Senior Wealth Management Administrator

Senior Wealth Management Administrator

We are looking for a proactive and organised Client Administrator to support a team of Financial Advisers in delivering an outstanding client experience. This role combines administration, client communication, and basic paraplanning support, with a strong emphasis on confidently managing telephone conversations with clients and prospective clients.

Key Responsibilities

Client Support

• Prepare documentation and meeting packs for client meetings.
• Process new business, client onboarding, and ongoing administration.
• Liaise with product providers regarding investments, pensions, and protection policies.
• Monitor and progress client cases from submission through to completion.

Client Communication

• Confidently make outbound calls to clients to arrange annual review meetings.
• Contact clients to obtain outstanding information and documentation.
• Follow up with prospective clients where appropriate.
• Handle client enquiries professionally and provide excellent customer service.
• Manage adviser diaries and appointment scheduling.

Compliance & Administration

• Maintain accurate client records and update CRM systems.
• Ensure all work complies with FCA regulations and internal compliance procedures.
• Support Consumer Duty requirements and attend relevant compliance training.

Basic Paraplanning Support

• Prepare annual review and fund switch reports.
• Assist with new investment and pension cases, including regular contributions and lump sum investments.

Team Support

• Support colleagues with administrative tasks.
• Assist in training new team members and contribute to continuous process improvements.

Skills & Experience

Essential

• Excellent telephone and communication skills, with confidence making outbound calls.
• Strong organisational skills and excellent attention to detail.
• Outstanding customer service skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office and CRM systems.

Desirable

• Previous experience within Financial Services or Wealth Management.
• Knowledge of pensions, investments, and FCA regulations.
• Experience using financial planning or back-office systems.

Personal Attributes

• Professional, proactive, and well organised.
• Confident communicator with a friendly and professional telephone manner.
• Client-focused with excellent relationship-building skills.
• Reliable, adaptable, and able to work independently as well as part of a team.

If you feel this role would be a great fit for your skills and experience, we'd love to hear from you. Please get in touch to find out more or to apply.