Company Overview

We are a growing and highly regarded Wealth Management firm, committed to delivering exceptional financial planning and client service. With a strong operational infrastructure and collaborative culture, we support our advisers with efficient processes, robust systems, and a client-first approach.
This is an excellent opportunity to join a professional and fast-paced environment where your contribution will directly support advisers and enhance the client journey.


The Opportunity

We are seeking an experienced Wealth Management Administrator with a background in IFA administration and platform-based business. This role offers the chance to play a key part in supporting advisers, managing client servicing processes, and ensuring the smooth delivery of new business and ongoing investment transactions.
Ideal for someone who thrives in a detail-driven, fast-paced environment and is confident working across multiple provider platforms.


Salary & Benefits

*£28,000 to £30,000 (depending on experience)
*Hybrid/office working options available
*Exposure to a wide range of investment platforms, pensions, and wealth products
*Opportunity to be involved in platform migration and operational projects
*Supportive team environment with clear progression opportunities


Responsibilities

*Process new business applications and top-ups across provider platforms, ensuring full compliance requirements are met
*Maintain and update back-office/CRM systems with accurate client data and documentation
*Manage platform transactions including fund switches, fund purchases/sales, and client withdrawals
*Liaise with providers and platforms to progress and track cases
*Support platform migration activity, including asset transfers between providers
*Prepare client review packs and documentation for adviser meetings
*Book client review meetings and manage adviser diaries where required
*Obtain information from third-party providers via telephone and online systems
*Handle inbound calls and provide administrative support across the wider team
*Assist with ad hoc operational and administrative projects


Requirements

*Minimum 3 years’ experience within an IFA or Wealth Management environment
*Strong understanding of pensions, investments, and wrap platforms
*Experience processing new business and ongoing servicing cases
*Excellent organisational and prioritisation skills
*High attention to detail and strong compliance awareness
*Strong communication skills, both written and verbal
*Proficient in Microsoft Office and back-office/CRM systems


Skills

*Ability to work independently and collaboratively within a team
*Strong time management and problem-solving abilities
*Professional and client-focused approach
*Adaptable with the ability to learn new systems quickly