IFA Wealth Management Administrator - Training & Growth

Bruin; Bolton; On-site; GBP 26,000 - 34,000; Full time

Job summary

Dealing with HNW clients, you will ensure data accuracy, coordinate with providers, and manage fee/invoice processing as part of daily duties, with training and exam support offered for career development.

Qualifications

• Previous administration experience in an IFA environment.
• Broad knowledge of Financial Planning product areas.
• Experience using Platform Provider Portals & Systems.

Responsibilities

• Processing and Chasing Letters of Authority to completion.
• Obtaining Illustrations and preparation for Client Meetings.
• New Business Processing and Fund Switches.
• Chasing New Business through to completion with providers.
• Database Management/Task Management - ensuring Database is updated with all transactional elements of a client’s portfolio.
• Fee and Invoice Processing.
• Provide Client Portfolio Summaries and Valuations.
• Ongoing Suitability Processing following Client Review meetings.

Skills

IFA administration

Client service

Data entry

Regulatory knowledge

Tools

Platform portals

Financial planning software

Job description

Dealing with HNW clients, you will ensure data accuracy, coordinate with providers, and manage fee/invoice processing as part of daily duties, with training and exam support offered for career development.