Job Description
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
