Full job descriptionJoin a Growing and Highly Successful Wealth Management Practice.
Are you an experienced Administrator, looking for a role where you can make a genuine impact?
Our client is an established and rapidly expanding wealth management practice known for delivering high-quality financial planning and exceptional client service. As the business continues to grow, they are seeking a Administrator to become a key member of their team. This is a varied and rewarding opportunity combining paraplanning, adviser support, client communication, and practice administration. You’ll work closely with advisers, helping to ensure every client receives a seamless, professional, and compliant service. If you’re highly organised, technically capable, and passionate about delivering outstanding client outcomes, we’d love to hear from you.
The Opportunity:
As a Administrator, you’ll play a central role in supporting the end-to-end financial planning process. You’ll work alongside advisers, clients, providers, and third parties, preparing recommendations, conducting research, managing client servicing activities, and ensuring all business is processed accurately and compliantly. This is an excellent opportunity to join a growing practice that values initiative, rewards success, and offers genuine long-term career progression.
Key ResponsibilitiesParaplanning & Technical Support
*Prepare suitability reports, client recommendations, and supporting documentation
*Conduct research and analysis to support financial planning advice
*Gather and analyse provider information and technical data
*Ensure recommendations are presented accurately and professionally
Client & Adviser Support
*Provide comprehensive support to advisers throughout the client journey
*Liaise with clients, providers, and third parties via telephone, email, and written correspondence
*Build strong relationships through professional and proactive communication
*Deliver a consistently high standard of client service
Client Onboarding & Servicing
*Manage new client onboarding processes
*Support ongoing servicing and review activities
*Prepare meeting packs and supporting documentation
*Coordinate client follow-up actions and service requests
Compliance & Administration
*Maintain accurate client records and documentation
*Ensure all work meets FCA and internal compliance standards
*Manage adviser diaries and meeting preparation
*Support wider practice administration and operational processes
What We’re Looking For
*Previous experience within Financial Services, Wealth Management, Financial Planning, or Paraplanning
*Strong understanding of financial planning processes and client servicing
*Experience preparing suitability reports and adviser documentation would be advantageous
*Excellent verbal and written communication skills
*Exceptional attention to detail and organisational ability
*Ability to manage multiple priorities and deadlines effectively
*A proactive and client-focused approach
*A genuine desire to contribute to a growing and ambitious practice
What’s In It For You?
*OTE of £40,000 - £55,000
*Quarterly Performance Bonus (£500 per quarter)
*Additional Paraplanning Bonus (£100 per retirement transfer or IHT case)
*5% Employer & Employee Pension Contributions via Salary Sacrifice
*25 Days Annual Leave plus Bank Holidays
*Hybrid Working
*Supportive and collaborative team environment
*Exposure to high-quality clients and advisers
*Clear career progression opportunities within a growing business
To find out more, please contact: Laura Warburton Senior Partner | Financial Divisions