Wealth Planning Admin: Onboarding & Paraplanning Path

James & Partners; West Kirby; On-site; GBP 30,000 - 36,000; Full time

Benefits offered by this job

20% bonus (target)

Career progression

Qualifications development support

Job summary

James & Partners in Liverpool is seeking an experienced Financial Advice Administrator to support Financial Advisers and Paraplanners across a busy UK wealth management caseload. You will manage onboarding, letters of authority, account openings and ongoing servicing, while maintaining FCA compliance and accurate CRM records.

You'll work within a team structure to help advisers spend more time with clients, with a clear progression path into Paraplanning and financial advice.

Qualifications

• 2+ years of experience within a UK IFA, financial planning or wealth management administration environment.
• Good working knowledge of pensions, investments, platforms and the client review / new business process.
• Strong organisation, accuracy and written communication, with confidence managing multiple cases and deadlines.
• Comfortable using CRM, document-management and financial planning systems.

Responsibilities

• Provide end-to-end administrative support to Financial Advisers and Paraplanners across a busy UK financial planning caseload.
• Manage client onboarding, letters of authority, account opening, new business processing, transfers, withdrawals and ongoing servicing.
• Liaise with clients, product providers, platforms and internal teams to progress information and actions promptly.
• Prepare valuations, review packs, client documents and supporting information ahead of adviser meetings.
• Maintain complete and accurate client records, CRM data, file notes and documentation in line with FCA and internal compliance standards.
• Track cases through to completion, identifying delays or missing information and taking ownership of follow-up.
• Work within adviser/paraplanner/administrator structure to help advisers spend more time with clients.

Skills

CRM usage

Client onboarding

Regulatory compliance

Attention to detail

Multitasking

Tools

CRM software

Document management systems

Financial planning software

Job description

James & Partners in Liverpool is seeking an experienced Financial Advice Administrator to support Financial Advisers and Paraplanners across a busy UK wealth management caseload. You will manage onboarding, letters of authority, account openings and ongoing servicing, while maintaining FCA compliance and accurate CRM records.

You'll work within a team structure to help advisers spend more time with clients, with a clear progression path into Paraplanning and financial advice.