Acquisitions Administrator in St Albans

Job description

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.
• Carry out quality checks and flag errors or data gaps early to prevent delays.

Client Onboarding & Administration

• Assist with re-onboarding activities, including gathering KYC/AML information, documentation refresh and digital consent forms.
• Prepare and issue onboarding packs and client communications.
• Track onboarding progress and maintain status reports.

Client & Stakeholder Communication

• 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.
• Build strong relationships with advisers, paraplanners and administrators from acquired firms.

Process & Project Support

• 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).
• Comfortable communicating with HNW / UHNW clients and professional intermediaries.

Desirable

• Understanding of FCA regulatory requirements, especially relating to onboarding, KYC/AML and client communication.
• Experience supporting mergers & acquisitions, transitions or change management programmes.
• Familiarity with investment products, wrappers (ISAs, SIPPs, GIA, Bonds), and adviser processes.

Personal Attributes

• 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.

Extra information

Status

Closed

Education Level

Secondary School

Location

St Albans

Type of Contract

Casual / Part Time Jobs

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English