Job Title

Wealth Management AdministratorBristol | Financial Services | Full or Part TimeBurgh Recruitment is supporting arespected wealth management firmbased in Bristol in their search for an experienced Wealth Management AdministratorThis role is ideal for someone with financial services admin experience who enjoys supporting advisers and delivering excellent client service.Key responsibilities:Providing administrative support to Financial PlannersProcessing new business, valuations, illustrations and policy changesLiaising with providers and platformsPreparing client review packs and documentationMaintaining accurate client and compliance recordsRequirements:Previous experience in wealth management or IFA administrationStrong organisational skills and attention to detailConfident communication skillsExperience with back-office systems and platforms (desirable)Whats on offer:Stable, well-established firmSupportive team environment(c)£35,000 depending on experienceTPBN1_UKTJ