Wealth Management Administrator

Switch Recruitment; Scotland; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial advisory service provider in the United Kingdom is seeking a competent IFA Administrator to provide administration and planning support to Financial Planners. The ideal candidate will have experience in wealth management and a good knowledge of pensions and investments. This role offers a competitive salary, enhanced pension, and 28 days holiday.

Benefits

Enhanced pension

28 days holiday

Private Medical Insurance (PMI)

Qualifications

• Experience in financial services administration is essential.
• Good verbal and written communication skills are a must.
• Ability to manage multiple tasks effectively.

Responsibilities

• Provide administrative support to Financial Planners.
• Prepare documentation for client reviews and valuations.
• Liaise with insurers for new business quotations.

Skills

Experience in wealth management

Pensions knowledge

Investment understanding

Communication skills

Multi-task management

Tools

Intelligent Office (IO)

Job description

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team.

Responsibilities:

• Providing administration and planning support to Financial Planners and a professional service to new and existing clients
• Undertake client valuations and preparing documentation ahead of client reviews
• Liaising with insurers / providers for new business quotations and updating software accordingly
• Ensuring all client records are kept up to stand and all relevant checks etc are completed

Experience required:

• Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential.
• You will have a good knowledge of pensions, investments, protection etc
• Good verbal and written communication skills and have the ability to manage multiple tasks.
• Ideally you will have experience of working with systems such as Intelligent Office (IO)

In return our client is looking to offer a competitive basic salary, benefits and bonus package inlcuding enhanced pension, 28 days holiday, PMI etc.