Wealth Management Administrator

Bruin; Bolton; On-site; GBP 26,000 - 34,000; Full time

Job summary

Dealing with HNW clients, you will ensure data accuracy, coordinate with providers, and manage fee/invoice processing as part of daily duties, with training and exam support offered for career development.

Qualifications

• Previous administration experience in an IFA environment.
• Broad knowledge of Financial Planning product areas.
• Experience using Platform Provider Portals & Systems.

Responsibilities

• Processing and Chasing Letters of Authority to completion.
• Obtaining Illustrations and preparation for Client Meetings.
• New Business Processing and Fund Switches.
• Chasing New Business through to completion with providers.
• Database Management/Task Management - ensuring Database is updated with all transactional elements of a client’s portfolio.
• Fee and Invoice Processing.
• Provide Client Portfolio Summaries and Valuations.
• Ongoing Suitability Processing following Client Review meetings.

Skills

IFA administration

Client service

Data entry

Regulatory knowledge

Tools

Platform portals

Financial planning software

Job description

I am looking for an experienced IFA Administrator to join an award-winning IFA practice based in Manchester City Centre.

Dealing with HNW clients you will be providing first-class administration support to Financial Adviser and their clients. Day to day duties will include;

• Processing and Chasing Letters of Authority to completion.
• Obtaining Illustrations and preparation for Client Meetings.
• New Business Processing and Fund Switches.
• Chasing New Business through to completion with providers.
• Database Management/Task Management - ensuring Database is updated with all transactional elements of a client’s portfolio.
• Fee and Invoice Processing.
• Provide Client Portfolio Summaries and Valuations.
• Ongoing Suitability Processing following Client Review meetings.

To apply for this role you must have previous administration experience in an IFA environment with a broad knowledge in all Financial Planning product areas and experience of using a variety of Platform Provider Portals & Systems.

In return you will be given full training and exam support – should the individual choose to develop their career in that direction.