Wealth Management Administrator

About the role

This position supports a growing independent financial planning and employee benefits firm, delivering end‑to‑end administration for wealth management consultants. You will ensure client records are accurate, compliant and that service delivery runs smoothly.

Key responsibilities

• Process all aspects of new business administration, including letters of authority and annual review packs.
• Liaise with product providers to keep requests moving promptly.
• Issue and chase fees and commissions, maintaining up‑to‑date fee details.
• Maintain back‑office records using the Plannr system and manage system tasks.
• Support consultants with client servicing, communication and administrative tasks.
• Provide cover for colleagues during holidays, sickness or busy periods.
• Ensure files remain fully compliant and undertake specific projects as needed.

Required profile

• Minimum 5 years’ experience in wealth‑management administration.
• Strong technical knowledge of wealth‑management products and processes.
• Ability to work independently while being a collaborative team player.
• Excellent organisation, attention to detail and accuracy.
• Good written and verbal communication skills.
• Clean driving licence, preferably with own car.
• Ability to meet FCA Fit and Proper requirements.

Required skills

• Microsoft Office
• Advanced Excel
• Plannr (back‑office system)

What we offer

• Competitive salary (DOE).
• Hybrid working – one or two days a week in the office, with full‑time office option.