Senior Wealth Administrator Plymouth

We are recruiting for a Senior Wealth Administrator. Can be based in our Plymouth Office or the opportunity to work from home (subject to circumstances).

You will need to demonstrate previous sales support experience within an IFA, tied agent or life assurance environment.

Main purpose of the role

  • To work in partnership with Independent Financial Advisers to ensure a seamless service to our clients is provided
  • To process all new business documentation pertaining to pension, investment, funds and protection, from submission to completion through effective communication with our clients, partner firms and TFA advisers & management.
  • To ensure regulatory and company compliance levels are maintained through use of our back office systems – Intelligent Office.

Key Tasks

  • Requesting policy information from providers.
  • Electronic filing of client correspondence and all other relevant documentation at the time of processing
  • Obtaining client valuations and updating IO with fund information.
  • Diary management, task management and event scheduling for both adviser and yourself.
  • Updating and maintaining client details on IO
  • Dealing with telephone, email and postal queries from clients and partner firms
  • Dealing with transfer of agency novations, letters of authority and chasing fees.
  • Preparing client valuations, illustrations and quotations
  • Prepare portfolio reports and meeting packs
  • Input and submission of all new business with providers
  • Create Illustrations & Quotations
  • Prepare template suitability reports
  • Switching portfolios and fund switching
  • Reception/Office duties – ensuring the office is presentable and compliant at all times

You will have

This is a great opportunity to join a small highly specialist team within an organisation that can offer a modern and contemporary working environment. You will need to have:

  • Previous wealth management administration experience gained within the financial services environment
  • Excellent IT skills (fully proficient with Microsoft Office and financial services back office systems preferably Intelligent Office)
  • A good standard of education (minimum 9 GCSE’s or equivalents grade A-C)
  • A methodical systematic and very organised approach and be able to co-ordinate and prioritise workload to meet deadlines.
  • Excellent communication and interpersonal skills
  • The ability to be flexible and a team player who thrives in a fast-paced working environment
  • The ability to multi-task and have an excellent attention to detail

Salary & Benefits

  • Salary £18k to £25k depending upon qualifications and experience
  • 20 days holiday plus bank holidays
  • 37.5 hours per week
  • Life assurance ( 3 times salary)
  • Personal Pension – Employer 5%, Employee min 3%
  • Annual Review and opportunity for training and professional qualifications

Are we the right company for you?

To find out whether we are the right company for you why not take a look at what our people say by scrolling through the comments above? You can see the advisers and administrators who work for us on Our People page and you can also see what our clients say about the level of service we provide to them by reading their feedack on Feefo which you can navigate to here or from our homepage. You can also check us out on Facebook, Instagram, Twitter and LinkedIn.

To apply for this opportunity please call Charlotte Glazier on 0800 389 9708 or email your CV and covering letter to