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Wealth Administrator
Job Posted: 2 days ago
Salary: £ 28,000 - 35,000 / Annum
Job Type: Permanent
Location: Berwick-Upon-Tweed, Northumberland
Expire in: 25 days
Job Description
Job Title: Wealth Administrator
Location: Berwick-upon-Tweed
Job Type: Full-time (37 hours per week), Permanent – Part-time could also be considered
We are looking to recruit an experienced Wealth Administrator to join our clients professional team based in Berwick-upon-Tweed. This is a great opportunity to play a key role in delivering high-quality support to advisers, paraplanners and clients within a respected and growing financial services firm.
If you have significant experience in financial services administration, a proactive approach and a strong eye for detail, this could be the very role for you!
Key Responsibilities
* Provide accurate and timely administrative support to advisers and paraplanners, ensuring work meets internal and regulatory standards.
* Manage your own workload while supporting the wider team to meet deadlines and service expectations.
* Act as a point of contact for process and system queries, promoting best practice and consistency.
* Assist with quality control checks and maintain high standards across documentation and communications.
* Support onboarding and informal training of new team members.
* Liaise with colleagues across paraplanning, compliance, and product providers to resolve issues and progress cases efficiently.
* Identify and escalate risks, process gaps, or client concerns.
* Contribute to improvement initiatives and projects to enhance client service and operational efficiency.
* Maintain accurate CPD records and complete timesheets in line with company policy.
About You
Experience: Significant background in a client support or operations role within a financial planning or wealth management environment.
Knowledge: Familiarity with the advice process, compliance requirements (FCA/COBS), and documentation lifecycle.
Systems: Skilled in using CRM/back-office systems such as Xplan and liaising with financial platforms/provides
Skills: High attention to detail and accuracy, strong organisational and time-management skills, clear written and verbal communication, ability to work both independently and collaboratively
Mindset: Proactive, team-focused, and committed to continuous improvement.
Desirable: Level 3 Certificate in Regulated Financial Services Operations (or equivalent) or working towards it.
What Success Looks Like
* Delivering accurate, timely work with minimal rework.
* Being a trusted support to colleagues and advisers.
* Actively contributing to process improvements.
* Receiving positive feedback on responsiveness and quality of support.
* Maintaining up-to-date CPD and accurate time recording.
About The Client
This client is a long-established Accountancy firm offering a broad range of accountancy, audit, IT and financial planning services.
The business has a strong focus on staff development, with many team members enjoying long careers with the firm.
They pride themselves on maintaining a welcoming, collaborative culture and a genuine work-life balance, offering employees the chance to progress their careers while enjoying a fulfilling lifestyle in a beautiful location.
Interested?
If you have the skills and experience to excel in this role, we’d love to hear from you. Apply today to join a supportive, forward-thinking team in a progressive financial services environmentBefore You Apply
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