Wealth Management Administrator (Paraplanner Progression Opportunity)

Openwork Limited; Olton; Presencial; GBP 24.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Free on-site parking

Professional development support

Progress into Paraplanning

Descripción de la vacante

Atwal Wealth Management in Solihull is seeking an experienced Administrator to own case progression end-to-end and support paraplanning potential. This role is 100% office-based at our Solihull office, requiring proactive provider liaison and meticulous administration to keep client pipelines moving smoothly.

You will manage annual review packs, verify valuations, and maintain rigorous records while supporting Advisers and the Operations Lead in day-to-day tasks.

Formación

• Proven administrative experience within Wealth Management, Financial Planning or Mortgages.
• Familiarity with provider portals, wrap platforms, pensions and investment products.
• Experience with wealth management CRM systems; Openwork network experience desirable.

Responsabilidades

• End-to-End Case Ownership: manage progression from initiation to compliant completion.
• Annual Review Preparation: collate annual client review packs and verify valuation data.
• Diligent Provider Chasing: chase LOAs, fund valuations and policy schedules.
• Compliance & Systems: maintain file hygiene and records per network standards.
• Internal Coordination: support Advisers and Operations Lead by handling admin tasks.

Conocimientos

Wealth management experience

Administrative experience

Highly organized

Attention to detail

Pressure management

Herramientas

Wealth management CRM

Descripción del empleo

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

• 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