Wealth Management Administrator

Wealth Management Administrator Location: Staffordshire (Office-based) Salary: Up to 28,000 (DOE) Hours: Full-Time | Monday to Friday, 9:15am - 5:15pm NJR Recruitment is proud to be representing a well-established and growing wealth management business based in Staffordshire area. This firm is known for delivering exceptional service to a loyal client base and now seeks a proactive and enthusiastic Financial Services Administrator to join their collaborative and friendly team. What's on Offer: " Structured training and development support " Opportunity to progress within a respected wealth management firm " Supportive team culture and modern office environment " Enhanced DBS check required for this role Key Responsibilities: " Provide administrative support across the full advice process from client onboarding to ongoing servicing " Liaise with clients and providers to obtain policy information, chase outstanding documentation, and issue Letters of Authority (LOAs) " Submit new business applications accurately and in a timely manner " Generate quotes and illustrations using provider portals and back-office systems " Assist with investment rebalancing, drawdown cases, and review pack preparation " Maintain client records and ensure compliance standards are met " Produce and update management reports using Excel " Work closely with Financial Advisers and Paraplanners to ensure smooth service delivery " Deliver a consistently high level of client service via phone, email, and in person What We're Looking For: " Previous experience in a financial services admin/support role (IFA/wealth management ideal) " Familiarity with Intelliflo Office or similar back-office system " Excellent communication and relationship management skills " Strong working knowledge of Microsoft Office, especially Excel and Word " Experience with generating illustrations, submitting applications, and producing review documentation " Highly organised and comfortable in a fast-paced, deadline-driven environment " Working towards, or willing to undertake, a relevant industry qualification (e.g., Award in Financial Administration, Certificate in Financial Services) " Ability to maintain professionalism and confidentiality at all times If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR16492