Wealth Management Administrator (Paraplanner Progression Opportunity)

Openwork; West Midlands; Presencial; GBP 24.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Free on-site parking

Professional development support

Opportunity to progress into Paraplans

Descripción de la vacante

Atwal Wealth Management in Solihull is seeking an experienced Administrator to own case progression and annual review packs in a fast-growing wealth management practice. This role develops toward paraplanning and requires proactive liaison with providers to keep pipelines moving.

You will manage end-to-end case progression, maintain excellent file hygiene, and support the Advisers and Operations Lead by handling administrative tasks with precision and pace.

Formación

• Experience within Wealth Management, Financial Planning or Mortgages is required.
• Proven administrative experience in a financial services setting.
• Familiarity with provider portals and wrap platforms.
• Experience with wealth management CRM systems.
• Highly organised and detail-focused, able to work under pressure.

Responsabilidades

• End-to-End case progression from initiation to compliant completion.
• Lead annual client review packs and verify valuation data.
• Proactively chase LOAs, fund valuations and policy schedules.
• Maintain file hygiene and comply with network standards.
• Provide operational backbone to enable Advisers to focus on clients.

Conocimientos

Wealth management experience

Administrative experience

Organised

Detail-oriented

Provider liaison

Herramientas

Wealth management CRM systems

Provider portals

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