Wealth Management Administrator - IFA Client Support

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

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.