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.