Are you looking to kickstart your career in financial services?

Do you have strong communication and organisational skills with a proactive, can-do attitude?

Juice Recruitment is delighted to be supporting a well-established and reputable professional services company based in central Bath, in their search for a Wealth Management Administrator.

This is an exciting opportunity to join a dynamic team, providing key administrative support to Financial Planners and the Operations team, while ensuring excellent service to clients.

The role offers long-term career development and further training opportunities within a supportive and professional environment.

DAY TO DAY:

• Act as the first point of contact for client and product provider queries via phone and email.
• Prepare financial planning reports and standard letters, such as letters of authority and change of authority.
• Liaise with product providers to gather pricing and policy details.
• Maintain accurate client records and support onboarding processes.
• Assist with general office administration, including filing, scanning, and managing post.

WHAT WE WOULD LOVE TO SEE:

• Proficiency in MS Office (Word, Excel, Outlook).
•  A minimum of 5 GCSEs (grades A-C) including Maths and English. • Strong communication skills, both written and verbal.
• Highly organised with excellent attention to detail.
• A proactive and adaptable approach to work.
• Prior administrative experience or a keen interest in financial services.
• Ability to produce accurate and timely documentation.

IN RETURN:

• 25 days holiday plus bank holidays.
• Holiday buy and sell scheme.
• Life assurance and income protection.
• Private medical care and group pension scheme.
• Employee discount schemes.
• Additional volunteering days.
• Vehicle and tech schemes.
• Employee recognition programmes and regular social events.

This is a fantastic opportunity to develop your career within financial services, in a company that truly invests in its people.

Apply today to be considered for this exciting role!