Wealth Administrator

About the firm
A highly respected chartered financial planning firm based in Meriden is looking for an experienced Wealth Administrator to join their growing team. The business has an excellent reputation for internal progression, with many of their senior team, including Paraplanners and Managers, having been promoted from within. You'll be joining a friendly, collaborative office of around 11 Administrators, supporting a highly Technical Adviser and Director who works with a portfolio of high-net-worth clients, focusing on estate and wealth planning.

This is a varied and rewarding role, providing direct administrative support to an Adviser while working closely with the paraplanning and operations teams. You'll be responsible for managing all elements of the client journey, from onboarding and maintaining accurate records, through to processing new business and liaising with providers.
Key responsibilities:

• Provide dedicated administrative support to a Senior Financial Adviser/Director
• Prepare and process new business across pensions, investments and protection
• Liaise with clients, providers (Aviva, Scottish Widows, etc.) and internal teams to ensure a smooth advice process
• Maintain accurate client information within Intelligent Office (IO)
• Support estate and wealth planning activities for a high-net-worth client base...