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:

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

Benefits:

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

Requirements:

• 2 years' experience in an IFA Administrator, Financial Services Administrator or similar Wealth Management support role (Required)
• Good knowledge of pensions, investments and protection products
• Experience processing new business, fund switches, withdrawals, transfers and ongoing servicing requests
• Confident using CRM and back-office systems (experience with SJP systems advantageous but not essential)

If you're an experienced Wealth Administrator looking for your next step, we'd love to hear from you.