Wealth Administrator in Plymouth

We are an established Senior Partner Practice of St. James's Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team. This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice.

About the Role - Wealth Administrator

We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management. You will be part of the engine room of the firm's client service proposition helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time.

Key Responsibilities - Wealth Administrator

• Own client servicing tasks for our client bank
• Support the delivery of client review cycles, follow-ups and recurring servicing tasks
• Maintain accurate client records, workflows and management information
• Work closely with wealth planners and paraplanners to support case preparation and client communication
• Help ensure client enquiries are handled professionally, warmly and efficiently
• Support compliance and operational processes in line with the firm's standards
• Identify process friction and suggest practical improvements
• Escalate appropriately where judgement, authority or technical input is required
• Contribute to a professional, client-focused and supportive team culture

What We Are Looking For - Wealth Administrator

We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment. You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management or an SJP Partner Practice would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn.

The ideal candidate will bring:

• Strong administration and organisational skills
• Excellent attention to detail
• A warm and professional communication style
• Confidence dealing with clients by email and telephone
• The ability to manage tasks, deadlines and follow-ups reliably
• A proactive approach to solving problems and improving processes
• Comfort working with CRM systems (Salesforce) and workflow tools
• A strong team ethic and willingness to support colleagues
• An interest in developing a career within wealth management

What Good Looks Like - In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard. You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business.

Development and Progression - We are committed to supporting the development of our people. The role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities toward Senior Wealth Administrator as well as pursuing professional qualifications.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.