Senior Administrator/ Trainee Paraplanner

About the Role

We are Atwal Wealth Management, a fast-growing wealth management practice based in Solihull. We operate a highly efficient, tech-forward front office, but we are currently facing a bottleneck in our downstream administrative execution. We are not looking for an entry-level candidate or a trainee who needs months of hand-holding.

We need a highly experienced, proactive Senior Administrator (with the potential to step into paraplanning) who can hit the ground running. You will take full ownership of case progression, annual review preparation, and relentless provider chasing to ensure our pipeline moves seamlessly.

Core Responsibilities

· End-to-End Case Ownership: Manage the progression of wealth management cases from initiation to compliant completion.

· Annual Review Preparation: Take the lead on collating comprehensive annual client review packs and checking valuation data against client holdings.

· Relentless Provider Chasing: Proactively and repeatedly chase product providers and wrap platforms for Letters of Authority (LOAs), fund valuations, and policy schedules.

· Compliance & Systems: Maintain pristine file hygiene and accurate records in line with strict network compliance standards.

· Internal Coordination: Act as the operational backbone for the firm, ensuring that the Advisers and Operations Lead do not have to micro-manage administrative tasks.

Essential Requirements

· Experience: Proven administrative experience specifically within a senior administration role. You must be used to spreadsheets and getting tasks moving through bottlenecks with multiple teams.

· Technical Knowledge: Familiarity with provider portals, wrap platforms, pensions, and investment products.

· Systems: Experience with CRM systems.

· Working Style: Highly organised, detail-focused, and comfortable working under pressure in a fast-paced environment where priorities shift.

· Location: This role is strictly 100% office-based in Solihull. Candidates must be able to commute comfortably to B91 3HN five days a week.

What Success Looks Like

· Cases do not sit idle; bottlenecks are identified and cleared proactively.

· Providers are chased consistently and effectively without needing prompting.

· The Operations Lead and Advisers are entirely freed from chasing operational and administrative tasks.

Pay: £25,420.00-£30,000.00 per year

Benefits:

• Company pension
• Employee mentoring programme
• Free parking
• On-site parking

Work Location: In person