Financial Administrator- Wealth Management, Ipswich Wealth Management Career Development

Financial Divisions; Ipswich; On-site; GBP 26,000 - 35,000; Full time

Job summary

Financial Divisions in Ipswich is seeking a proactive Financial Administrator to support Financial Advisers and clients throughout the wealth planning process. The role emphasises accuracy, organisation and timely administration in a collaborative environment.

You will complete file reviews, prepare meeting material, maintain CRM data, chase outstanding information and help manage client banks, with opportunities for professional development.

Qualifications

• Around 3 years' experience within financial services, IFA administration or wealth management.
• Foundation-level financial services qualification.
• Level 3 qualification advantageous but not essential.
• Excellent organisational and time-management skills.
• Strong attention to detail.
• Good technical ability for your level of experience.
• Confident telephone manner.
• Excellent written communication and grammar.
• The ability to chase clients and providers for outstanding information.
• The ability to work accurately within established processes.

Responsibilities

• Completing file reviews and ensuring documentation is accurate and complete.
• Preparing information and documentation ahead of adviser and client meetings.
• Completing post-meeting administration.
• Maintaining and updating the CRM system.
• Processing valuations and calculating financial totals.
• Accurately inputting and maintaining client information.
• Chasing outstanding information from clients and providers.
• Supporting Advisers with the day-to-day management of their client banks.
• Following established processes and procedures.
• Providing wider administrative support to the Financial Planning team.

Skills

Organised

Proactive

Detail-oriented

Time management

Written communication

Telephone manner

Client liaison

Multitasking

Education

Foundation-level financial services qualification

Level 3 qualification

Tools

CRM software

Job description

Are you an experienced Financial Services Administrator, IFA Administrator or Wealth Management Administrator looking for your next career opportunity?

An established and growing wealth management business with offices in Ipswich is looking for a proactive, organised and detail-focused Financial Administrator to join its team.

This is an excellent opportunity for someone with around 3 years' financial services experience who enjoys supporting Advisers and clients and wants to build a long-term career within wealth management and financial planning.

The Role

Working as part of a collaborative team, you will provide high-quality administrative support to Financial Advisers and their clients throughout the advice process.

Your responsibilities will include:

• Completing file reviews and ensuring documentation is accurate and complete
• Preparing information and documentation ahead of adviser and client meetings
• Completing post-meeting administration
• Maintaining and updating the CRM system
• Processing valuations and calculating financial totals
• Accurately inputting and maintaining client information
• Chasing outstanding information from clients and providers
• Supporting Advisers with the day-to-day management of their client banks
• Following established processes and procedures
• Providing wider administrative support to the Financial Planning team

What We're Looking For

We're looking for someone who is organised, proactive and detail-focused, with a genuine interest in developing their career within financial services.

Ideally, you will have:

• Around 3 years' experience within financial services, IFA administration or wealth management
• A Foundation-level financial services qualification
• Level 3 qualification would be advantageous, but is not essential
• Excellent organisational and time-management skills
• Strong attention to detail
• Good technical ability for your level of experience
• A confident telephone manner
• Excellent written communication and grammar
• The confidence to chase clients and providers for outstanding information
• The ability to prioritise and manage multiple tasks
• A proactive approach and willingness to take ownership
• The ability to work accurately within established processes

Career Development

This role would suit someone who is ambitious and wants to build a long-term career within financial planning and wealth management.

The business is looking for someone with drive, a positive attitude and a willingness to undertake further professional qualifications.

Level 3 is desirable, but candidates who can demonstrate strong relevant experience, commitment and the ability to learn will also be considered.

The Team

You will join an established and supportive Financial Planning team, working closely with Financial Advisers and other Financial Administrators.

The business places a strong emphasis on teamwork, collaboration and supporting colleagues, creating an environment where people can develop their skills and take on additional responsibility as they progress.

The Details

Position: Financial Administrator

Location: Ipswich, Suffolk

Experience: Circa 3 years preferred

Qualification: Level 3 advantageous but not essential

Salary: Competitive, dependent on experience

Sector: Wealth Management / Financial Planning

Interview Process

Stage 1:

Teams interview

Stage 2:

Face-to-face interview

If you're an organised and motivated Financial Services Administrator looking for your next step, this could be an excellent opportunity to join an established wealth management business and develop your career.