Client-Focused Wealth Management Administrator (Hybrid)

NJR Recruitment; Lincoln; Hybrid; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Hybrid work model

Company pension

Study support by agreement

Job summary

NJR Recruitment is seeking a Financial Services Administrator in Lincoln, UK, to provide essential support to Advisers and Paraplanners within a growing wealth management firm. The role focuses on accurate record-keeping, case progression, and delivering a professional client experience throughout the financial planning journey.

You will work closely with Advisers, Paraplanners and clients, handling enquiries, maintaining CRM records, and coordinating meetings, while complying with AML and

Qualifications

• Experience within financial services administration, wealth management, IFA or professional services
• Strong organisational skills with attention to detail
• Professional and confident communication (written and verbal)
• Ability to prioritise workloads and multi-task
• Strong IT skills: Word, Excel, Outlook
• Experience in regulated, process-driven environments
• Proactive and team-focused approach
• Interest in financial planning and willingness to develop knowledge
• Studying towards or willing to study industry qualifications (advantageous)

Responsibilities

• Act as a first point of contact for clients via calls, emails, and queries
• Maintain accurate client records on CRM and back-office systems
• Coordinate diaries, meetings and appointments
• Prepare client meeting packs and portfolio valuations
• Process new business applications and servicing requests
• Liaise with providers to obtain valuations and policy information
• Monitor case progression and keep clients and advisers updated
• Assist with AML and file checking

Skills

Organisational skills

Attention to detail

Communication skills

Prioritisation

Teamwork

Education

Industry qualifications (advantageous)

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

NJR Recruitment is seeking a Financial Services Administrator in Lincoln, UK, to provide essential support to Advisers and Paraplanners within a growing wealth management firm. The role focuses on accurate record-keeping, case progression, and delivering a professional client experience throughout the financial planning journey.

You will work closely with Advisers, Paraplanners and clients, handling enquiries, maintaining CRM records, and coordinating meetings, while complying with AML and