Wealth Administrator

Recruit UK is supporting a well-established and growing financial planning firm in the search for a Wealth Administrator for their office in Poole. This is an excellent opportunity for an experienced Wealth Administrator looking to take on a more senior position, supporting advisers with complex client cases while helping maintain a high standard of service across the administration team.

Responsibilities Include:

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• Process complex new business, policy changes, transfers, withdrawals and valuations
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• Provide high-level administrative support to Financial Advisers and Paraplanners
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• Maintain accurate client records across CRM and back-office systems
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• Liaise with providers to resolve complex case queries efficiently
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• Review work, share knowledge and provide support to junior administrators
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• Ensure all administration is completed in line with FCA regulations and internal procedures
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Benefits:

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• Salary up to £38,000 DoE
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• Hybrid working
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• Full or part-time considered
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• 25 days annual leave plus Bank Holidays, increasing with service up to 30 days
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• Performance-related bonus
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• Private healthcare
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Requirements:

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• 2 years' experience in an IFA Administrator, Financial Services Administrator or similar Wealth Management support role (Required)
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• Good knowledge of pensions, investments and protection products
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• Experience processing new business, fund switches, withdrawals, transfers and ongoing servicing requests
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• Confident using CRM and back-office systems (experience with SJP systems advantageous but not essential)
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If you're an experienced Wealth Administrator looking for your next step, we'd love to hear from you.