Administrators

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As we continue to grow, we’re looking for experienced individuals to help us deliver first-class services to our clients while supporting our independent advisers. Could this be you?

The Role of an Administrator at PWM

In this role, you’ll act as the crucial liaison between our partners, providers and clients – ensuring the advice experience is positive and efficient.

You’ll provide support to advisers and deliver a professional, compliant and effective phone and administration service to our clients.

Join our team

Key responsibilities

  • Liaising directly with clients and relevant third parties (phone / email).
  • Work with relevant product providers to obtain accurate policy information for valuation and annual review production.
  • Maintain all internal systems ensuring the accuracy and integrity of client data and that all tasks and activities are completed in line with company policy and procedures.
  • Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested.
  • Research providers/funds, using in-house models and other proposition guidance.
  • To support and process new business and Life Cover quotations as and when required.
  • Managing the underwriting process.
  • Executing trades as instructed by partner/s.

Skills and experience

  • Minimum 1 year of relevant IFA administration experience, more likely within an independent environment, supporting an individual or team of advisers.
  • Confident communicating with high-net-worth private clients and financial institutions.
  • Capable of building relationships whilst delivering a level of service which exceeds expectations.
  • The ability to draft reports and letters regarding client investments under partners’ guidance/supervision.
  • Excellent verbal and written communication skills, with the ability to work under pressure.

We can offer you a rewarding and fun working environment, where we will actively encourage you to develop your skills, and to become more knowledgeable in all aspects of financial planning. We positively support the taking of exams, and the spreading of knowledge through our Development Programme.

You may have experience of the following: Financial Administrator, IFA Administrator, Client Relationship Co-ordinator, Client Relationship Manager, Customer Services Manager etc.,

*No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications.

ABOUT US

Together, we make financial freedom simple.

As truly independent advisers, we don’t have in-house products we have to sell. And we don’t limit our advisers to specific financial solutions. Instead, we give them the freedom, knowledge and resources to recommend what’s best for each client so they can ensure the best possible outcomes.

Learn more

We have been very happy with the service we have received from PWM. We have always had clear and proactive advice in a timely manner. The staff are very friendly and helpful and respond to any points raised by us and are always available to talk through any issues which we may have”

Retired Partner, Magic Circle Law Firm

We have collaborated with Duncan and PWM for many years. Client feedback has always been exemplary, and we are always impressed by Duncan’s creative and collaborative approach. Duncan and PWM would always be our first choice of financial planner due to his extensive knowledge and PWM’s true independence.”

Alexandra Gordon
Managing Partner, Tassells LLP

We have built up such a strong relationship with you, based on mutual trust, professionalism, dedication and the strongest of product and market knowledge and you had never let us down. Your integrity, honesty, caring and positive approach served us well in the past and continues to do so today.”

Anonymous
Anonymous

Brett has advised me very soundly for 10 years. He’s comprehensively across the big stuff that can blow holes in financial wealth if not spotted. He also provides excellent continuing client focus and service. Delighted to be a client of his.”

Keith Bottomley

PWM have always shown great integrity in all my dealings with them.”

Head of UK & Global Credit

We wanted sustainable fossil-fuel free investments but it is difficult at present to pick something off the shelf. We were therefore pleased that with advice from Nathan at PWM, we have been able to implement a portfolio that maintains diversity and meets our objectives."”

Sustainable Investors, Surrey