Wealth Management Administrator
Birmingham
Salary: Up to £32,000 (depending on experience)
Ref: NJR16276


We are recruiting for a highly organised and proactive ’Client Services Executive’ to join a respected and growing financial services organisation. This is an excellent opportunity for someone with strong administrative experience within financial services who is looking to build their technical knowledge and career in a supportive and professional environment.
You will play a key role in delivering high-quality client service, supporting advisers, and ensuring all administration is handled accurately, efficiently, and compliantly.


About the Role
Reporting to the Client Services Manager, you will be responsible for the day-to-day administration of life, pension, and investment business. You will also be involved in preparing documentation, maintaining accurate records, supporting annual review processes, and liaising with clients and product providers.
This is not a regulated role, and does not fall under ESMA knowledge and competence guidelines.


What’s on Offer
*Salary up to £32,000 depending on experience.
*Opportunity to develop knowledge and technical skills in a well-supported environment.
*Clear progression path within a growing financial services business.
*Professional, collaborative team culture.


Key Responsibilities
Client Service & Communication
*Provide a professional, courteous, and efficient service to clients at all times.
*Liaise confidently with clients, solicitors, accountants, product providers, and advisers via phone, email, and written correspondence.
*Produce standard and non-standard letters in response to enquiries.
Administration & Processing
*Manage day-to-day administration for life, pension, and investment products.
*Submit new online applications, top-ups and paper-based applications, ensuring compliant and accurate processing.
*Maintain trackers, spreadsheets, and internal activity logs to support efficient workflow.
*Process fund switches, platform withdrawals, adviser fees, payaways, and splits.
*Manage Annual Review and Portfolio Review schedules, ensuring timely completion by advisers and the Review Team.
*Assist with Annual Reviews and Portfolio Reviews during busy periods.
*Check portfolio reports prepared by the Review Team.
*Handle group scheme renewals, auto-enrolment, and ongoing member servicing.
Technical & Business Support
*Undertake product and market research as required.
*Obtain life, investment and pension quotations, presenting these to advisers alongside supporting documents.
*Maintain and update compliance documentation, ensuring all files meet regulatory standards.
*Develop and maintain strong working knowledge of relevant systems, particularly Intelliflo Office (IO) and EIM platforms.
*Understand adviser bandings, introducers, payaways and associated processes.
*Support apprentice staff with training and mentoring when directed.
Compliance & Professional Standards
*Adhere to FCA, TCF, T&C, financial crime and internal compliance procedures at all times.
*Keep knowledge up to date with relevant product, legislative and technical changes.
*Maintain accurate CPD records.
*Follow ethical and professional standards in all client interactions.


Skills & Knowledge Required
*Solid administration experience within financial services (life, pensions, investments).
*Strong understanding of client service and back-office processes.
*Good technical knowledge or willingness to develop in this area.
*High level of accuracy, organisation and attention to detail.
*Proficient with Intelliflo Office (IO) or similar CRM/back-office systems (advantageous).
*Strong written and verbal communication skills.
*Ability to handle multiple tasks and deadlines.
*Positive attitude, willingness to learn, and a professional approach.