Administrator – Wealth Builder (Newcastle)

Administrator – Wealth Builder (Newcastle)

Job title: Administrator – Wealth Builder
Reporting to: Operations Manager
Date of Issue: April 2026

Role objective

To provide administrative support to the Wealth Builder Advisers and Head of Wealth Builder.

Summary of job purpose

• Processing the submission of new & top up business to relevant provider platforms, checking and ensuring adviser has provided full compliance requirements.
• Updating our back‑office system and uploading all relevant documents.
• Working with various provider platforms – to add expectations for new monies in, process fund switches, purchase and/or sell down funds and implement payments to clients.
• Supporting and dealing with our migration project – moving assets from the client’s existing platform provider to Hubwise.
• Calling clients to book annual review meetings into Adviser diaries where required and preparing client meeting report packs for the Advisers to use.
• Supporting Advisers in collating information/documents in preparation for meetings including calling third party providers over the phone and accessing their online platforms.
• Answering inbound telephone calls including overflow in support of the Receptionist.
• Ad hoc Projects.

Planning and reporting

• Deals with all aspects of work in a timely manner to facilitate migrations and submission of new business/purchasing and selling of funds.
• Reporting to Head of Wealth Builder.

External relationships

• Liaising with Providers/Platforms to process new business, fund switches, fund sales and/or purchases.
• Dealing with client calls and emails.

Internal relationships

• Working closely with the administration teams and other support teams within the company.
• Working closely with all Advisers to provide full support preparing for client meetings through to New Business and adviser support requests.

This job description may be reviewed and subsequently amended to better reflect any changes required in the role.

Person specification

• Excellent interpersonal skills.
• Ability to communicate clearly and concisely, both orally and in writing.
• Working within a fast‑paced office with a large team and the ability to work independently.
• Ability to organise own workload, prioritise effectively and identify issues for escalation.
• Ability to learn new software.
• Previous work experience in the IFA Market/dealing with Provider Platforms – ideally at least 3 years minimum experience required.

#J-18808-Ljbffr