Acquisitions Administrator
16 hours ago
St Albans
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.