Wealth Management Administrator

NJR Recruitment; England; On-site; GBP 23,000 - 28,000; Full time

Job summary

A well-established wealth management company in Staffordshire is seeking a proactive Financial Services Administrator to join their team. The role involves providing comprehensive administrative support across the client advice process and ensuring compliance standards are maintained. The successful candidate will have previous experience in a financial services admin role and strong communication skills, along with opportunities for structured training and progression within the firm.

Benefits

Structured training and development support

Opportunity to progress within the firm

Supportive team culture and modern office environment

Qualifications

• Proven experience in financial services admin/support role, preferably in IFA/wealth management.
• Familiar with Intelliflo Office or similar back-office systems.
• Highly organised and able to work in a fast-paced environment.

Responsibilities

• Provide administrative support throughout the full advice process.
• Liaise with clients to obtain policy information and manage documentation.
• Maintain client records and ensure compliance with standards.

Skills

Communication

Relationship management

Organisation

Problem-solving

Education

Award in Financial Administration or equivalent

Certificate in Financial Services

Tools

Microsoft Office

Intelliflo Office

Job description

Location: Staffordshire (Office-based)Salary: Up to £28,000 (DOE)Hours: Full-Time Monday to Friday, 9:15am - 5:15pm

NJR Recruitment is proud to be representing a well-established and growing wealth management business based in Staffordshire area. This firm is known for delivering exceptional service to a loyal client base and now seeks a proactive and enthusiastic Financial Services Administrator to join their collaborative and friendly team.

What's on Offer:

• Structured training and development support
• Opportunity to progress within a respected wealth management firm
• Supportive team culture and modern office environment
• Enhanced DBS check required for this role

Key Responsibilities:

• Provide administrative support across the full advice process from client onboarding to ongoing servicing
• Liaise with clients and providers to obtain policy information, chase outstanding documentation, and issue Letters of Authority (LOAs)
• Submit new business applications accurately and in a timely manner
• Generate quotes and illustrations using provider portals and back-office systems
• Assist with investment rebalancing, drawdown cases, and review pack preparation
• Maintain client records and ensure compliance standards are met
• Produce and update management reports using Excel
• Work closely with Financial Advisers and Paraplanners to ensure smooth service delivery
• Deliver a consistently high level of client service via phone, email, and in person

What We're Looking For:

• Previous experience in a financial services admin/support role (IFA/wealth management ideal)
• Familiarity with Intelliflo Office or similar back-office system
• Excellent communication and relationship management skills
• Strong working knowledge of Microsoft Office, especially Excel and Word
• Experience with generating illustrations, submitting applications, and producing review documentation
• Highly organised and comfortable in a fast-paced, deadline-driven environment
• Working towards, or willing to undertake, a relevant industry qualification (e.g., Award in Financial Administration, Certificate in Financial Services)
• Ability to maintain professionalism and confidentiality at all times

If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15926