Wealth Management Administrator

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team.

Responsibilities

• Providing administration and planning support to Financial Planners and a professional service to new and existing clients
• Undertake client valuations and preparing documentation ahead of client reviews
• Liaising with insurers / providers for new business quotations and updating software accordingly
• Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required:
• Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential.
• You will have strong technical knowledge of pensions, investments, protection etc
• Good verbal and written communication skills
• Ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.

Report this job