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Job Title: Administrator – Acquisitions Support Department: Business Integration / Acquisitions Reports To: Integration Manager Location: St. Albans, Hertfordshire Overview We are seeking an organised, proactive and client-focused Administrator to support our Acquisitions team as we onboard newly acquired wealth management firms and their client books into our business. You will play a key role in ensuring a seamless client experience during system migrations, re-onboarding, data transfer and communications. This is an excellent opportunity for someone who thrives in a fast-paced environment, enjoys multi-stakeholder coordination and takes pride in delivering operational excellence. Key Responsibilities Data & Systems Migration • Support the transfer and verification of client records, financial data and documentation into internal CRM / portfolio systems., • Liaise with IT, compliance and operations teams to ensure accurate and timely data migration., • Assist with re-onboarding activities, including gathering KYC/AML information, documentation refresh and digital consent forms., • Prepare and issue onboarding packs and client communications., • Draft clear, compliant and client-friendly communications regarding administrative changes, new processes, systems, and points of contact., • Respond to client queries or escalate where necessary to advisers or transition leads., • Maintain project documentation, action logs, risk registers and milestones., • Assist in designing and improving transition processes, checklists and SOPs., • Provide administrative assistance to the Acquisitions Team, including meeting notes, scheduling and reporting. Skills & Experience Required Essential • Previous administrative experience in financial services, ideally wealth/asset management, private banking, or financial planning., • Strong organisational skills, accuracy and attention to detail., • Excellent written and verbal communication skills., • Ability to multitask and work across multiple transition projects at once., • Competent using CRM and client management software (e.g., Intelliflo, Salesforce, XPlan, or similar)., • Understanding of FCA regulatory requirements, especially relating to onboarding, KYC/AML and client communication., • Experience supporting mergers & acquisitions, transitions or change management programmes., • Calm and professional under pressure., • Client-centric with a "white glove" service mindset., • Methodical, structured and compliance-aware., • Self-starter with a continuous improvement mindset., • Team player who collaborates well across departments.

The role will be very broad but will primarily involve supporting the company Directors across the business, providing admin support, diary and travel management, taking meeting notes, as well as supporting the finance team with bookkeeping. From a daily project administration perspective, you will

For this role, you will have experience of teaching undergraduate students within your specialist areas of business-related disciplines inclusive of Leadership and Management, Business Strategy and Marketing Processes and Planning. As well as our commitment to your professional and personal developm