Senior Wealth Administrator/Office Manager
Location: Nottingham - Hybrid Working:
Salary: up to £45,000 DOE
Benefits: 25 days holiday, career progression opportunities plus other benefits
Are you a Level 4-qualified Senior Administrator ready to step into management? This is your chance to join a well-established Wealth Management firm offering a varied, dynamic role with hybrid working and room to grow.
Key Responsibilities
Business Management
* Oversee FCA regulatory reporting, compliance, and business policies.
* Manage firm accounts, payroll, and insurance plans.
* Handle client agreements, templates, and Consumer Duty documentation.
* Maintain critical business plans and ensure adherence to industry standards.
* Manage the daily workload of the support team.
* Conduct regular 1:1s, team meetings, and performance reviews.
* Support recruitment, onboarding, and ongoing training.
* Ensure processes run smoothly and address client or team issues promptly.
Office Operations
* Handle office contracts, utilities, and software agreements.
* Arrange provider meetings, newsletters, and team communications.
* Organize team and adviser meetings, creating agendas and tracking action points.
Ideal Candidate
* Leadership Skills: Ready to step into management, with experience supporting teams.
* Detail-Oriented: Strong organizational skills and a commitment to accuracy.
* Compliance Knowledge: Familiar with FCA regulations and reporting.
* Tech-Savvy: Comfortable with financial planning software and Microsoft Office.
Why Join?
* A hybrid role offering flexibility and a collaborative environment.
* The opportunity to grow and shape the team’s/business's success.
* Be part of a reputable firm that values its team and offers long-term career growth.
Ready to take the next step in your career? Apply today to elevate your role as a senior Paraplanner and make a real impact in the wealth management industry!
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