Wealth Planning Administrator — Hybrid & Growth‑Driven

Recruit Wealth Limited; Westerham; Hybrid; GBP 32,000 - 36,000; Full time

Benefits offered by this job

Hybrid work model

Private Pension

Private Medical Insurance

Death in Service

Employee Assistance Program

Discretionary bonus up to 10%

Hybrid/Work from home

Support for professional quals

Job summary

Recruit Wealth Limited is seeking an experienced Financial Services Administrator to join the Advice Operations team in Westerham. You will support Financial Planners and Paraplanners, ensuring a seamless client journey in a modern, technology-driven firm.

Join a collaborative, growth-focused environment with strong development opportunities and hybrid working. The role emphasises client service, relationship building and efficient processes within Wealth Management.

Qualifications

• Experience in Financial Planning, Wealth Management or related Financial Services.
• Experience as Client Administrator or similar support role.
• Strong organisational skills with high attention to detail.
• Ability to manage multiple priorities in a busy environment.
• Excellent communication and relationship-building skills.
• Proactive and team-focused approach.
• Familiarity with Microsoft Office and back-office provider platforms.
• CURO experience is advantageous.

Responsibilities

• Manage end-to-end new business administration process.
• Process new business accurately within service standards.
• Liaise with providers, solicitors, accountants and third parties.
• Handle Letters of Authority and provider follow-ups.
• Support Financial Planners with pipeline management and client service.
• Maintain accurate, compliant client records across systems.
• Assist with meeting prep and ongoing client communications.
• Manage incoming and outgoing correspondence and documentation.
• Deliver excellent client service via phone and email.
• Support process improvements and operational efficiencies.

Skills

Organisational skills

Excellent communication

Multi-tasking

Proactive and team-focused

Microsoft Office proficiency

CURO back-office familiarity

Provider platforms knowledge

Tools

Microsoft Office

CURO

Job description

Recruit Wealth Limited is seeking an experienced Financial Services Administrator to join the Advice Operations team in Westerham. You will support Financial Planners and Paraplanners, ensuring a seamless client journey in a modern, technology-driven firm.

Join a collaborative, growth-focused environment with strong development opportunities and hybrid working. The role emphasises client service, relationship building and efficient processes within Wealth Management.