Financial Administrator to Administration Manager (Wealth Management), St Albans, £30k - £

Financial Administrator - Route to Administration Manager (Wealth Management) St Albans £30,000 - £35,000 (DOE) Hybrid Working AvailableA successful St. James''s Place Practice based in St Albans is looking to recruit a Financial Administrator to join their growing wealth management team. This is an excellent opportunity for an experienced IFA/wealth administration professional who is looking to develop their career with a clear pathway toward an Operations Manager role over time.Working within a supportive and professional environment, you will play a key role in supporting advisers and ensuring the smooth running of the client service and operational processes.Key ResponsibilitiesProcessing new business, fund switches, withdrawals, and ongoing policy servicing across major providers including Aviva, Fidelity International, Prudential plc, Aegon and Quilter.Maintaining accurate client records using back-office systems such as Xplan (training provided).Supporting advisers with client valuations, reports and compliance administration.Liaising with clients and providers to ensure a high standard of service and efficient processing of requests.Assisting with the improvement of internal processes as the practice continues to grow.RequirementsMinimum 2 years'' experience in an IFA or wealth management administration role.Confident using provider platforms and CRM/back-office systems.Knowledge of tools such as FE Analytics, Defaqto or Cashcalc would be advantageous (training ..... full job details .....