Senior Administrator – Wealth Management Operations

Willday Wealth Management Limited; United Kingdom; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

28 days holiday

Competitive salary

Job summary

Willday Wealth Management Limited is seeking a Senior Administrator to oversee the day-to-day office operations and client administration for a growing wealth management team. You will support advisers, manage communications, and ensure accurate documentation across CRM and provider portals.

The ideal candidate has at least 5 years in financial services administration within an IFA or wealth management setting, with strong organisational and communication skills, and comfortable working

Qualifications

• At least 5 years of experience in financial services administration.
• Experience working in an IFA or wealth management firm.
• Strong organisational and communication skills.
• Proactive problem-solving with attention to detail.

Responsibilities

• Oversee the daily running of the office and administrative functions.
• Manage incoming calls, emails, and post, directing enquiries appropriately.
• Manage client documentation, CRM data accuracy.
• Liaise with providers to obtain policy and investment information.
• Prepare client meeting packs, portfolio summaries and annual review documents.
• Track deadlines and follow up on outstanding items.
• Oversee shared inboxes and ensure timely responses.
• Support advisers by producing research reports and risk assessments.
• Maintain regulatory records including FCA daybooks and client files.
• Support and mentor junior administrative staff as required.
• Upload and scan documents and ensure records are compliant.
• Identify opportunities to improve systems, processes, and client service standards.
• Coordinate complex administrative tasks such as transfers, Letters Of Authority, and compliance submissions.

Skills

Financial services admin

CRM systems

Communication skills

Organisational skills

Attention to detail

Tools

Provider portals

Office IT tools

Job description

Willday Wealth Management Limited is seeking a Senior Administrator to oversee the day-to-day office operations and client administration for a growing wealth management team. You will support advisers, manage communications, and ensure accurate documentation across CRM and provider portals.

The ideal candidate has at least 5 years in financial services administration within an IFA or wealth management setting, with strong organisational and communication skills, and comfortable working