Job Description
Senior Administrator – Elevate Your Career in Wealth Management Operations
Are you an experienced Financial Services Administrator looking to join a forward-thinking Wealth Management firm? This opportunity is ideal for someone who thrives in a structured, process-driven environment and is passionate about delivering exceptional client service.
Salary up to £30,000
This established and growing firm is seeking a Senior Administrator to join their high-performing operations team, supporting Financial Advisers and ensuring smooth, compliant business processes for valued clients. If you're looking for a long-term role in Wealth Management administration, this could be the perfect fit.
Key Responsibilities:
* As Senior Administrator, you will play a key role within the client services and operations team, with duties including:
* Processing new business submissions across pensions, investments, and protection cases, ensuring accuracy and compliance.
* Acting as the first point of contact for queries from Financial Advisers, clients, and providers.
* Managing the deceased client process with care, liaising with executors and providers to close cases efficiently.
* Supporting with commission queries, direct debit issues, and policy updates.
* Monitoring shared inboxes and ensuring queries are handled within SLAs.
* Overseeing the compliance file process, ensuring accurate scanning and documentation.
* Managing Letters of Authority (LOAs), pension forecasts, and Attitude to Risk processes using tools like Dynamic Planner.
* Ensuring Know Your Client (KYC) and Anti-Money Laundering (AML) documentation is up to date.
* Annual review and cleansing of hard copy client files.
Ideal Candidate:
* Previous experience in Wealth Management, IFA administration, or Financial Planning support.
* Highly organised, detail-oriented, and able to manage multiple tasks.
* Confident communicator with experience handling client and provider queries.
* Knowledge of financial products such as pensions, ISAs, and life policies.
* Strong IT skills and comfortable using back-office systems (e.g., Intelligent Office).
If you're ready to progress your career in financial services administration, apply today and become part of a thriving team in the heart of the Wealth Management sector.