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Wealth Administrator
2 weeks ago
Job description About the firmA highly respected chartered financial planning firm based in Meriden is looking for an experienced Wealth Administrator to join their growing team. The business has an excellent reputation for internal progression, with many of their senior team, including Paraplanners and Managers, having been promoted from within. You'll be joining a friendly, collaborative office of around 11 Administrators, supporting a highly Technical Adviser and Director who works with a portfolio of high-net-worth clients, focusing on estate and wealth planning.The roleThis is a varied and rewarding role, providing direct administrative support to an Adviser while working closely with the paraplanning and operations teams. You'll be responsible for managing all elements of the client journey, from onboarding and maintaining accurate records, through to processing new business and liaising with providers.Key responsibilities:Provide dedicated administrative support to a Senior Financial Adviser/DirectorPrepare and process new business across pensions, investments and protectionLiaise with clients, providers (Aviva, Scottish Widows, etc.) and internal teams to ensure a smooth advice processMaintain accurate client information within Intelligent Office (IO)Support estate and wealth planning activities for a high-net-worth client baseEnsure all administrative tasks meet compliance and service standardsWork closely with Paraplanners to ensure smooth case progressionAbout youMinimum 2 years' experience in an IFA/wealth management administration roleStrong organisational and communication skills with high attention to detailConfident using Intelligent Office (IO) or similar and liaising with providers (e.g. Aviva, Scottish Widows)Proactive and professional, with the ability to work independently and as part of a wider teamComfortable working in a fast-paced, technical environment supporting complex client casesWhat's on offerCompetitive salary £32, (dependent on experience)Hybrid working 2-3 days from homeClear pathway for career progression, with previous Administrators promoted internally to ParaplannerSupportive and collaborative working environment within a highly regarded Chartered firmNext stepsInterviews will be held in two stages:Initial Teams interview with the Office Manager and current AdministratorFinal stage meeting with the Adviser/DirectorApplications are being reviewed directly by the Office Manager, so early applications are encouraged.
