Wealth Management Administrator (Paraplanner Progression Opportunity)

Openwork Limited; Metropolitan Borough of Solihull; Hybrid; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Free on-site parking

Professional development support

Progression into Paraplanning

Job summary

Atwal Wealth Management in Solihull is seeking an experienced Administrator (with potential to move into paraplanning). You will own the end-to-end progression of wealth management cases, prepare annual review packs, and proactively liaise with providers to secure LOAs and schedules.

The role is 100% office-based with the possibility to progress into Wealth Advice. The successful candidate will be highly organised, detail-focused and able to work under pressure in a fast-paced environment.

Qualifications

• Experience within Wealth Management, Financial Planning or Mortgages is required.
• Familiarity with provider portals, wrap platforms, pensions and investment products.
• Experience with wealth management CRM systems; Openwork Partnership systems is a plus.

Responsibilities

• End-to-End Case Ownership: progress wealth management cases from start to compliant completion.
• Annual Review Preparation: collate annual client review packs and validate valuations.
• Diligent Provider Chasing: pursue LOAs, fund valuations and policy schedules.
• Compliance & Systems: maintain file hygiene and comply with network standards.
• Internal Coordination: support Advisers and Operations Lead by owning admin tasks.

Skills

Wealth management experience

Organised

Detail-oriented

Ability to work under pressure

Proactive communication

Tools

Wealth management CRM

Provider portals

Wrap platforms

LOA tracking tools

Job description

Company: Atwal Wealth Management
Location: 968 Warwick Road, Solihull, B91 3HN (100% Office-Based)
Salary: £24,420 - £30,000 per year (Full-Time)

About the Role

We are Atwal Wealth Management, a fast-growing wealth management practice based in Solihull. We operate a highly efficient, tech-forward front office, and due to growth we are currently facing a bottleneck in our downstream administrative execution. This role is not suited to someone new to the industry.

We need a highly experienced, proactive Administrator (with the potential to step into paraplanning) who can hit the ground running. You will take full ownership of case progression, annual review preparation, and proactive provider liaison to ensure our pipeline moves seamlessly.

Core Responsibilities

• End-to-End Case Ownership: Manage the progression of wealth management cases from initiation to compliant completion.
• Annual Review Preparation: Take the lead on collating comprehensive annual client review packs and checking valuation data against client holdings.
• Diligent Provider Chasing: Proactively and repeatedly chase product providers and wrap platforms for Letters of Authority (LOAs), fund valuations, and policy schedules.
• Compliance & Systems: Maintain pristine file hygiene and accurate records in line with strict network compliance standards.
• Internal Coordination: Act as the operational backbone for the firm, taking full ownership of administrative tasks so the Advisers and Operations Lead can focus on clients.

Essential Requirements

• Experience: Proven administrative experience specifically within Wealth Management, Financial Planning or Mortgages. (Generic administrative experience is not sufficient for this role).
• Technical Knowledge: Familiarity with provider portals, wrap platforms, pensions, and investment products.
• Systems: Experience with wealth management CRM systems. Direct experience with The Openwork Partnership network and systems is highly desirable but not essential.
• Working Style: Highly organised, detail-focused, and comfortable working under pressure in a fast-paced environment where priorities shift.
• Location: This role is strictly 100% office-based in Solihull. Candidates must be able to commute comfortably to B91 five days a week.

What Success Looks Like

• Cases do not sit idle; bottlenecks are identified and cleared proactively.
• Providers are chased consistently and effectively without needing prompting.
• The Operations Lead and Advisers are entirely freed from chasing operational and administrative tasks.

Benefits & Application

• Benefits: Free on-site parking, professional development support, and the opportunity to progress into Paraplanning.

£45,000 - £55,000 basic salary for candidates with the potential to progress into Wealth Advice