Join Our Team as a Wealth Management Administrator Location: Meriden- Hybrid - 4 days in office, 1 day remote Salary: Up to £30,000 per annum Progression Opportunities: Professional qualifications supported for career growth Are you ready to make an impact in a highly respected Wealth Management and Financial Planning company? We’re seeking a dedicated and proactive Administrator to join our thriving team. If you’re passionate about client service, well-organized, and eager to contribute to a dynamic environment, this is the perfect opportunity What You'll Do As a key member of our Wealth Management Administration Team, your role will include: Client Support Excellence: Acting as a crucial liaison between paraplanners, financial planners, and clients. Providing top-tier administrative support to financial planners. Preparing client review packs and documentation, ensuring seamless post-meeting actions. Operational Efficiency: Managing diaries and ensuring efficient time management for financial planners. Processing new business on various platforms, including fund switches, pension transfers, and ISA contributions. Handling Letters of Authority and communicating with providers to process client requests promptly. Collaboration & Documentation: Drafting suitability letters and updating client details in our back-office system. Supporting internal teams and ensuring smooth workflows across the company. What You Bring Experience: At least 3 years of experience in a financial planning environment. Knowledge: A strong grasp of investments, pensions, and protection products. Skills: Excellent written and verbal communication. Confident in using Microsoft Office and CRM platforms. A keen eye for detail and the ability to multitask effectively. Initiative and a team-focused mindset. Attitude: Flexible, proactive, and committed to delivering exceptional service. Why Join Us? Career Growth: Interested in pursuing professional qualifications? We’ll support you every step of the way Training: Comprehensive on-the-job training to bridge any gaps in product or provider knowledge. Team Environment: A collaborative, supportive culture that values your contributions. If you’re looking for a role where your skills will be appreciated, your contributions will make a real difference, and you can grow your career within a well-established firm, we want to hear from you Apply today and take the next step in your career journey with us