Average Adviser Administrator salary in London

ADMINISTRATOR VACANCY (Suitable for a long-term career administrator) Role overview We are recruiting for a full time Financial Adviser Administrator to support a Partner / Financial Adviser within a Partner Practice of St. James’s Place Wealth Management, based in Moorgate, London. The role will be an integral part of the team, supporting the Partner (Financial Adviser) at an operational level with a mix of client servicing, business processing and general administration. It would be particularly suited to an individual seeking a long-term senior administrative career. The successful candidate will ideally have previous experience of working either in a support role for financial adviser, or within financial services or pension environment in general within an administrative capacity. Alternatively are willing to train in this area of administration. The role is full time and based in the Moorgate office. With some roles, there may be the opportunity to work from home one or day a week post probationary and successful training period (to be confirmed at the discretion of the Adviser). Role content Administration / Team communication General Administration supporting a small teamManagement of client ID procedure for investments, protection and pensionsLiaising with 3rd party providers to obtain relevant client informationIssuing investment letters of authority to providers, and chasing up where requiredManaging workflow of current client casesEnsuring all work is compliant within the practiceManaging the CPD / training requirements for the Partners Client Servicing Meeting Pack preparation in advance of client meetingsActing as a point of contact for all client queries as requiredDealing with incoming emailsKeeping all client details up to date from each meeting internallyChecking and issuing policy documentationEnsuring the client records are up to date and compliant in accordance with the latest guidelinesIssuing wealth accounts or valuations to clientsIssuing signed documentation to Clients Business Processing Uploading client declarations onto iBusinessUpdating CRM system SalesforceProcessing switches and surrenders and associated administration.Electronic Business Submission processing and setting up of Advice sets, uploading documents.Ensuring Client records are fully compliant prior to submission Person specification Preferably previous experience of working in a similar administrative role, with knowledge of financial services preferable (not essential).Seeking a long-term career in wealth management administrationWillingness to take on responsibility and self-motivated.High level of computer literacy i.e. Word, Outlook, ExcelNaturally technical and numerate, and able to pick up new technical programmes and processes with easeAble to use own initiative, and work in a fast-paced environmentAbility to effectively prioritise, with excellent organisational skillsEnjoys working in an administrative capacity in an Administrative / Practice Manager role.Comfortable dealing with High-Net-Worth clientsGood team playerHigh level of accuracy and attention to detailTrustworthy and loyal, seeking longevity in roleExcellent telephone manner and well presentedEnthusiastic and willing to learn Additional Information Salary: £23-28K per annum pro-rata, dependant on skills and experience.Role type: Full-time employed roleLocation: Moorgate, London (EC2V)Hours of work: 37.5 hours per week, 7.5 hours per day flexible between 8am - 6.00pm (recognition that extra hours may be required during peak times such as tax year end).Holiday entitlement: 25 days per annum, plus bank holidays.Training: Full training shall be providedPension: Auto-enrolment pension scheme For further details, or to apply for this excellent opportunity, please apply online.

An exciting new opportunity has arisen for an organised Adviser Support Administrator (IFA Administrator) to work in a busy practice in Central London which is on a growth trajectory over the next 5-10 years. This is a rewarding role with progression and exam support strongly supported - the business has a proven track record of success from promoting from within.Why join? Progression path available from Adviser Support Administrator to Paraplanner/AdviserAccess to the most up to date technology and systems to promote high quality client experienceSupport with study for the R0 Financial Planning exams providedOpportunity to work with some of the best Advisers in the industryFull training can be providedFridays working from homeSocial office with team get togethers The role is to support a small team of Advisers with Adviser Support Administrator duties such as: Managing the Adviser diariesProviding high quality client servicingLiaising with providers and platformsManaging client information on the back office systemIssuing valuations, LOAs and annual review lettersPolicy reviewingAssisting Paraplanners with reports and client packsStudy for R0 exams to improve technical abilities The ideal candidate will have: Prior experience working in an Adviser Support Administrator capacity within an IFA, Financial Planning practice or Financial Services firm such as a Provider or PlatformExperience liaising with and supporting Financial AdvisersA start with R0 exams would be advantageous Enthusiasm about the Financial Planning industryExcellent phone and email manner If you are interested in the Adviser Support Administrator role, please apply and one of our consultants will be in touch.

Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm. They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions. And has an exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK.  Their proven success in developing and nurturing successful advisers means that they can offer you; High quality leads - guaranteed meetings booked into your diaryExcellent back-office support with administration and paraplanningAn experienced management teamMentorshipStructured operational environmentGreat team cultureUncapped earning potential About  My Client is a leading wealth management firm and multi-family office based in London managing wealth for private clients, families, and institutions. Offering a highly personal service of a partner-owned boutique to deliver exceptional client outcomes. Our Clients Culture They believe their people are their greatest asset and we will be judged by the quality of people they recruit and retain. They believe in the spirit of ownership because their people take results personally and want to build something great together. They value talented individuals who aren’t afraid to be bold, resourceful, and committed. In return, they offer opportunities for the development and wealth creation for their people. If you see yourself working for a company that allows you to excel at the speed of your talent, then a career with my client may be for you. Requirements  My client is looking for qualified, experienced Financial/Wealth Advisors with a minimum of 2 years’ industry experience to join our team. You will have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management. Our has extensive experience in developing individuals from an employed role and transitioning them into business owners of their own wealth management business. You will receive coaching from some of the most experienced and respected individuals in the wealth management industry. This is a challenging role but if you have the grit and determination to make it happen our opportunity will reward you with fantastic earnings. Requirements • Qualified with a QCF Level 4 Diploma • Advisory experience • Experience working with High Net Worth clients • Demonstrate how you have built and maintained a client base • Deep desire to grow and succeed• Team player who wants to work with us to continue to build our successful Practice Benefits Highly Competitive Package The firm has a strong culture of developing and nurturing its advisers with a track record of achieving earnings between £80,000 to £350,000+ The package includes the following: This role is offered both employed or self-employedRemuneration for employed varies depending on your experience and client following. For self-employed it is equivalent to 50% - 70% of fee incomeComprehensive training and development programWe have a Marketing and Business Development team who are sourcing quality leads so you dont have toWe book 10 meetings with HNW individuals into your diary every monthAdministration and Paraplanning support - based in Canary WharfOperational costs coveredA clear pathway to client base ownership