Financial Administrator to Administration Manager (Wealth Management), St Albans, £30k - £35k (DOE)

Financial Administrator - Route to Administration Manager (Wealth Management)

St Albans £30,000 - £35,000 (DOE) Hybrid Working Available

A successful St. James's Place Practice based in St Albans is looking to recruit a Financial Administrator to join their growing wealth management team. This is an excellent opportunity for an experienced IFA/wealth administration professional who is looking to develop their career with a clear pathway toward an Operations Manager role over time.

Working within a supportive and professional environment, you will play a key role in supporting advisers and ensuring the smooth running of the client service and operational processes.

Key Responsibilities

• Processing new business, fund switches, withdrawals, and ongoing policy servicing across major providers including Aviva, Fidelity International, Prudential plc, Aegon and Quilter.
• Maintaining accurate client records using back-office systems such as Xplan (training provided).
• Supporting advisers with client valuations, reports and compliance administration.
• Liaising with clients and providers to ensure a high standard of service and efficient processing of requests.
• Assisting with the improvement of internal processes as the practice continues to grow.

Requirements

• Minimum 2 years' experience in an IFA or wealth management administration role.
• Confident using provider platforms and CRM/back-office systems.
• Knowledge of tools such as FE Analytics, Defaqto or Cashcalc would be advantageous (training available).

Benefits

• Salary: £30,000 - £35,000 (depending on experience)
• Hybrid working available after initial training period
• Full exam support for Chartered Insurance Institute qualifications up to Level 4 Diploma

For further information or to apply, please contact Sam at Financial Divisions.