Wealth Administrator

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

About the firm

A highly respected chartered financial planning firm based in Meriden is looking for an experienced Wealth Administrator to join their growing team. The business has an excellent reputation for internal progression, with many of their senior team, including Paraplanners and Managers, having been promoted from within. You’ll be joining a friendly, collaborative office of around 11 Administrators, supporting a highly Technical Adviser and Director who works with a portfolio of high‑net‑worth clients, focusing on estate and wealth planning.

The role

This is a varied and rewarding role, providing direct administrative support to an Adviser while working closely with the paraplanning and operations teams. You’ll be responsible for managing all elements of the client journey, from onboarding and maintaining accurate records, through to processing new business and liaising with providers.

Key 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 (Aviva, Scottish Widows, etc.) and internal teams to ensure a smooth advice process
• Maintain accurate client information within Intelligent Office (IO)
• Support estate and wealth planning activities for a high‑net‑worth client base
• Ensure all administrative tasks meet compliance and service standards
• Work closely with Paraplanners to ensure smooth case progression

About you

• 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 (e.g. Aviva, Scottish Widows)
• Proactive and professional, with the ability to work independently and as part of a wider team
• Comfortable working in a fast‑paced, technical environment supporting complex client cases

What’s on offer

• Competitive salary £32,000 (dependent on experience)
• Hybrid working 2‑3 days from home
• Clear pathway for career progression, with previous Administrators promoted internally to Paraplanner
• Supportive and collaborative working environment within a highly regarded Chartered firm

Next steps

Interviews will be held in two stages.

1. Initial Teams interview with the Office Manager and current Administrator
2. Final stage meeting with the Adviser/Director

Applications are being reviewed directly by the Office Manager, so early applications are encouraged.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.