Wealth Management Admin Specialist | IFA Support & Growth

The JobsBoard; Aberdeen City; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Company pension

Private medical care

Annual bonus

Ongoing training and development

Career progression

Support towards professional квалиfi c

Job summary

The JobsBoard in Aberdeen is seeking an experienced Financial Administrator to join a growing wealth management business. You will work closely with advisers and paraplanners to ensure new business is processed accurately and client service remains high.

Essentially you will have at least five years in an IFA practice, strong knowledge of pensions, investments and ISAs, and a proven ability to manage multiple tasks with precision.

Qualifications

• Minimum of five years' experience within an IFA practice.
• Strong knowledge of pensions, investments and ISAs.
• Experience processing new business.
• Excellent attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Good working knowledge of Microsoft Office (Outlook, Word, Excel, PowerPoint).

Responsibilities

• Prepare and process new business applications.
• Manage Letters of Authority and provider requests.
• Obtain pension, investment and protection information.
• Handle provider correspondence and follow up outstanding requests.
• Prepare client meeting packs and presentations.
• Support advisers and paraplanners with case preparation.
• Assist with suitability report preparation and business processing.
• Maintain accurate client records and update back-office systems.
• Liaise with clients, product providers and other professional contacts.
• Monitor and progress cases through to completion.
• Prepare accurate documentation in line with regulatory requirements.
• Manage workloads effectively, ensuring deadlines are met.
• Use initiative to resolve queries and progress work in a timely manner.

Skills

IFA administration

Attention to detail

Multitasking

Communication skills

Tools

Microsoft Office

Intelligent Office

Job description

The JobsBoard in Aberdeen is seeking an experienced Financial Administrator to join a growing wealth management business. You will work closely with advisers and paraplanners to ensure new business is processed accurately and client service remains high.

Essentially you will have at least five years in an IFA practice, strong knowledge of pensions, investments and ISAs, and a proven ability to manage multiple tasks with precision.