Wealth Management Administrator

Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.

The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.

Duties for this role will include:

• To provide business support to Financial Advisers, working within the agreed business objectives
• Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation
• Obtaining relevant information from providers
• Making outbound telephone calls and receiving inbound telephone calls
• Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
• Preparing and submitting applications and supporting documents to product providers
• To maintain and update client information
• To assist the Practice Manager with operational projects were requested
• Pursue personal development of skills and knowledge necessary for the effective performance of the role

The candidate:

• Good working knowledge of Microsoft Office & Outlook
• Relevant experience within Financial Services
• Financial planning qualifications would be a bonus

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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