Job Description

Overview

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Wealth Management Admin – Liverpool (Hybrid)
n Job Type: Full-time or Part-time (min. 25 hours per week)
n Salary: £26,000 – £28,000 per year
n Location: Liverpool (Hybrid working available)

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A well‐established and growing Wealth Management Practice is seeking a motivated Wealth Management Assistant to join its supportive and qualified team. This is an excellent opportunity for an experienced administrator to develop their career within a fast‐paced, client‐focused financial services environment. The practice consists of a small team of financial advisers supported by an experienced administration function. They specialise in providing high‐quality financial planning services to high‐net‐worth individuals and successful business owners.

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The Role

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As a Wealth Management Assistant, you will provide essential support to advisers and clients, covering a wide range of administrative and operational duties, including:

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- Delivering comprehensive administrative support to advisers and wider colleagues
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- Managing and preparing key data for client reports and portfolio reviews
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- Producing meeting packs and writing follow‐up client meeting notes
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- Handling client and provider enquiries via phone, email, and letter
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- Managing and updating the Practices CRM system
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- Diary management for senior team members
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- Processing current business and liaising with relevant external administration teams
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- Ensuring the smooth day‐to‐day running of the practice through proactive organisation and attention to detail
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Full training is provided, with clear opportunities for progression and professional development.

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The Person

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The ideal candidate will have:

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- Previous experience within an administrative or office support role
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- Financial services experience (Wealth Management, IFA, etc.) – desirable but not essential
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- Excellent customer service skills and the confidence to build strong client relationships
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- Strong IT skills, including Microsoft 365 and the ability to learn new systems quickly
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- High attention to detail and strong problem‐solving abilities
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- Excellent written and verbal communication skills
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- Strong organisational and time‐management capabilities
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- A professional, discreet, and proactive approach
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Benefits

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- Competitive salary: £26,000–£28,000
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- Flexible working hours (25–35 hours per week)
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- Hybrid working
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- Company pension
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- Long‐term career development within a respected wealth management workplace
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If you are an organised, proactive administrator looking to grow your career in a professional and supportive wealth management setting, we would love to hear from you.

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📌 Wealth Management Administrator (Liverpool)
🏢 Rgh-Global
📍 Liverpool