Wealth Management Administrator / IFA Administrator

Posted 4 April by Jenson Fisher Consulting Ltd Easy Apply Featured

The company I am representing is a market leading Wealth Management firm, who aim to provide bespoke solutions to their high net worth clients. Due to the rapid expansion of my client, they are seeking an experienced Administrator, capable of working to a high standard within a team with the goal of generating and preserving solid consumer relations; as well as, providing administrative support to the firm’s advisers. Ultimately, this candidate will be reporting to both Paraplanners and IFAs.

This client offers outstanding career progression and provides excellent training and support for those candidates yearning to achieve Level 4 Diploma Qualification, in order to become either Paraplanners or IFAs in the future.

The responsibilities include:

  • Dealing with customer enquiries in relation to products to a professional standard
  • Junior Paraplanning duties through creation of suitability reports and illustrations
  • Ensuring administration of fact files, and assisting with input of processes
  • Responding to client queries, in accordance with internal advisers with the outcome of fulfilling complete client expectations
  • Processing all new client onboarding requirements onto in house system
  • Retaining client business through excellent service
  • Regular reporting on key facts and figures
  • Assisting with ensuring business compliance credentials are met
  • Chasing up client details for data input

Experience and Requirements:

  • The candidate is expected to have relevant experience within Wealth Management
  • Having experience in working with Pensions and Investments would be beneficial
  • If you have commenced your Diploma Qualifications, this would be preferential
  • The candidate should have exceptional organizational and analytical skills with a keen eye for detail
  • Be able to communicate with clients in a friendly and eloquent manner
  • Capability of working and communicating within a busy team environment

Required skills

  • Financial Advisory
  • Investments
  • Paraplanning
  • Pensions
  • Wealth Management

Reference: 34826994

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