Derek Mills Wealth Consultancy
Senior Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Join an award-winning Wealth Management Practice
An opportunity has arisen for an experienced Senior Administrator to join our friendly and highly successful wealth management practice based in Solihull.
We are proud to work with Söderberg & Partners, one of Europe’s leading wealth management groups, combining exceptional personal service with innovative technology to deliver outstanding client outcomes.
A genuine part-time role – and a permanent one
We want to be clear about this from the outset, because it matters to us and it should matter to you.
This is a permanent part-time position. We invest properly in training our people on our systems, our providers and our processes, and we are looking for someone who wants to build a long-term career with us on reduced hours – not someone who is looking for full-time work and would move on at the first opportunity.
If you actively want part-time hours – whether that is around family, caring responsibilities, study or simply the way you want to work – we would very much like to hear from you. We are happy to shape the hours and days around what works for you.
The Role
Working as part of our close-knit team, you will play a key role in supporting our advisers and paraplanners, ensuring that client work is processed accurately and efficiently throughout the advice journey. You will receive full training on our systems and processes and will become an important part of the day-to-day running of the practice.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Your responsibilities will include:
- Managing client workflows, tasks and case tracking using the Plannr CRM system.
- Preparing and issuing Letters of Authority, and obtaining existing plan information from providers.
- Submitting new business and progressing applications, transfers and switches through to completion.
- Obtaining valuations, illustrations and policy information from providers and platforms.
- Preparing client review packs and meeting documentation.
- Gathering and inputting client information into financial planning, cashflow and tax calculation software.
- Liaising with product providers, platforms, clients and professional connections such as accountants and solicitors.
- Monitoring cases and chasing outstanding items so that nothing sits still.
- Maintaining accurate client records and compliance files to a high standard.
- Providing day-to-day administrative support to advisers and paraplanners.
About You
You will be highly organised, proactive and comfortable working in a busy, professional environment where accuracy really counts.
Essential:
- Previous experience within Financial Services – ideally within an IFA or wealth management practice, or with a platform, provider or life office.
- Excellent attention to detail and accuracy.
- Strong organisational and time management skills, with the ability to prioritise your own workload.
- Excellent written and verbal communication skills.
- Confidence using IT systems and learning new technology.
- A positive, flexible and professional attitude, and the ability to work both independently and as part of a team.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Preferred:
- Experience of pensions, investment and platform administration.
- Familiarity with adviser back-office or CRM systems such as Plannr, Intelligent Office, Curo, Salesforce or similar.
- Experience of working with platforms such as Transact, Quilter, Aviva, Fidelity Adviser Solutions, Nucleus, or comparable.
- Progress towards CII qualifications (for example R01 or CF1) – welcomed, though not a requirement.
What We Offer
- Flexible part-time hours, arranged around you.
- Competitive salary, pro rata, dependent on experience.
- [XX] days holiday pro rata, plus bank holidays.
- [Pension / other benefits – please complete].
- Full training on the Plannr CRM system and our internal processes.
- Support with professional qualifications and ongoing development.
- Hybrid working considered following successful completion of probation and system training.
- A friendly, collaborative and supportive working environment where you will be a valued part of a small team.
If you have excellent attention to detail, enjoy working in Financial Services and are looking for a varied, rewarding part-time role where you can settle in for the long term, we would love to hear from you.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills