Senior Administrator

Search; North East; Hybrid; GBP 34,000 - 40,000; Full time

Job summary

A leading wealth management firm in Newcastle is seeking a Senior Administrator to join their intermediaries team. The ideal candidate will oversee client outcomes, manage onboarding processes, and ensure regulatory compliance. Strong communication skills and experience in investment management are essential. This full-time position offers a salary of up to £40,000 and a blend of office and remote work.

Benefits

Fantastic Benefits Package

Qualifications

• Experience working in investment management, asset management, private wealth or a bank.
• Proficient skills pertaining to Client Due Diligence.
• Strong verbal and written communication skills.

Responsibilities

• Ensure Intermediaries Office team provide good client outcomes.
• Run the monthly rebalancing process to successful completion.
• Arrange smooth onboarding of Intermediary Firms.

Skills

Client Due Diligence

Front Office Operations

Investment Management Knowledge

Communication Skills

Attention to Detail

Job description

Senior Administrator

Our client based in Newcastle who are one of the UK's leading and largest wealth management firms in the UK are looking to add a Senior Administrator within intermediaries team due to start ASAP on a full time permanent basis.

Working Hours – Monday to Friday – 9am – 5pm

Start date – ASAP

Salary – Up to 40,000 DOE and fantastic Benefits package

Location – Newcastle – 4 days office and 1 day at home

The role will provide operational support and be able to gain a deep understanding of Intermediary BAU processes. They will support the Intermediary Operations Manager and when required the Business Engagement & Initiatives manager with change initiatives, and in seeking process efficiency and innovation.

Key Responsibilities

• Ensure Intermediaries Office team provide good client outcomes, delivering against expectations and keeping all stakeholders updated.
• Run the monthly rebalancing process to a successful completion.
• Ensure that all mailboxes are being monitored and actively engaged, whether its external communications from vendors and platforms or internal from the Intermediaries Business.
• Operate in a culture of continuous improvement within the team.
• Regular engagement and stakeholder management with business partners / teams to identify and deliver programmes of work including written updates such as monthly management meeting packs.
• Arrange the smooth onboarding of Intermediary Firms in accordance with the Client Due Diligence Standards and within SLA's ensuring compliance with regulatory requirements, including Anti-Money Laundering regulations
• Representing the Intermediaries Business in various Business governance meetings and business forums, as and when required.
• Representing Intermediaries in change projects / working groups and business implementation readiness groups / forums.
• Regular engagement/ stakeholder management with business partners / teams, such as IT, Change, Finance, Marketing, Business Management, Operations and others to identify, direct and deliver programmes of work including written updates such as monthly management meeting packs.

Required Experience and Competencies

• Experience working in investment management, asset management, private wealth or a bank with proficient skills pertaining to Client Due Diligence.
• Front Office Operations knowledge.
• Experience working in Investment Management, Asset Management, Private Wealth or a bank.
• Knowledge of Investment and Fund Management.
• An understanding of technical subject matter
• Strong verbal and written communication skills.
• Numerate and able to define MI fit for purpose.
• Attention to detail

If this sounds like you, then let it be you and apply.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.