Financial Services Administrator - Stourbridge
About the company
An established national wealth management firm, known for delivering bespoke financial planning and investment solutions to private clients and businesses. With substantial resources and stability gained through continued national growth, the firm maintains an approachable, client-centred office environment in Stourbridge, offering employees structured operational backing and a collaborative team culture.
Your tasks
If you are currently working in wealth management administration and looking for a more secure, well-structured environment, this role offers the stability of a leading UK wealth management group combined with the close-knit feel of an established Stourbridge team. You will enjoy a competitive benefits package, hybrid flexibility, and day-to-day variety across a broad range of private client portfolios.
Requirements
Key Responsibilities
- Process new business applications, fund switches, and portfolio reallocations across pensions and investments, giving you comprehensive operational oversight of client files and direct exposure to major platform systems.
- Prepare comprehensive meeting packs, valuations, and performance summaries ahead of adviser meetings, deepening your technical understanding of the advice process while working in close partnership with planners.
- Act as a primary administrative contact for clients, providers, and professional intermediaries, giving you day-to-day autonomy over correspondence and allowing you to build trusted working relationships.
- Maintain and update client records across the firm's back-office systems, ensuring you gain confidence in managing clean data workflows and developing your broader practice-management skills.
What we offer
Benefits: Hybrid working, 25 days annual leave, Life assurance, Bonus scheme, Income protection, Study support, 5% matched Pension contribution and some flexible benefits too!
Other
Financial Services Administrator – Stourbridge Salary: Up to £29,000
Requirements
- Proven administration experience within an independent financial advisory practice or wealth management firm.
- Working understanding of core retail financial products, including pensions, ISAs, and general investment accounts.
- Familiarity with financial planning back-office systems and modern wrap platforms.
- Strong communication and task-prioritisation capabilities, allowing you to manage multiple administrative workflows effectively.
If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.
Related Job Titles: Wealth Management Administrator, IFA Administrator, Financial Services Administrator, Client Support Administrator, Pensions Administrator
Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.