Wealth Management Finance Administrator

Ips Group; Greater London; On-site; GBP 25,000 - 38,000; Full time

Benefits offered by this job

Career progression

Training & development

Competitive salary & benefits

Supportive working environment

Job summary

Ips Group is recruiting for a Finance Administrator to join a respected Financial Planning firm in London. You will work with Financial Advisers and the support team to maintain client records, process applications and liaise with providers and clients.

The role focuses on delivering accurate administrative support in a regulated environment and developing a long-term career in financial services.

Qualifications

• Experience in financial services administration.
• Knowledge of pensions and investments.
• Excellent organisational skills and attention to detail.
• Strong communication and client service skills.
• Proactive and professional approach to building a long-term career.

Responsibilities

• Maintain accurate client records.
• Process applications.
• Obtain policy information.
• Liaise with providers and clients.
• Support the client review process.
• Ensure all tasks meet regulatory and compliance requirements.

Skills

Financial administration

Pensions & investments

MS Word & Excel

Client service

Tools

Microsoft Word

Microsoft Excel

Job description

Ips Group is recruiting for a Finance Administrator to join a respected Financial Planning firm in London. You will work with Financial Advisers and the support team to maintain client records, process applications and liaise with providers and clients.

The role focuses on delivering accurate administrative support in a regulated environment and developing a long-term career in financial services.