Wealth Administrator (SJP) - Ipswich

Artemis Recruitment Consultants Ltd; Ipswich; On-site; GBP 25,000 - 30,000; Full time

Job summary

A recruitment consultancy is seeking an experienced Wealth Administrator in Ipswich. You will assist Financial Advisers with various administration tasks, including managing documents and client communication. Proven experience in financial planning and exceptional organisational skills are essential. The role is office-based, offering a competitive salary of £25,000 - £30,000.

Qualifications

• Experience in a Financial Planning role.
• Can do attitude with flexibility.
• Exceptional attention to detail.

Responsibilities

• Manage the Letter of Authority process.
• Complete client review documents.
• Chase Advisers for meeting notes.

Skills

Attention to detail

Organisational skills

Customer service

Adaptability

Tools

Salesforce

Job description

Overview

Type of Position: Wealth Administrator (SJP) - Ipswich
Pay: £25,000 - £30,000
Reference: #2332011

We are looking for an experienced Financial Administrator to join our clients 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 will require use of different CRM systems and platforms (including Salesforce).

This position will be office based in Ipswich.

Key Responsibilities

• Manage the Letter of Authority process from start to finish whilst regularly updating the Advisers
• Provide weekly updates for all in-progress Letters of authority for inclusion in the Weekly Practice update.
• Complete meeting prep for all client review meetings.
• Gather information for Advisers ahead of Review Meetings
• Set up ongoing advice packs and send them to clients post-meeting.
• Sending meeting confirmations for all meetings.
• Chasing Advisers to type up meeting notes
• Update the CRM System and complete any actions from meetings.
• Completing client review documents.
• Run client birthday lists, order client gifts, and write birthday cards and Christmas cards.
• General administration, post and printing.
• Answer telephone calls, dealing with clients' queries, and welcoming new clients to the firm
• Stock order and property check
• Book client review meetings and send Zoom invites
• Set up presentation packs.
• Order and post Investor magazine
• Order monthly Online Wealth Account for specified clients
• Client withdrawals
• Register of Death
• Change of details
• Supporting with event planning and coordination
• Writing Suitability letters
• Completing Fund switches
• Complete Business Submissions
• Stock transfers
• Create clients on the system and update client CRM system
• Process deed of assignment
• Chasing pipeline business and updating the Advisers in the weekly meeting, including calling clients when funds have been received.
• Meet and greet all the clients for their appointments, make sure and ensure they have a car parking space in advance
• Support with other roles when needed.

Experience and Qualifications

• Previous experience within a Financial Planning role
• Must have a can do attitude
• Must be flexible and adaptable
• Exceptional attention to detail is paramount
• Excellent written English, numerate and analytical
• Strong organisational skills
• Ability to use own initiative and Multi task
• Able to work additional hours when required

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.