Wealth Management Administrator

Cirencester | Financial Services | Wealth Management Burgh Recruitment is working with a respected wealth management firm in Cirencester that is looking to hire an experienced Wealth Management Administrator. This role is ideal for someone with financial services admin experience ( ideally for a St. James's Place Partner Practice) who enjoys supporting advisers and delivering excellent client service. Key responsibilities: Providing administrative support to Financial Planners Processing new business, valuations, illustrations and policy changes Liaising with providers and platforms Preparing client review packs and documentation Maintaining accurate client and compliance records Requirements: Previous experience in wealth management ( ideally for a St. James's Place Partner Practice) Strong organisational skills and attention to detail Confident communication skills Experience with back-office systems and platforms (desirable) Whats on offer: Stable, well-established firm Supportive team environment Competitive salary depending on experience Hybrid working pattern available TPBN1_UKTJ

Created: 2026-02-05