Financial Services Administrator , Wealth Management , Wellington

Job Description TheCompany:OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation.TheRole:TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinFinancialServicesAdministration - ideallywealthmanagementorfinancialplanning.TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning,FundSwitchesandTransferInstructions.TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvitationsandinvitationstoclientevents.TheFinancialServicesAdministratorwillmanageClientqueriesandattendclientmeetingsonoccasiontotakenotesandfollowuponactions.TheFinancialServicesAdministratorwillalsohavetheopportunitytolearntheclientsystemsincludingIntelligentOfficeTheCandidate:1/2yearsminimumexperiencewithinasimilarAdministrationorClientAdminsupportrolewithinFinancialServices.ORarecentgraduateinterestedtoworkwithWealthPlanning.Arealinteresttoworkinthewealthmanagementsector.Excellentattentiontodetail,andcapableofworkingtofixeddeadlinesinafast-pacedenvironment.Well-developedinterpersonalskills,andteamplayerProficientinITSkillsandcompetentintheuseofMSOfficesoftwareJBRP1_UKTJ

Created: 2026-03-11