Wealth Management IFA Admin Specialist

Forrest Recruitment; Altrincham; On-site; GBP 28,000 - 34,000; Full time

Job summary

Forrest Recruitment seeks a Senior Client Administrator in Altrincham to join a leading wealth management firm’s admin support team. The role focuses on submitting new investment, pension and protection applications and maintaining client records.

The ideal candidate has prior admin experience in wealth management, familiarity with Salesforce and I-Business, and a detail-oriented, organized approach to supporting Financial Advisors.

Qualifications

• Experienced working in an administrative capacity for a team of Financial Advisors or within the wealth management/financial planning sector
• Accustomed to using industry platforms such as Salesforce and I-Business

Responsibilities

• Submitting new investment, pension and protection applications
• Monitoring new business applications from submission through to completion
• Chasing outstanding documentation, transfer requests and provider information
• Supporting a team of Financial Advisors, keeping clients informed of progress
• Updating client records and CRM systems

Skills

Administrative experience

Wealth management knowledge

CRM systems

Salesforce

I-Business

Tools

Salesforce

I-Business

Job description

Forrest Recruitment seeks a Senior Client Administrator in Altrincham to join a leading wealth management firm’s admin support team. The role focuses on submitting new investment, pension and protection applications and maintaining client records.

The ideal candidate has prior admin experience in wealth management, familiarity with Salesforce and I-Business, and a detail-oriented, organized approach to supporting Financial Advisors.