Wealth Management Administrator

Wealth Management Administrator

Location: Staffordshire (Office-based)

Salary: Up to £28,000 (DOE)

Hours: Full-Time Monday to Friday, 9:15am - 5:15pm

NJR Recruitment is proud to be representing a well-established and growing wealth management business based in Staffordshire area. This firm is known for delivering exceptional service to a loyal client base and now seeks a proactive and enthusiastic Financial Services Administrator to join their collaborative and friendly team.

What's on Offer:

• Structured training and development support
• Opportunity to progress within a respected wealth management firm
• Supportive team culture and modern office environment
• Enhanced DBS check required for this role

Key Responsibilities:

• Provide administrative support across the full advice process from client onboarding to ongoing servicing
• Liaise with clients and providers to obtain policy information, chase outstanding documentation, and issue Letters of Authority (LOAs)
• Submit new business applications accurately and in a timely manner
• Generate quotes and illustrations using provider portals and back-office systems
• Assist with investment rebalancing, drawdown cases, and review pack preparation
• Maintain client records and ensure compliance standards are met
• Produce and update management reports using Excel
• Work closely with Financial Advisers and Paraplanners to ensure smooth service delivery
• Deliver a consistently high level of client service via phone, email, and in person

What We're Looking For:

• Previous experience in a financial services admin/support role (IFA/wealth management ideal)
• Familiarity with Intelliflo Office or similar back-office system
• Excellent communication and relationship management skills
• Strong working knowledge of Microsoft Office, especially Excel and Word
• Experience with generating illustrations, submitting applications, and producing review documentation
• Highly organised and comfortable in a fast-paced, deadline-driven environment
• Working towards, or willing to undertake, a relevant industry qualification (e.g., Award in Financial Administration, Certificate in Financial Services)
• Ability to maintain professionalism and confidentiality at all times

If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR16492