Administration Assistant - Wealth Management Are you looking for a dynamic career in financial planning? Are you ready to dive into the world of wealth management, gain hands-on experience, and make a real impact from day one? If so, I want to speak to YOU about this Administration Assistant opportunity Thornbury Recruitment are on the lookout for motivated, detail-oriented individuals who are eager to build a strong foundation in the financial services industry. Whether you’re fresh out of university, changing careers, or looking for a role that offers both growth and purpose - this is the opportunity you’ve been waiting for What’s on offer: Full Training & Support - No experience? No problem You will be provided with comprehensive training to equip you with the knowledge and skills you need to succeed Career Growth - This firm believe in promoting from within and offering team members long-term career development opportunities Full professional exam support Mentorship - Work alongside experienced professionals who will guide you and help you thrive in the world of wealth management Inclusive & Positive Culture - Join a supportive team that values collaboration, continuous learning, and celebrating success together. Your Role: As a Administration Assistant, you’ll be an integral part of the team, assisting experienced paraplanners and financial advisors. Duties include: Prepare necessary documentation for clients onboarding and new business processing Prepare valuations and periodic reviews and related paperwork accurately and timeously. Contact Product Providers where necessary to verify holdings, (online, phone, email) Update and maintain all client database systems with current client KYC and policy information Organise and schedule adviser appointments relating to client suitability reviews. Assist with any requests from Clients, Advisers and Investment Managers Produce and record all client and firm correspondence relating to clients Ready to Start Your Career in Wealth Management? This is your chance to build a rewarding career in a thriving industry with endless opportunities for advancement. If you’re excited to learn, grow, and contribute to a forward-thinking team, we want to hear from you To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.