Wealth Administrator

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 environment

Ad ID: 5416940105