Wealth Administrator (SJP)

Artemis Clarke Ltd; Ipswich; On-site; GBP 26,000 - 36,000; Full time

Job summary

Artemis Clarke Ltd in Ipswich is seeking an experienced Wealth Administrator (SJP) to support Financial Advisers with administration, business processing, and client liaison. The office-based role requires accuracy and strong communication across CRM platforms, including Salesforce.

Key duties include preparing client review materials, managing letters of authority, updating the CRM, and coordinating meetings.

Qualifications

• Previous experience within a Financial Planning role.
• Must have a can-do attitude and be flexible and adaptable
• Excellent communication skills, written English, numerate and analytical
• Strong organisational skills, able to use own initiative and multi-task

Responsibilities

• Manage the Letter of Authority process from start to finish whilst regularly updating the Advisers
• Complete meeting prep for all client review meetings and gather information ahead of Review Meetings
• Set up ongoing advice packs and send them to clients post-meeting
• Update the CRM system and complete any actions from meetings
• Answer telephone calls, deal with clients' queries, and welcome new clients to the firm
• Book client review meetings and send meeting confirmations
• Writing suitability letters and completing fund switches
• Complete business submissions and stock transfers
• Chase pipeline business and update the Advisers in the weekly meeting
• Meet and greet clients for their appointments
• Support with other roles when needed

Skills

Attention to detail

Communication skills

Numerate

Analytical

Organisational skills

Can-do attitude

Flexible / adaptable

Multi-tasking

Tools

Salesforce

Job description

Wealth Administrator (SJP)

We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Ipswich. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration and client liaison. The role requires use of different CRM systems and platforms (including Salesforce), and is office based in Ipswich.

Key Responsibilities

• Manage the Letter of Authority process from start to finish whilst regularly updating the Advisers
• Complete meeting prep for all client review meetings and gather information ahead of Review Meetings
• Set up ongoing advice packs and send them to clients post-meeting
• Update the CRM system and complete any actions from meetings
• Answer telephone calls, deal with clients' queries, and welcome new clients to the firm
• Book client review meetings and send meeting confirmations
• Writing suitability letters and completing fund switches
• Complete business submissions and stock transfers
• Chase pipeline business and update the Advisers in the weekly meeting
• Meet and greet clients for their appointments
• Support with other roles when needed

Experience and Qualifications

• Previous experience within a Financial Planning role
• Must have a can-do attitude and be flexible and adaptable
• Exceptional attention to detail is paramount
• Excellent communication skills, written English, numerate and analytical
• Strong organisational skills, able to use own initiative and multi-task