Company Overview
We are a growing and highly regarded Wealth Management firm, committed to delivering exceptional financial planning and client service. With a strong operational infrastructure and collaborative culture, we support our advisers with efficient processes, robust systems, and a client-first approach.
This is an excellent opportunity to join a professional and fast-paced environment where your contribution will directly support advisers and enhance the client journey.
The Opportunity
We are seeking an experienced Wealth Management Administrator with a background in IFA administration and platform-based business. This role offers the chance to play a key part in supporting advisers, managing client servicing processes, and ensuring the smooth delivery of new business and ongoing investment transactions.
Ideal for someone who thrives in a detail-driven, fast-paced environment and is confident working across multiple provider platforms.
Salary & Benefits
- £28,000 to £30,000 (depending on experience)
- Hybrid/office working options available
- Exposure to a wide range of investment platforms, pensions, and wealth products
- Opportunity to be involved in platform migration and operational projects
- Supportive team environment with clear progression opportunities
Responsibilities
- Process new business applications and top-ups across provider platforms, ensuring full compliance requirements are met
- Maintain and update back-office/CRM systems with accurate client data and documentation
- Manage platform transactions including fund switches, fund purchases/sales, and client withdrawals
- Liaise with providers and platforms to progress and track cases
- Support platform migration activity, including asset transfers between providers
- Prepare client review packs and documentation for adviser meetings
- Book client review meetings and manage adviser diaries where required
- Obtain information from third-party providers via telephone and online systems
- Handle inbound calls and provide administrative support across the wider team
- Assist with ad hoc operational and administrative projects
Requirements
- Minimum 3 years’ experience within an IFA or Wealth Management environment
- Strong understanding of pensions, investments, and wrap platforms
- Experience processing new business and ongoing servicing cases
- Excellent organisational and prioritisation skills
- High attention to detail and strong compliance awareness
- Strong communication skills, both written and verbal
- Proficient in Microsoft Office and back-office/CRM systems
Skills
- Ability to work independently and collaboratively within a team
- Strong time management and problem-solving abilities
- Professional and client-focused approach
- Adaptable with the ability to learn new systems quickly