Wealth Admin: Path to Paraplanning, £30k+20% Bonus

James and Partners; Liverpool; On-site; GBP 30,000 - 36,000; Full time

Job summary

James and Partners is seeking an experienced Financial Advice Administrator in the West Midlands to support advisers and paraplanners across a busy wealth management portfolio.

You will manage onboarding, letters of authority, new business processing and ongoing servicing while maintaining accurate CRM records and ensuring FCA compliance. The role offers a clear career path towards paraplanning and financial advice.

Qualifications

• 2+ years of experience in UK IFA/financial planning/wealth management administration.
• Good knowledge of pensions, investments, platforms and client review/new business processes.
• Strong organisation, accuracy and written communication; able to manage multiple cases and deadlines.
• Comfortable using CRM, document-management and financial planning systems.
• Client-first, proactive approach with ownership mindset.
• Experience supporting internationally mobile, expatriate or US-connected clients is useful but not essential.

Responsibilities

• Provide end-to-end administrative support to Financial Advisers and Paraplanners across a busy UK financial planning caseload.
• Manage client onboarding, letters of authority, account opening, new business processing, transfers, withdrawals and ongoing servicing.
• Liaise with clients, product providers, platforms and internal teams to ensure information and actions are progressed promptly.
• Prepare valuations, review packs, client documents and supporting information ahead of adviser meetings.
• Maintain complete and accurate client records, CRM data, file notes and documentation in line with FCA and internal compliance standards.
• Track cases through to completion, identify delays or missing information and take ownership of follow-up.
• Work closely within an adviser / paraplanner / administrator structure to help advisers spend more time with clients.

Skills

Organization

Accuracy

Written communication

CRM familiarity

Client-focused

Tools

CRM software

Document management systems

Financial planning systems

Job description

James and Partners is seeking an experienced Financial Advice Administrator in the West Midlands to support advisers and paraplanners across a busy wealth management portfolio.

You will manage onboarding, letters of authority, new business processing and ongoing servicing while maintaining accurate CRM records and ensuring FCA compliance. The role offers a clear career path towards paraplanning and financial advice.