Wealth Administrator

Closing date: Thursday 31 July 2025

We are looking to recruit an experienced Wealth Administrator to work at our office in Berwick upon Tweed.

Job Type: Full time, 37 hours per week. Permanent

We will consider full and part-time applicants/job shares for this role.

Are you an experienced and proactive Wealth Administrator with a strong background in financial services? We’re looking for someone to join our growing team and play a key role in delivering high-quality support to advisers, paraplanners, and clients.

In this role, you’ll act as a reliable point of contact for technical and operational queries, help drive efficiency in our processes, and support the ongoing development of both colleagues and the wider team. You’ll be confident managing your own workload while contributing to a collaborative, client-focused environment.

Key Responsibilities

• Provide accurate and timely administrative support to advisers and paraplanners, ensuring work meets internal and regulatory standards.
• Take ownership of your own workload, supporting the wider team to meet service expectations and deadlines.
• Act as a go-to person for process and system queries, sharing knowledge to promote consistency and best practice.
• Assist with quality control checks and contribute to maintaining high standards across documentation and communications.
• Support the onboarding and informal training of new team members.
• Liaise with colleagues across paraplanning, compliance, and product providers to resolve issues and facilitate smooth case progression.
• Identify and escalate risks, process gaps, or client concerns in line with procedures.
• Participate in improvement initiatives and projects that enhance client service and operational efficiency.
• Maintain accurate CPD and complete timesheets in accordance with company policy.

About You

• Experience: Significant experience in a client support or operations role within a financial planning or wealth management firm is essential.
• Knowledge: Understanding of the advice process, compliance (e.g., FCA/COBS), and the documentation lifecycle.
• Systems: Confident using CRM/back-office systems such as Xplan, and liaising with financial platforms/providers.
• Skills:
  • Exceptional attention to detail and accuracy
  • Strong organisational and time-management skills
  • Clear communicator, both written and verbal
  • Confident working independently and collaboratively
• Mindset: A proactive approach with a willingness to contribute to ongoing improvement and team development.

• Desirable: Level 3 Certificate in Regulated Financial Services Operations or equivalent or progression toward.

• What Success Looks Like

• You consistently deliver work on time, to high standards, with minimal rework.
• You’re seen as a trusted support to your colleagues and help drive team performance.
• You contribute to process improvements and identify ways to add value.
• Advisers and colleagues provide positive feedback on your responsiveness and quality of support.
• Your CPD and time recording are accurate and up to date.

Interested?
We’d love to hear from professionals who are ready to step into a key support role in a respected and progressive financial services firm.

Package

• Your salary is competitive with an annual review
• 32 days annual leave (includes public holidays). Increases to 35 days with long service plus a TOIL and core working flexibility policy
• Life Cover / Death in Service equivalent to 3 times gross annual salary
• Employee Perks schemes, (wellbeing support, discounted shopping, Reward & Recognition scheme)
• Private Healthcare Insurance cover available should you wish to purchase this
• Social activities
• Learning opportunities such as professional qualifications/ external training

We cover the costs of any study package, the first sitting of each exam and travel expenses.

Who we are:

Greaves West & Ayre (“GWA”) is a long-established firm of Chartered Accountants and Independent Financial Advisors based in Berwick-upon-Tweed and Haddington. We have grown significantly over recent years and are now 15 partners and around 136 staff.  That makes us the largest Professional Services firm between Edinburgh and Newcastle and one of the biggest employers in the area. We offer a full range of accountancy services and have our own Audit and Computer Services divisions. Our size means that we can offer you a breadth and variety of work across a wide range of clients and industries. This balance is more difficult to achieve in either very small or very large organisations. Our Berwick upon Tweed office is situated in the town centre and is a modern state-of-the-art premises, which provides a pleasant working environment and equips us to meet the changing needs of our staff and clients in a progressive manner.

There is a friendly atmosphere in our offices, many social events are organised throughout the year, and we like to encourage a good work-life balance.

We value our staff and are committed to their training and development. This is backed up by the fact that we receive long levels of service; many of our people have been with us for decades. Continuity of personnel is important to us, as it is essential in building and maintaining lasting relationships with our clients.

At GWA, we consider ourselves a family. Our reputation has been founded on traditional professional values for over 100 years. We value our team and encourage and support our employees to progress to their full potential.

Come and work with us and let us help you to achieve the lifestyle and career ambitions you are looking for. We will consider full and part-time applicants/job shares for this role.

If you feel you have the skills and experience to be successful within this role, we would love to hear from you.

To apply, please send your CV and a covering letter to:

Phil Groom

17 Walkergate, Berwick upon Tweed, TD15 1DJ

Email: p.groom@gwayre.co.uk

Closing date: Thursday 31 July 2025