Our client is seeking a proactive Wealth Administrator / Senior Wealth Administrator to provide exceptional support to their Wealth Advisers.

This is a varied role where you’ll be responsible for new business processing in a timely and efficient manner, completing CDD checks and account documentation, and accurately maintaining CRM systems with up-to-date client data, plans, and valuations. You’ll ensure full compliance with regulatory requirements, promptly report any complaints or data protection issues, and carry out calculations such as tax-free cash and annuity equivalent income when required.

The role also involves preparing and sending client reports and valuations, promoting the use of the personal financial portal, organising adviser meeting packs, and reviewing client data to ensure accuracy. In addition, you’ll manage the wealth admin inbox and post, while supporting a range of wealth management projects as needed. If you are highly organised, detail-focused, and eager to develop your career in wealth management, this is an excellent opportunity to join a respected and supportive team.

If you would like more information on this role please get in touch.