Senior Administrator – Intermediaries

Location

Hemel Hempstead

Salary

Competitive

Type

Permanent

Workplace

On-Site

Reference

88789

Recruiter

Managing This Role

Job Title

Senior Administrator Wealth & Investments

Location

Newcastle | Hybrid | Up to £45,000

Description

An exciting opportunity to join a growing Wealth & Investment business as a Senior Administrator supporting the Intermediaries Office. The role involves delivering operational efficiency, supporting change initiatives, and improving processes across the business.

Key Responsibilities

• Oversee monthly portfolio rebalancing and ensure smooth operational processes.
• Manage team inboxes, engaging with internal and external stakeholders.
• Support onboarding of intermediary firms in line with CDD and AML standards.
• Collaborate with internal teams including IT, Finance, Operations, and Business Management.
• Participate in governance meetings, forums, and change projects.
• Drive continuous improvement initiatives within the team.

Required Experience

• Background in investment management, wealth management, or banking.
• Strong understanding of client due diligence (CDD) and front office operations.
• Good knowledge of investment/fund management.
• Confident communicator with stakeholder management skills.
• Numerate with the ability to produce relevant management information (MI).

Desirable

• Degree-qualified.
• Detail-oriented and highly organised.
• Ability to manage multiple priorities in a fast-paced environment.

What’s on Offer

• Salary up to £45,000 depending on experience.
• Flexible hybrid working.
• Opportunity to work in a collaborative, high-performing environment.
• Focus on personal development and internal progression.

#J-18808-Ljbffr