Wealth Management Administrator

Wealth Management Administrator Location: Staffordshire (Office-based)Salary: Up to 28,000 (DOE)Hours: Full-Time Monday to Friday, 9:15am - 5:15pmNJR Recruitment is proud to be representing a well-established and growing wealth management business based in Staffordshire area. This firm is known for delivering exceptional service to a loyal client base and now seeks a proactive and enthusiastic Financial Services Administrator to join their collaborative and friendly team.What''s on Offer:" Structured training and development support" Opportunity to progress within a respected wealth management firm" Supportive team culture and modern office environment" Enhanced DBS check required for this roleKey Responsibilities:" Provide administrative support across the full advice process from client onboarding to ongoing servicing" Liaise with clients and providers to obtain policy information, chase outstanding documentation, and issue Letters of Authority (LOAs)" Submit new business applications accurately and in a timely manner" Generate quotes and illustrations using provider portals and back-office systems" Assist with investment rebalancing, drawdown cases, and review pack preparation" Maintain client records and ensure compliance standards are met" Produce and update management reports using Excel" Work closely with Financial Advisers and Paraplanners to ensure smooth service delivery" Deliver a consistently high level of client service via phone, email, and in personWhat We''re ..... full job details .....