Temporary to Permanent

2 weeks ago

St Albans Hertfordshire, United Kingdom fs talent Full time

Job Title: Administrator – Acquisitions Support Department: Business Integration / Acquisitions Reports To: Integration Manager Location: St. Albans, Hertfordshire Overview We are seeking an organised, proactive and client-focused Administrator to support our Acquisitions team as we onboard newly acquired wealth management firms and their client books into our business. You will play a key role in ensuring a seamless client experience during system migrations, re-onboarding, data transfer and communications. This is an excellent opportunity for someone who thrives in a fast-paced environment, enjoys multi-stakeholder coordination and takes pride in delivering operational excellence. Key Responsibilities Data & Systems Migration Support the transfer and verification of client records, financial data and documentation into internal CRM / portfolio systems. Liaise with IT, compliance and operations teams to ensure accurate and timely data migration. Carry out quality checks and flag errors or data gaps early to prevent delays. Client Onboarding & Administration Assist with re-onboarding activities, including gathering KYC/AML information, documentation refresh and digital consent forms. Prepare and issue onboarding packs and client communications. Track onboarding progress and maintain status reports. Client & Stakeholder Communication Draft clear, compliant and client-friendly communications regarding administrative changes, new processes, systems, and points of contact. Respond to client queries or escalate where necessary to advisers or transition leads. Build strong relationships with advisers, paraplanners and administrators from acquired firms. Process & Project Support Maintain project documentation, action logs, risk registers and milestones. Assist in designing and improving transition processes, checklists and SOPs. Provide administrative assistance to the Acquisitions Team, including meeting notes, scheduling and reporting. Skills & Experience Required Essential Previous administrative experience in financial services, ideally wealth/asset management, private banking, or financial planning. Strong organisational skills, accuracy and attention to detail. Excellent written and verbal communication skills. Ability to multitask and work across multiple transition projects at once. Competent using CRM and client management software (e.g., Intelliflo, Salesforce, XPlan, or similar). Comfortable communicating with HNW / UHNW clients and professional intermediaries. Desirable Understanding of FCA regulatory requirements, especially relating to onboarding, KYC/AML and client communication. Experience supporting mergers & acquisitions, transitions or change management programmes. Familiarity with investment products, wrappers (ISAs, SIPPs, GIA, Bonds), and adviser processes. Personal Attributes Calm and professional under pressure. Client-centric with a "white glove" service mindset. Methodical, structured and compliance-aware. Self-starter with a continuous improvement mindset. Team player who collaborates well across departments.

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