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Antony George

Elevation offers a personal and discreet financial planning service that aims to deliver integrated and specialist funding advice for corporate and private individuals.

With offices in Birmingham, London and Nottingham, Elevation Wealth Management Limited provides business and private individuals with clear, independent advice with professionally managed financial solutions.

As members of the team have undergone recent promotions and progressed within the business there is now a need to fill the role of an Administrator.

Elevation is dedicated to supporting their employees with growth, development and progression opportunities.

Duties and responsibilities

You will be responsible for diary management of advisors, preparing and collating annual review pack for the advisors and follow up tasks from annual client review meetings.

Other duties and responsibilities will include but not be limited to:

  • Ensure all dealings with clients are carried out in a professional and courteous manner.
  • Preparation of client Portfolio Valuations (PRs) and Annual Reviews (ARs) on either bi annual or annual basis as required by the client agreement.
  • Ensure AR post review letter is recorded in IO (intelligent Office) in accordance with MIFID II requirements
  • Have a comprehensive understanding of the IO back office system and how it is integral to our business.
  • Have working knowledge of EWM platforms and how they operate including obtaining valuations.
  • Have working knowledge of non-platform providers so that valuations are obtained as efficiently as possible.
  • Undertake project / client work as directed by the Client Services Manager / Managing Director / Practice & Compliance Director
  • Collate weekly and monthly management information for Management monthly reporting, namely Reviews due, clients seen, reviews completed, reviews missed etc.
  • Ensure all supporting documentation is maintained as per company procedures
  • Maintain all standards of performance as required by the firm
  • Ensure relevant CPD is maintained and recorded accurately
  • Keep up to date with all relevant product, legislative and technical changes, as required
  • Follow appropriate ethical standards within the firm at all times

What does the successful candidate look like?


  • The relevant knowledge for the role being undertaken
  • Be working to / maintaining basic administration, technical knowledge, and qualifications for the job role.
  • Detailed knowledge and understanding of the firm’s administration and client service requirements.

Salary & Benefits:

The successful candidate will receive a basic salary of £20,000 – £25,000

Other benefits include:

  • Bonus Scheme of up to 5% of annual salary
  • Free onsite parking
  • 3x Death in Service scheme
  • Pension contribution
  • Company incentives/Social outings & events for all employees

Location: Birmingham

Experience (preferred): 1-year Financial Services experience

Type of role: Full Time, Permanent

If you have any questions or would prefer to have a conversation prior to submitting an application, please contact Lee Old on 07932 374 109 or alternatively send him an email to


    • Job type: Permanent
    • Location: Birmingham
    • Date posted:
    • Salary:£20000 - £25000