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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Required skills
- Financial Planning
- Financial Services
- HNW
- Valuations
- Wealth Management
Reference: 52539648
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