Senior Adviser Support Administrator - London

TN United Kingdom; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player in Wealth Management is seeking a Senior Administrator to enhance their administrative support team in London. The role involves providing essential support to financial advisers, managing client meetings, and ensuring compliance with regulations. Ideal candidates will have strong interpersonal skills, a proven track record in adviser support, and proficiency in Microsoft Office applications. This is an exciting opportunity to contribute to a dynamic team while enjoying a generous pay and benefits package. If you are adaptable and detail-oriented, this role could be a perfect fit for you.

Qualifications

• 5+ years of experience in an adviser support role.
• Experience processing business on wrap platforms.
• Proficiency in using provider platforms.

Responsibilities

• Provide administrative support to financial advisers and mentor team members.
• Arrange client meetings and prepare annual review packs.
• Conduct client anti-money laundering checks and maintain accurate records.

Skills

Administrative Support

Interpersonal Skills

Time Management

Critical Evaluation

Flexibility and Adaptability

Education

Financial Planning Certificate or Equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Salesforce

Voyant Software

Job description

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

2ad3c60e66fa

Job Views:

11

Posted:

28.04.2025

Expiry Date:

12.06.2025

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Job Description:

Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position offers a generous pay and benefits package.

Responsibilities

• Provide administrative support to financial advisers, including training and mentoring new and existing team members to facilitate early adoption of systems and processes.
• Undertake ad hoc tasks and project work as required for the Head of Wealth Management Support and the Operations Manager.
• Arrange client meetings for advisers via email or telephone.
• Prepare for client meetings, including quote requests, valuations, and literature.
• Prepare annual review packs, including fee tables.
• Conduct client anti-money laundering checks following compliance procedures.
• Prepare and submit applications and supporting documents to product providers, electronically and in paper form.
• Input new business proposals into the back-office system following company procedures.
• Manage fund switches and rebalances upon client and adviser instructions.
• Handle day-to-day client and provider correspondence via post, email, and telephone.
• Maintain accurate records of all communications with clients.
• Keep client information updated on the back-office system.
• Maintain client files in accordance with compliance procedures, including document scanning where necessary.
• Track fees and follow up as needed.
• Require at least 5 years of experience in an adviser support role.
• Experience processing business on wrap platforms.
• Strong interpersonal skills to interact professionally with clients and colleagues.
• Ability to work independently and as part of a team.
• Critical evaluation skills to analyze and challenge information.
• Flexible and adaptable attitude towards work.
• Work accurately and adhere to procedures.
• Excellent time management skills to meet deadlines.
• Experience using provider platforms and product provider extranet sites.
• Proficiency in Microsoft Word, Excel, Outlook.
• Financial Planning certificate or equivalent.

Highly desirable

• Experience with Salesforce back-office system.
• Experience with Voyant software.
• Experience working for a Discretionary Fund Manager.