Senior Wealth Administrator

Our client is looking for a highly organised and proactive Senior Administrator to join their busy wealth management team. This is an exciting opportunity to provide high-level administrative and operational support, ensuring the smooth running of day-to-day processes while maintaining the highest standards of client service and compliance.

A fully office-based role

Salary £30 - £32k DOE

Key Responsibilities:

Lead daily administrative operations, ensuring efficiency and adherence to regulatory standards.

Prepare, review, and maintain complex client documentation, including onboarding forms, investment reports, and regulatory filings.

Act as a liaison between clients, advisers, and financial institutions, ensuring timely and accurate communication.

Supervise and mentor junior administrators, providing guidance and support.

Maintain and optimise CRM systems and client databases in line with GDPR and internal policies.

Coordinate client meetings and events, including agendas, reports, and follow-ups.

Support compliance, audit, and reporting processes, including FCA requirements.

Identify opportunities for process improvement and implement best practice solutions.

Person Specification:

Minimum 3 years' experience in an administrative or operational role, ideally within wealth management or financial services.

Excellent organisational and time management skills with attention to detail.

Strong written and verbal communication skills.

Proficient in Microsoft Office; experience with CRM/wealth management systems desirable.

High level of discretion and integrity when handling sensitive client and business information.

Please note:

As you can appreciate we are currently overwhelmed with applications of individuals looking for both short term and permanent work and we can therefore only contact those applications that have relevant skills for positions that we currently have available. Should you not hear from us within a week, please assume you have been unsuccessful on this occasion.

In line with GDPR regulations, we are making you aware that to proceed with your application we will need to contact you via email, telephone and/or text message. To receive future job alerts from us, you will be required to provide consent within our marketing preference options. The link will be provided in an email to you. Source4 are an equal opportunities employer and complies with all relevant UK legislation. If you are successful in your application, you will be required to attend a full registration with one of our Consultants which will involve you providing a current passport, any relevant visas, a proof of address and completing relevant tests and a full competency based interview.