Your new company You'll be joining a well‑established, independent professional services firm that has grown significantly over recent years. The organisation supports a wide range of clients across multiple sectors and is known for its strong values, collaborative culture, and commitment to developing its people. With a supportive environment, smaller team structures, and a focus on personal relationships, the firm places great importance on training, progression, and delivering high‑quality client service. Your new role As a Wealth Management Administrator, you will play a key role in supporting financial advisers and paraplanners to ensure clients receive an exceptional service. This is a fast‑paced, structured role ideal for someone who enjoys organisation, problem‑solving, and building strong working relationships. Act as a primary point of contact for client queries and ongoing service needs Prepare and issue review packs, valuations, fact finds, and meeting documentation Process new business applications across pensions and investments Liaise with product providers to obtain information and track application progress Maintain accurate client records and ensure all documentation meets compliance standards Support advisers and paraplanners with workflow, information gathering, and meeting preparation Manage diaries, schedule client review meetings, and coordinate administrative tasks What you ...