Senior Administrator
Westminster Wealth Management LLP – London: Hybrid, 2 days in office (flexible).
Main Purpose of Role
To provide proactive and detail-focused administrative support to an IFA and his team with HNW and UHNW clients, enabling smooth operations and helping to drive business growth.
Key Attributes
* Methodical, thorough, and precise in completing tasks. Attention to Detail.
* Naturally very organized as an individual with strong task management. Organised.
* Dependable, proactive, reliable, and takes ownership to ensure good outcomes for clients. Accountability.
Role Overview
We are seeking an experienced administrator to join a high‑performing team within Westminster Wealth Management. This individual will play a key role in supporting the day‑to‑day administrative needs of the team, managing complex documentation, and ensuring compliance processes are followed. You will work closely with advisers, clients, and providers, helping to maintain an excellent reputation for service and professionalism.
Key Responsibilities
* Manage Letters of Authority: issue, chase, and collate responses from providers.
* Coordinate documentation for new business across a wide range of financial products.
* Accurately log advice cases in Intelligent Office (IO) and maintain up‑to‑date client records.
* Prepare and submit cases for compliance approval, including protection, investment, and pension business.
* Generate annual charges data reports across multiple providers to support review processes.
* Maintain oversight of all active cases, ensuring timely progression and regular updates to the team.
* Manage adviser diaries, schedule client appointments, and liaise directly with clients when required.
* Carry out general administrative support, including document preparation, data entry, and file management.
Required Skills & Experience
* Minimum 5 years in a professional administrative role.
* Willingness to develop and expand responsibilities.
* Previous experience working with high‑net‑worth individuals.
* Highly organized with strong time and task management skills.
* Polished telephone manner, good communication skills and professional presentation.
* Proficient in Microsoft Word, Excel, and Outlook.
Desirable Experience (Not Essential)
* Use of Intelligent Office (IO)
* Familiarity with FE Analytics and Voyant
* Understanding of technical financial concepts such as trusts and tax‑efficient investments (e.g. VCTs)
Benefits
* Flexible working: 4 or 5 days a week (4 longer days an option) with 2 days in office.
* Varied role, working on a diverse range of tasks ensuring no two days are the same.
* Join a small, successful, and professional team.
* Pay above market rate with room for progression in pay as skills increase.
Job Information
* Salary range: £50,000.00-£60,000.00
* Base salary: £4045k (listed in job reference).
* 25 days holiday.
* Pension.
* Death in service benefit.
* Trusted, flexible working culture.
* Chance to grow as the team grows, with scope to mentor others in the future.
* Reference: JOB‑1768
* Seniority level: Mid‑Senior level.
* Employment type: Contract.
* Job function: Information Technology.
* Industries: Administrative and Support Services.
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