Acquisitions Administrator

fs talent; St Albans; On-site; GBP 28,000 - 35,000; Full time

Job summary

A financial services firm in St Albans is seeking an organised and proactive Administrator to support their Acquisitions team. This role involves ensuring a seamless client experience during system migrations and onboarding of new wealth management firms. Ideal candidates will have prior administrative experience in finance and strong communication skills. The firm values accuracy, attention to detail, and a collaborative team spirit.

Qualifications

• Previous administrative experience in financial services.
• Strong organisational skills with attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects simultaneously.
• Competent in using client management software.

Responsibilities

• Support the transfer and verification of client records.
• Assist with re-onboarding activities and documentation.
• Draft client communications regarding administrative changes.
• Maintain project documentation and action logs.
• Provide administrative assistance to the Acquisitions Team.

Skills

Organisational skills

Detail-oriented

Excellent communication

Multitasking

CRM proficiency

Tools

Intelliflo

Salesforce

XPlan

Job description

Job Title : Administrator – Acquisitions Support

Department : Business Integration / Acquisitions

Reports To : Integration Manager

Location : St. Albans, Hertfordshire

Overview

We are seeking an organised, proactive and client-focused Administrator to support our Acquisitions team as we onboard newly acquired wealth management firms and their client books into our business. You will play a key role in ensuring a seamless client experience during system migrations, re‑onboarding, data transfer and communications. This is an excellent opportunity for someone who thrives in a fast‑paced environment, enjoys multi‑stakeholder coordination and takes pride in delivering operational excellence.

Key Responsibilities

Data & Systems Migration

• Support the transfer and verification of client records, financial data and documentation into internal CRM / portfolio systems.
• Liaise with IT, compliance and operations teams to ensure accurate and timely data migration.
• Carry out quality checks and flag errors or data gaps early to prevent delays.

Client Onboarding & Administration

• Assist with re‑onboarding activities, including gathering KYC / AML information, documentation refresh and digital consent forms.
• Prepare and issue onboarding packs and client communications.
• Track onboarding progress and maintain status reports.

Client & Stakeholder Communication

• Draft clear, compliant and client‑friendly communications regarding administrative changes, new processes, systems, and points of contact.
• Respond to client queries or escalates where necessary to advisers or transition leads.
• Build strong relationships with advisers, paraplanners and administrators from acquired firms.

Process & Project Support

• Maintain project documentation, action logs, risk registers and milestones.
• Assist in designing and improving transition processes, checklists and SOPs.
• Provide administrative assistance to the Acquisitions Team, including meeting notes, scheduling and reporting.

Skills & Experience Required

Essential

• Previous administrative experience in financial services, ideally wealth / asset management, private banking, or financial planning.
• Strong organisational skills, accuracy and attention to detail.
• Excellent written and verbal communication skills.
• Ability to multitask and work across multiple transition projects at once.
• Competent using CRM and client management software (e.g., Intelliflo, Salesforce, XPlan, or similar).
• Comfortable communicating with HNW / UHNW clients and professional intermediaries.

Desirable

• Understanding of FCA regulatory requirements, especially relating to onboarding, KYC / AML and client communication.
• Experience supporting mergers & acquisitions, transitions or change management programmes.
• Familiarity with investment products, wrappers (ISAs, SIPPs, GIA, Bonds), and adviser processes.

Personal Attributes

• Calm and professional under pressure.
• Client-centric with a "white glove" service mindset.
• Methodical, structured and compliance-aware.
• Self-starter with a continuous improvement mindset.
• Team player who collaborates well across departments.