Wealth Management Admin - Boutique Practice (Brighton)

The JobsBoard; Brighton; On-site; GBP 27,000 - 30,000; Full time

Benefits offered by this job

Pension

Brighton office

Full-time position

Friendly team

Job summary

The JobsBoard is seeking a Junior Wealth Management Administrator to join a small boutique financial advisory practice in Brighton. You will support the Financial Adviser and two owner-Directors with a broad range of administrative and client-facing duties across pensions, investments, tax planning and protection.

In this role you will manage diaries, prepare Welcome/Review Packs, maintain CRM data, obtain quotations, and help draft basic suitability reports, liaising with clients and providers

Qualifications

• Experience in an administration or PA role within a Financial Advice, IFA or Wealth Management business is essential.
• Proficient in Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
• Excellent communication skills with strong organisational abilities and attention to detail.
• Proactive, self-motivated and positive approach to work.

Responsibilities

• Welcome clients ahead of meetings with the Financial Adviser.
• Manage the Adviser's diary, including arranging and coordinating client appointments.
• Prepare client Welcome Packs and Review Packs.
• Input and maintain accurate client information on the firm's back-office and CRM systems.
• Obtain online quotations and illustrations from product providers.
• Prepare and issue Letters of Authority and process applications, fund switches and withdrawal requests.
• Draft basic suitability reports for reviews, fund switches and straightforward investment and pension advice.
• Liaise professionally with clients, product providers and other contacts by telephone and email.

Skills

Administration experience

PA experience

Microsoft Office

Tools

Outlook

Word

Excel

PowerPoint

Job description

The JobsBoard is seeking a Junior Wealth Management Administrator to join a small boutique financial advisory practice in Brighton. You will support the Financial Adviser and two owner-Directors with a broad range of administrative and client-facing duties across pensions, investments, tax planning and protection.

In this role you will manage diaries, prepare Welcome/Review Packs, maintain CRM data, obtain quotations, and help draft basic suitability reports, liaising with clients and providers