Administrator Support – Finance & Wealth Management 

Location: Leicester

Salary: £24,000

As a well-established wealth management firm, Willday Wealth Management is seeking a highly organised and proactive Financial Services Administrator Support to support our advisers and ensure the smooth day-to-day running of the office.

This role is ideal for someone with strong administrative skills, excellent attention to detail, and a professional, client-focused approach. It offers a great opportunity to build a career within the finance and wealth management sector.

You will play a key role in supporting client interactions, managing documentation, and assisting advisers with administrative processes to ensure a seamless client experience.

Key Responsibilities:

• Answering incoming phone calls and acting as the first point of contact for clients
• Welcoming clients into the office and preparing meeting rooms and refreshments
• Managing incoming and outgoing post, including trips to the post office
• Scanning, organising, and uploading documents to internal CRM systems
• Monitoring shared inboxes and responding or redirecting queries as required
• Liaising with providers to chase outstanding information
• Processing letters of authority and organising policy documentation
• Supporting advisers with post-meeting administration and client file management
• Preparing annual review documentation, including:

• • Portfolio valuations
  • Fund performance and information
  • Cashflow reports (where required)

• Assisting with submissions through internal systems and simple online processes

About You:

The ideal candidate will:

• Have excellent organisational skills and strong attention to detail
• Be confident communicating via phone, email, and in person
• Be professional, personable, and client-focused
• Have the ability to prioritise and manage multiple tasks efficiently
• Be comfortable using systems and handling sensitive information securely
• Have good working knowledge of Microsoft Office

Previous experience or knowledge of financial services is beneficial but not essential.

What Willday Offers:

• £24,000 salary
• 28 days holiday (including bank holidays)
• Additional holiday per year of service (capped at 5 days)
• Option to carry over up to 3 unused holiday days
• Workplace pension (5% employee / 3% employer via True Potential)
• Free DMU gym membership
• Supportive team environment within a growing business