Wealth Administrator Berwick upon Tweed
We are seeking an experienced and proactive Wealth Administrator to join a respected financial services firm based in Berwick upon Tweed. This is a fantastic opportunity to play a key role in supporting advisers, paraplanners, and clients, while contributing to the efficiency and success of a growing team.
Job Type: Full time, 37 hours per week (Permanent)
The Role
As a Wealth Administrator, youll be a reliable point of contact for both technical and operational support. Youll manage your own workload, contribute to smooth case progression, and help uphold the highest standards across the business.
Key Responsibilities
* Provide accurate and timely administrative support to advisers and paraplanners.
* Take ownership of your workload, ensuring deadlines and service standards are met.
* Act as a go-to person for process and system queries, promoting best practice.
* Assist with quality checks and maintain compliance across documentation.
* Support onboarding and informal training of new team members.
* Liaise with providers, paraplanning, and compliance teams to resolve queries.
* Identify risks, gaps, or client concerns, escalating where appropriate.
* Contribute to process improvement initiatives and projects.
About You
* Experience: Strong background in financial planning or wealth management administration.
* Knowledge: Understanding of the advice process, FCA/COBS compliance, and documentation lifecycle.
* Systems: Confident using back-office systems (e.g. Xplan) and liaising with platforms/providers.
* Skills:
o Excellent attention to detail
o Strong organisational/time-management abilities
o Clear communicator, both written and verbal
o Able to work independently and collaboratively
* Mindset: Proactive, supportive, and improvement-focused.
* Desirable: Level 3 Certificate in Regulated Financial Services Operations (or progression toward).
What Success Looks Like
* Delivering accurate, timely work with minimal rework.
* Being seen as a trusted, go-to support for colleagues.
* Contributing to improvements that add real value.
* Receiving positive feedback from advisers and clients alike.
Benefits & Package
* Competitive salary with annual review.
* 32 days annual leave (including public holidays), rising to 35 with long service.
* Life Cover / Death in Service (3x salary).
* Flexible working and TOIL policy.
* Employee perks (wellbeing support, discounts, recognition schemes).
* Option to access private healthcare.
* Social events and a supportive team culture.
* Professional development opportunities funded qualifications, study support, and exam costs covered.
Why Join?
Youll be part of a respected and progressive firm, working in modern offices with a supportive and friendly team. Staff are encouraged to develop and progress, with many enjoying long careers within the business. This is a chance to join an organisation that values both its people and clients, offering stability, growth, and a strong work-life balance.
JBRP1_UKTJ