Wealth Management Administrator

Bruin; Manchester; On-site; GBP 27,000 - 36,000; Full time

Job summary

Day-to-day duties include chasing new business to completion, managing portfolios and ensuring accurate data entry. This role suits a proactive administrator with solid IFA experience in a busy practice.

Qualifications

• Previous administration experience in an IFA environment.
• Broad knowledge in Financial Planning product areas.
• Experience using a variety of 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 and task tracking of client portfolios.
• Fee and invoice processing.
• Provide client portfolio summaries and valuations.
• Ongoing suitability processing after client review meetings.

Skills

IFA administration

Client portfolio support

Financial planning knowledge

Platform portals usage

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.