Job Title: Wealth Administrator Location: Berwick-upon-Tweed Job Type: Full-time (37 hours per week), Permanent – Part-time could also be considered

We are looking to recruit an experienced Wealth Administrator to join our clients professional team based in Berwick-upon-Tweed. This is a great opportunity to play a key role in delivering high-quality support to advisers, paraplanners and clients within a respected and growing financial services firm.

If you have significant experience in financial services administration, a proactive approach and a strong eye for detail, this could be the very role for you!

Key Responsibilities

* Provide accurate and timely administrative support to advisers and paraplanners, ensuring work meets internal and regulatory standards.

* Manage your own workload while supporting the wider team to meet deadlines and service expectations.

* Act as a point of contact for process and system queries, promoting best practice and consistency.

* Assist with quality control checks and maintain high standards across documentation and communications.

* Support onboarding and informal training of new team members.

* Liaise with colleagues across paraplanning, compliance, and product providers to resolve issues and progress cases efficiently.

* Identify and escalate risks, process gaps, or client concerns.

* Contribute to improvement initiatives and projects to enhance client ser...