Wealth Management Administrative Specialist

Financial Divisions; Ipswich; On-site; GBP 22,000 - 32,000; Full time

Job summary

Financial Divisions in Ipswich, Suffolk is seeking a Financial Administrator to provide high-quality administrative support to Financial Advisers and their clients throughout the advice process.

Your responsibilities include completing file reviews, preparing information ahead of meetings, updating the CRM, processing valuations, and supporting the team with day-to-day client work. This role requires around 3 years in financial services and a Foundation-level qualification.

Qualifications

• Around 3 years' experience within financial services, IFA administration or wealth management.
• A Foundation-level financial services qualification.
• Level 3 qualification would be advantageous, but is not essential.
• Excellent organisational and time-management skills.
• Strong attention to detail.
• Good technical ability for your level of experience.
• A confident telephone manner.
• Excellent written communication and grammar.
• The confidence to chase clients and providers for outstanding information.
• The ability to prioritise and manage multiple tasks.
• A proactive approach and willingness to take ownership.
• The ability to work accurately within established processes.

Responsibilities

• Completing file reviews and ensuring documentation is accurate and complete.
• Preparing information and documentation ahead of adviser and client meetings.
• Completing post-meeting administration.
• Maintaining and updating the CRM system.
• Processing valuations and calculating financial totals.
• Accurately inputting and maintaining client information.
• Chasing outstanding information from clients and providers.
• Supporting Advisers with the day-to-day management of their client banks.
• Following established processes and procedures.
• Providing wider administrative support to the Financial Planning team.

Skills

Organised

Proactive

Detail-focused

Time management

Telephone manner

Written communication

Client liaison

Multi-tasking

Process adherence

CRM system

Education

Foundation-level financial services qualification

Level 3 qualification

Tools

CRM system

Job description

Financial Divisions in Ipswich, Suffolk is seeking a Financial Administrator to provide high-quality administrative support to Financial Advisers and their clients throughout the advice process.

Your responsibilities include completing file reviews, preparing information ahead of meetings, updating the CRM, processing valuations, and supporting the team with day-to-day client work. This role requires around 3 years in financial services and a Foundation-level qualification.