Financial Administrator within Wealth Management Practice

More Wealth Management; Cheltenham; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

An established industry player is seeking a motivated Technical Financial Administrator to join their dynamic team. This role is perfect for individuals who thrive in a fast-paced environment, providing essential administrative support while ensuring a seamless client experience. You'll be responsible for client onboarding, managing queries, and coordinating client reviews, all while maintaining high standards of service. With a commitment to professional development, the firm offers training and support for relevant financial qualifications. Enjoy a collaborative atmosphere and a hybrid working model that promotes work-life balance.

Benefits

25 days holiday plus bank holidays

Additional holiday for birthday

9-day fortnight

Training for financial qualifications

Collaborative team environment

Qualifications

• Experience in financial administration or client services role.
• Strong understanding of financial products like ISAs and pensions.

Responsibilities

• Provide administrative support and client servicing.
• Coordinate client onboarding and maintain CRM records.

Skills

Financial Administration

Client Services

CRM Systems

Attention to Detail

Interpersonal Skills

Education

Relevant Financial Qualifications

Tools

SalesForce

Job description

An exciting opportunity has become available for a capable and motivated Administrator to join the team at More Wealth Management, a well-established and highly regarded Partner Practice of St. James’s Place. With a strong reputation for delivering tailored financial advice, the firm supports a diverse client base including professionals, private individuals, business owners, and those in retirement.

In this key role, you will provide vital administrative support to ensure the smooth handling of client business generated by the Advisers. Working as part of a collaborative and friendly team, your attention to detail and organisational skills will help maintain the high standards of service the practice is known for.

The role

We are looking for a professional and personable Technical Financial Administrator to join our team on a permanent basis. This role is ideal for someone who thrives in a fast-paced, client centric environment and has a strong understanding of financial processes with the context of investment and adviser services.

This role combines providing high level technical administrative support to the practice with direct client interaction. You will be playing a vital part in ensuring seamless delivery of our financial services and a positive client experience.

Key Responsibilities

Client Servicing

• Client Contact - Act as a primary point of contact for clients on administrative and transactional matters, delivering clear and timely updates while ensuring all communications and actions are accurately recorded in the relevant CRM systems, adhering to all internal and regulatory guidelines.
• New clients - Oversee the onboarding of new clients, ensuring accurate data entry and setup within the company’s CRM and internal systems with clear and professional client communication, delivering a professional experience throughout.
• Queries - Liaise with third-party providers and admin centres to resolve client queries and ensure smooth service delivery
• Client Reviews – Co-ordinate and support all aspects of the client review process to ensure ongoing regulatory compliance, including:
• Coordinating with advisers and clients to schedule review meetings within required timeframes, including booking meeting rooms and diary management.
• Preparing, processing, and following up on all pre- and post-meeting documentation and action points
• Updating client records and systems comprehensively and accurately
• Assisting with cash flow modelling and analysis (when required)
• Drafting suitability letters
• Processing and monitor any client transactions, including fund switches, income requests and withdrawals
• Produce technical drawdown illustrations and withdrawal letters when required

Business Processing

• Process Letters of Authority (LOAs), liaising with ceding schemes, clients and advisers
• Analyse policy information to input into CRM systems and run calculations to support transfer recommendations
• Business Submission - Co-ordinate and support all aspects of the business submission process to ensure ongoing regulatory compliance, including:
• Preparation of illustrations and all application forms
• Drafting suitability letters
• Submit business for processing – liaising with head offices, clients and advisers to provide regular updates and to ensure a smooth transaction
• Ensure all trusts are setup and registered as required

General

• Greet visitors warmly and answer telephone calls promptly and professionally, ensuring a positive and welcoming first impression for clients and external contacts
• Assist with marketing administration, including event coordination and content support
• Maintain a clean, organised and professional office environment
• Present yourself in a professional and approachable manner when interacting with clients and colleagues
• Maintain a professional appearance in accordance with company dress code standards.
• Quality Focus: Demonstrates a strong commitment to delivering high-quality work on time, with minimal supervision. Maintains focus and attention to detail despite potential distractions or interruptions.
• Document Accuracy: Drafts and proofreads a range of materials including client correspondence, presentations, and financial illustrations to ensure clarity, consistency, and professional standards.
• Team Collaboration: Acts as a conscientious team player, supporting colleagues and contributing to a collaborative, service-focused environment.

Person Specification

Skills & Experience

• Previous experience in a financial administration or client services role, within financial services.
• Good understanding of financial products and services (e.g. ISAs, pensions, bonds, trusts, investment platforms).
• Strong working knowledge of CRM systems (SalesForce knowledge an advantage).
• High level of accuracy, discretion, and attention to detail.
• Excellent interpersonal and communication skills, with a client-first mindset.
• Confident managing multiple tasks and deadlines independently, while being a supportive team player.
• Willingness to develop technical knowledge
• Hybrid working from our offices in Cheltenham and from home, on a rota basis.
• Occasional travel to other SJP locations including Cardiff, Bristol and Cirencester.

What we offer

• Salary £27,000-£32,000 pa (DoE)
• Full time, permanent contract. Office hours are Monday-Friday 9am-5pm.
• We offer a 9-day fortnight for full time contracts.
• Hybrid working from home one day a week and office space.
• Training and support for R01 or Award in Financial Administration.
• Bonus paid for successful completion of additional, relevant R0 exams.
• A supportive and collaborative team environment with a focus on client excellence.
• 25 days holiday plus bank holidays, plus one day’s additional holiday for birthday (5 days to be retained for Christmas and New Year office closure).