Financial Administrator - Wealth Management, Hybrid (offices near Ipswich), £30,000 - £33,000

Financial Divisions; England; Hybrid; GBP 30,000 - 33,000; Full time

Job summary

A respected wealth management firm near Ipswich is seeking a Financial Administrator to provide essential support to advisers and clients. This hybrid role offers a salary of £30,000 to £33,000, opportunities for training, and a supportive work environment. Candidates should be organized, detail-oriented, and have experience in financial services administration, particularly wealth management.

Benefits

Hybrid working arrangements

Opportunities for training and professional development

Supportive team environment

Qualifications

• Experience in financial services administration, preferably in wealth management.
• Comfortable using CRM systems with Salesforce knowledge being desirable.

Responsibilities

• Prepare client presentation packs.
• Conduct welcome calls and emails to new clients.
• Support new business submissions and stock transfers.
• Draft suitability letters and client correspondence.
• Manage data cleansing and client records.
• Chase pipeline business with clients.
• Book annual review meetings with advisers.
• Provide administrative support across the business.

Skills

Highly organized

Strong attention to detail

Confident communication

Proactive management

Financial services administration

CRM systems knowledge

Tools

Salesforce

Job description

Hybrid (offices near Ipswich), Bonus & Excellent Benefits

Salary: £30,000 - £33,000 per annum

Our client, a highly regarded Wealth Management firm with offices near Ipswich, is seeking a Financial Administrator to join their New Business Team. This is an excellent opportunity to build a career within a professional and supportive environment, working for a company committed to delivering outstanding service to its clients.

The Role

The successful candidate will provide vital support to advisers and clients throughout the new business process. Key responsibilities will include:

• Preparing client presentation packs.
• Conducting welcome calls and emails to new clients.
• Supporting new business submissions, stock transfers and deeds of assignment.
• Drafting suitability letters and ad hoc client correspondence.
• Managing data cleansing and client records.
• Chasing pipeline business with providers and clients.
• Booking annual review meetings and liaising with advisers.
• Providing wider administrative support across the business when required.

The Candidate

The ideal candidate will be:

• Highly organised with strong attention to detail.
• Confident in communicating with both clients and advisers.
• Proactive in managing workloads and meeting deadlines.
• Experienced in financial services administration (wealth management experience preferred).
• Comfortable using CRM systems (Salesforce knowledge desirable).

The Offer

• Salary of £30,000 - £33,000 per annum.
• Hybrid working arrangements (offices near Ipswich).
• Opportunities for training and professional development.
• A welcoming and supportive team environment.

For further information or to apply, please contact Sam at Financial Divisions.