to gather information, schedule meetings, and manage ongoing communication. Prepare client meeting packs, sign-up forms, and annual review documentation. Submit new business cases, ensuring accurate recording and compliance with internal and regulatory standards. Draft and proofread client correspondence, proposals, and review letters. Collaborate closely with our paraplanning and advisory teams to ensure smooth case progression. Assist with the management and preparation of content for our social media channels.

Required Skills:

Previous administration experience, ideally within a professional environment Exceptional attention to detail and accuracy. Strong written and verbal communication skills. Proactive, organised, and confident working independently. A natural relationship builder who enjoys client interaction. Comfortable working in a fast-paced, professional environment.

What We Offer:

Support for

professional qualifications

and ongoing development. 22 days' holiday plus bank holidays (increasing with service).

Flexible start/finish times.

Competitive remuneration package. Collaborative and friendly work environment. Pension and performance incentive schemes.
Job Types: Full-time, Permanent

Pay: Up to 28,000.00 per year

Benefits:

Flexitime On-site parking
Work Location: In person