Wealth Management Administrator | Client Service Lead

Grove Talent Solutions; Compton; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Professional industry exams and study

25 days' holiday

Annual salary reviews

Life assurance and pension

Job summary

Grove Talent Solutions is seeking an IFA Administrator in Ashbourne to support wealth management operations. The role focuses on handling client queries about pensions, investments, and protection products, and coordinating with advisers and product providers.

Key duties include processing new business, supporting paraplanners, arranging meetings, and maintaining compliant client records with strong organisational skills and accurate diary management.

Qualifications

• Experience in a Financial Planning firm is required.
• Familiar with Intelligent Office (IO) or similar platforms is advantageous.
• Strong communication and organisational skills are essential.
• Ability to manage and prioritise workloads effectively.

Responsibilities

• Processing new business applications.
• Assisting Paraplanners and Advisers with client review packs.
• Arranging client meetings and managing Advisers' diaries.
• Completing portfolio illustration requests.
• Providing comprehensive back-office support.
• Ensuring all administration is completed per procedures.
• Corresponding with clients in written and verbal formats.
• Maintaining accurate, compliant client records.

Skills

Previous experience working within a F

Excellent communication, planning, and

Strong analytical and problem-solving

Strong ability to manage and prioritis

Tools

Intelligent Office (IO)

Job description

Grove Talent Solutions is seeking an IFA Administrator in Ashbourne to support wealth management operations. The role focuses on handling client queries about pensions, investments, and protection products, and coordinating with advisers and product providers.

Key duties include processing new business, supporting paraplanners, arranging meetings, and maintaining compliant client records with strong organisational skills and accurate diary management.