Senior Wealth Administrator/Office Manager

Location: Nottingham - Hybrid Working:

Salary: up to £45,000 DOE

Benefits: 25 days holiday, career progression opportunities plus other benefits

Are you a Level 4-qualified Senior Administrator ready to step into management? This is your chance to join a well-established Wealth Management firm offering a varied, dynamic role with hybrid working and room to grow.

Key Responsibilities

Business Management

• Oversee FCA regulatory reporting, compliance, and business policies.
• Manage firm accounts, payroll, and insurance plans.
• Handle client agreements, templates, and Consumer Duty documentation.
• Maintain critical business plans and ensure adherence to industry standards.

Support Team Leadership

• Manage the daily workload of the support team.
• Conduct regular 1:1s, team meetings, and performance reviews.
• Support recruitment, onboarding, and ongoing training.
• Ensure processes run smoothly and address client or team issues promptly.

Office Operations

• Handle office contracts, utilities, and software agreements.
• Arrange provider meetings, newsletters, and team communications.
• Organize team and adviser meetings, creating agendas and tracking action points.

Ideal Candidate

• Qualified: Level 4 minimum
• Leadership Skills: Ready to step into management, with experience supporting teams.
• Detail-Oriented: Strong organizational skills and a commitment to accuracy.
• Compliance Knowledge: Familiar with FCA regulations and reporting.
• Tech-Savvy: Comfortable with financial planning software and Microsoft Office.
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Why Join?

• A hybrid role offering flexibility and a collaborative environment.
• The opportunity to grow and shape the team’s/business's success.
• Be part of a reputable firm that values its team and offers long-term career growth.

Ready to take the next step in your career? Apply today to elevate your role as a senior Paraplanner and make a real impact in the wealth management industry!