Senior Wealth Administrator in Altrincham

About the Company

Our client is a well-established and successful financial planning practice. They provide bespoke financial planning services to business owners, professionals and high-net-worth individuals, and are known for their expert advice, outstanding client service and long-term client relationships.

About the Role

As the business continues to grow, they are looking for a proactive and highly organised Wealth Administrator to join their Operations team. This is an excellent opportunity for someone who thrives in a fast-paced, client-focused environment and takes real pride in delivering a first-class service.

Responsibilities

• Business Processing
  • Submit new investment, pension and protection applications through the firm's electronic business submission system.
  • Monitor new business from submission through to completion, proactively managing each case to ensure smooth progress.
  • Liaise with providers to obtain updates, resolve outstanding requirements and minimise delays.
  • Chase outstanding documentation, transfer requests and provider information to ensure timely completion of applications.
  • Keep advisers and clients informed of progress throughout the application process.
  • Update client records and CRM systems once applications have completed.
  • Take ownership of your business pipeline, ensuring all cases progress efficiently and accurately.
• Client Administration
  • Input and maintain accurate client information.
  • Prepare high-quality client presentation packs and documentation for meetings and client signatures.
  • Maintain accurate electronic client records and documentation.
  • Support advisers with post-meeting administration and implementation of recommendations.
  • Ensure all client documentation is processed in line with internal procedures and FCA requirements.
• Adviser and Client Support
  • Arrange weekly case review meetings with advisers to discuss pipeline progress and agree next actions.
  • Act as a key point of contact for advisers, clients and providers regarding ongoing cases.
  • Provide clients with timely, professional updates on the progress of their applications.
  • Build strong working relationships with colleagues and external providers to support excellent client outcomes.
• General Administration
  • Support the smooth day-to-day running of the office.
  • Assist with stock management and ordering of office supplies.
  • Contribute to continuous improvement of administrative processes and ways of working.
  • Provide administrative support to the wider Operations team as required.

Qualifications

Previous administration experience within financial services, wealth management or a professional services environment.

Required Skills

• Excellent organisational skills with the ability to manage multiple priorities.
• High level of attention to detail and accuracy.
• Strong written and verbal communication skills.
• Professional and confident telephone manner.
• Proficient in Microsoft Office, including Outlook, Word, Excel and Teams.
• Able to work proactively and independently while contributing positively to a team environment.
• High level of integrity and commitment to maintaining confidentiality.

Preferred Skills

• Experience using CRM systems.
• Familiarity with wealth management platforms and electronic business submission systems.
• Understanding of investment, pension and protection products.

Pay range and compensation package

Salary: £28,000-£34,000 DOE