Wealth Administrator

Recruit UK is supporting a well-established and growing financial planning firm in the search for a Wealth Administrator for their office in Poole. This is an excellent opportunity for an experienced Wealth Administrator looking to take on a more senior position, supporting advisers with complex client cases while helping maintain a high standard of service across the administration team.Responsibilities Include:Process complex new business, policy changes, transfers, withdrawals and valuationsProvide high-level administrative support to Financial Advisers and ParaplannersMaintain accurate client records across CRM and back-office systemsLiaise with providers to resolve complex case queries efficientlyReview work, share knowledge and provide support to junior administratorsEnsure all administration is completed in line with FCA regulations and internal proceduresBenefits:Salary up to £38,000 DoEHybrid workingFull or part-time considered25 days annual leave plus Bank Holidays, increasing with service up to 30 daysPerformance-related bonusPrivate healthcareRequirements:2 years'' experience in an IFA Administrator, Financial Services Administrator or similar Wealth Management support role (Required)Good knowledge of pensions, investments and protection productsExperience processing new business, fund switches, withdrawals, transfers and ongoing servicing requestsConfident using CRM and back-office systems (experience with SJP systems advantageous but not essential)If you''re an ..... full job details .....