Role: Wealth Management Administrator
Location: Liverpool
Salary: £30,000 - £45,000 (Higher DOE)
Reference Number: 10359
About the Role
Recruit UK is working on behalf of a respected wealth management firm to recruit an experienced Wealth Management Administrator based in Liverpool.
Reporting to the Regional Client Services Manager, this role is an integral part of the client service team, supporting Advisers in delivering exceptional client experiences and ensuring efficient management of client portfolios. You’ll collaborate closely with Advisers, Paraplanners, and Client Service Administrators to oversee all aspects of client administration and communication.
The Company
You will be joining an award-winning, large wealth management firm with offices all across the UK. They have an outstanding reputation for promoting employees individually through the business and awarding them for their efforts.
Key Responsibilities
As a Wealth Management Administrator, you will be responsible for:
Client Administration
*Manage a portfolio of clients, ensuring all records are accurate and up to date.
*Prepare client files and supporting documentation for adviser meetings.
*Handle client queries professionally and promptly.
*Process new business applications for a wide range of financial products.
*Liaise with product providers to ensure timely completion of applications.
*Complete KYC and AML checks to meet compliance standards.
*Maintain accurate client information and transactions within the CRM system.
Documentation and Reporting
*Prepare illustrations and basic suitability reports from adviser recommendations.
*Ensure all client documentation is accurate and submitted promptly.
*Update client portfolios and systems following investment or policy changes.
*Support paraplanners with data collection and research for financial plans.
Client Relationship Management
*Maintain regular communication with clients throughout their journey.
*Coordinate client review meetings and ensure follow-up actions are completed.
*Build and nurture relationships with providers, platforms, and professional connections such as solicitors and accountants.
Office Administration and Compliance
*Support the smooth day-to-day running of the office and administrative functions.
*Handle correspondence and sensitive information securely.
*Contribute to the improvement of internal processes and systems.
*Ensure compliance with all regulatory and internal standards.
*Assist with audits and compliance reviews where required.
Experience and Skills Required
*Previous experience within an IFA or Financial Services environment.
*Experience using Transact would be highly advantageous for this role
*Strong understanding of financial products, investments, and pensions.
*Experience managing a client portfolio within a regulated environment.
*Good knowledge of compliance, KYC, and AML processes.
*Proficient in CRM/back-office systems.
*In-depth understanding of investments, pensions, and financial planning products.
Benefits
*£30,000- £45,000 (Negotiable for highly experienced candidates)
*Hybrid working
*25 days annual leave + bank holidays
*1 Wellbeing Day
*Pension scheme
*Death in Service cover
*Enhanced policy benefits
*Study support provided
If you are an experienced Wealth Management Administrator seeking a new opportunity with a professional and supportive firm, Recruit UK would love to hear from you.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a UK Wealth Management Firm in Liverpool on a Wealth Management Administrator role.