Wealth Management Administrator Growth and Training

Bruin; Coalville; On-site; GBP 22,000 - 32,000; Full time

Benefits offered by this job

Full training

Exam support

Job summary

Responsibilities include chasing new business with providers, managing databases, preparing client portfolio summaries, and invoicing. Full training and exam support are provided to develop your career in financial planning.

Qualifications

• Previous administration experience in an IFA environment.
• Broad knowledge in all 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/Task Management, keeping client portfolios updated.
• Fee and Invoice Processing.
• Provide Client Portfolio Summaries and Valuations.
• Ongoing Suitability Processing following Client Review meetings.

Skills

Administration

Client service

Data entry

Platform portals

Tools

Platform portals

Job description

Responsibilities include chasing new business with providers, managing databases, preparing client portfolio summaries, and invoicing. Full training and exam support are provided to develop your career in financial planning.