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- Tasks: Provide admin support to Wealth Builder Advisers and manage client communications.
- Company: Dynamic financial services firm in Newcastle with a focus on growth.
- Benefits: Competitive salary, flexible hours, and opportunities for professional development.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: 3+ years in the IFA market and strong communication skills required.
- Other info: Fast-paced environment with great career progression opportunities.
The predicted salary is between 30000 - 40000 £ per year.
Reporting to: Operations Manager
Date of Issue: April 2026
Role objective
To provide administrative support to the Wealth Builder Advisers and Head of Wealth Builder.
Summary of job purpose
- Processing the submission of new & top up business to relevant provider platforms, checking and ensuring adviser has provided full compliance requirements.
- Updating our back-office system and uploading all relevant documents.
- Working with various provider platforms – to add expectations for new monies in, process fund switches, purchase and/or sell down funds and implement payments to clients.
- Supporting and dealing with our migration project – moving assets from the client’s existing platform provider to Hubwise.
- Calling clients to book annual review meetings into Adviser diaries where required and preparing client meeting report packs for the Advisers to use.
- Supporting Advisers in collating information/documents in preparation for meetings including calling third party providers over the phone and accessing their online platforms.
- Answering inbound telephone calls including overflow in support of the Receptionist.
- Ad hoc Projects.
Planning and reporting
Deals with all aspects of work in a timely manner to facilitate migrations and submission of new business/purchasing and selling of funds. Reporting to Head of Wealth Builder.
External relationships
Liaising with Providers/Platforms to process new business, fund switches, fund sales and/or purchases. Dealing with client calls and emails.
Internal relationships
Working closely with the administration teams and other support teams within the company. Working closely with all Advisers to provide full support preparing for client meetings through to New Business and adviser support requests.
This job description may be reviewed and subsequently amended to better reflect any changes required in the role.
Person specification
- Excellent interpersonal skills.
- Ability to communicate clearly and concisely, both orally and in writing.
- Working within a fast‑paced office with a large team and the ability to work independently.
- Ability to organise own workload, prioritise effectively and identify issues for escalation.
- Ability to learn new software.
- Previous work experience in the IFA Market/dealing with Provider Platforms – ideally at least 3 years minimum experience required.
Administrator – Wealth Builder (Newcastle) in Newcastle upon Tyne employer: Shackleton Advisers Limited
Contact Detail:
Shackleton Advisers Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator – Wealth Builder (Newcastle) in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and administration sectors. You never know who might have a lead on a job or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and the role thoroughly. Be ready to discuss how your skills align with the responsibilities of the Administrator – Wealth Builder position.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family. This will help you feel more confident and articulate when discussing your experience and how it fits the job.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive!
We think you need these skills to ace Administrator – Wealth Builder (Newcastle) in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Administrator role. Highlight your experience in administrative support, especially in the financial sector, and showcase any relevant skills that match the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Wealth Builder team. Mention specific experiences that relate to processing submissions and liaising with clients or providers.
Show Off Your Communication Skills: Since this role requires excellent interpersonal skills, make sure your written application reflects your ability to communicate clearly. Avoid jargon and keep your language straightforward and professional.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Shackleton Advisers Limited
✨Know Your Stuff
Make sure you understand the role of an Administrator in Wealth Building. Familiarise yourself with the key responsibilities, like processing submissions and liaising with providers. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Show Off Your Interpersonal Skills
Since this role requires excellent communication, be prepared to demonstrate your interpersonal skills during the interview. Think of examples where you've effectively communicated with clients or colleagues, especially in a fast-paced environment. This will highlight your ability to fit into their team.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess how you'd handle specific situations, like dealing with client calls or managing tight deadlines. Practise your responses to these types of questions, focusing on your problem-solving skills and ability to prioritise tasks.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture or the migration project mentioned in the job description. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.