Wealth Management Administrator

Adviser Support Administrator

Financial Services | Southampton | Hybrid (1 day WFH)

Is this your next job Read the full description below to find out, and do not hesitate to make an application.

CAP Resourcing is proud to be working with a well-established financial planning business in Southampton who are looking to appoint an Adviser Support Administrator to join their growing team.

This is a key support role, working closely with Financial Advisers to ensure clients receive a professional, compliant and personable financial planning experience.

To be successful in this role, you will be:

• Highly organised with strong attention to detail
• Confident in written and verbal communication
• Comfortable working independently and as part of a team
• Able to manage multiple tasks and varying workloads
• IT-literate with solid Microsoft Office skills

Desirable (but not essential)

• Experience within a financial services environment
• Knowledge of investment products such as ISAs, pensions and bonds
• Experience using CRM systems and investment platforms
• Willingness to work towards a regulatory qualification (no qualifications required initially)

What’s on Offer

• Competitive salary xwzovoh
• Contributory pension (5% employee / 5% employer)
• 20 days holiday plus bank holidays (rising to 25 with service)
• Group medical benefits
• Death in service (4x salary)
• Permanent health insurance
• Flexible working arrangements

If you’re looking to develop a long-term career within financial services in a supportive, professional environment, we’d love to hear from you.