Wealth Administration Specialist | Hybrid & Growth Path

IDEX Consulting; Coventry; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

A leading financial planning firm in Coventry is seeking a Wealth Administrator to support a Senior Financial Adviser. The role involves managing client journeys, processing new business, and liaising with providers. Ideal candidates have 2+ years in wealth management, strong organisational skills, and experience with Intelligent Office. A competitive salary of £32,000 and hybrid working are offered.

Benefits

Competitive salary

Hybrid working 2-3 days from home

Clear pathway for career progression

Qualifications

• Minimum 2 years’ experience in an IFA/wealth management administration role.
• Strong organisational and communication skills with high attention to detail.
• Confident using Intelligent Office (IO) or similar and liaising with providers.

Responsibilities

• Provide dedicated administrative support to a Senior Financial Adviser/Director.
• Prepare and process new business across pensions, investments and protection.
• Liaise with clients, providers and internal teams to ensure a smooth advice process.

Skills

Organisational skills

Communication skills

Attention to detail

Proactive attitude

Use of Intelligent Office (IO)

Tools

Intelligent Office (IO)

Aviva

Scottish Widows

Job description

A leading financial planning firm in Coventry is seeking a Wealth Administrator to support a Senior Financial Adviser. The role involves managing client journeys, processing new business, and liaising with providers. Ideal candidates have 2+ years in wealth management, strong organisational skills, and experience with Intelligent Office. A competitive salary of £32,000 and hybrid working are offered.