Wealth Management Administrator

Switch Recruitment; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A reputable financial services provider in the United Kingdom is seeking an IFA Administrator to provide support to Financial Planners and assist clients. The ideal candidate will have experience in financial services administration and a good knowledge of pensions, investments, and protection. A competitive salary, enhanced pension, 28 days holiday, and PMI are included in the benefits package.

Benefits

Competitive salary

Enhanced pension

28 days holiday

Private Medical Insurance

Qualifications

• Experience working within wealth management or financial services.
• Holding some professional qualifications is a plus, but not required.

Responsibilities

• Provide administration and planning support to Financial Planners.
• Prepare documentation ahead of client reviews.
• Liaise with insurers for new business quotations.
• Ensure all client records are maintained accurately.

Skills

Experience in financial services administration

Good knowledge of pensions, investments, protection

Good verbal and written communication skills

Ability to manage multiple tasks

Experience with 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.