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Wealth Management Administrator

  • Manchester, Greater Manchester, Manchester
  • Permanent
  • Negotiable to around £35,000 plus great benefits package

Job details.

Wealth Management Administrator - Manchester - to £35,000 plus Bonus and Benefits

MBF is currently working with a trusted client of ours who specialise in providing Financial Planning & Investment Management services to UHNW individuals and families. The company are one of the most exciting Wealth Managers around right now and have multiple offices and over £1Bn FUM. 

The role: 

  • The company are looking for an experienced, intelligent Administrator with excellent communication skills who can complement an important team in Manchester, working alongside a Technical Paraplanner and Investment Analyst to support the Wealth Managers. Ideally the person will be from a financial planning, private banking or wealth management background and will have started their studies towards the Diploma Financial Planning (although not essential) 
  • Responsibilities will include; liaising with HNW clients, processing new business, prepare valuation packs, run workflow, meeting preparation as well as a number of other administrative duties.
  • For those looking to progress, there will be plenty of opportunities to do so within the business, who will also offer full support for progression towards professional qualifications

On offer: 

  • Salary is completely dependent on experience and they have a fantastic package including considerable benefits package including 30 days holidays plus BH, 8% Pension, Share incentives, study support and Bonus.
  • The company are willing to pay what it takes to attract the best candidate, but as a rough guideline, salary will be between £25,000 to £35,000


  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

David Everingham

Director - Financial Services

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