Senior Administrator – Elevate Your Career in Wealth Management Operations Are you an experienced Financial Services Administrator looking to join a forward-thinking Wealth Management firm? This opportunity is ideal for someone who thrives in a structured, process-driven environment and is passionate about delivering exceptional client service. Salary up to £30,000 This established and growing firm is seeking a Senior Administrator to join their high-performing operations team, supporting Financial Advisers and ensuring smooth, compliant business processes for valued clients. If you're looking for a long-term role in Wealth Management administration, this could be the perfect fit. Key Responsibilities: As Senior Administrator, you will play a key role within the client services and operations team, with duties including: Processing new business submissions across pensions, investments, and protection cases, ensuring accuracy and compliance. Acting as the first point of contact for queries from Financial Advisers, clients, and providers. Managing the deceased client process with care, liaising with executors and providers to close cases efficiently. Supporting with commission queries, direct debit issues, and policy updates. Monitoring shared inboxes and ensuring queries are handled within SLAs. Overseeing the compliance file process, ensuring accurate scanning and documentation. Managing Letters of Authority (LOAs), pension forecasts, and Attitude to Risk processes using tools like Dynamic Planner. Ensuring Know Your Client (KYC) and Anti-Money Laundering (AML) documentation is up to date. Annual review and cleansing of hard copy client files. Ideal Candidate: Previous experience in Wealth Management, IFA administration, or Financial Planning support. Highly organised, detail-oriented, and able to manage multiple tasks. Confident communicator with experience handling client and provider queries. Knowledge of financial products such as pensions, ISAs, and life policies. Strong IT skills and comfortable using back-office systems (e.g., Intelligent Office). If you're ready to progress your career in financial services administration, apply today and become part of a thriving team in the heart of the Wealth Management sector.