Wealth Planning Support Specialist (IFA Admin)

Brevere Group; Greater London; On-site; GBP 26,000 - 32,000; Full time

Job summary

Brevere Group in the United Kingdom is seeking a skilled Sales Support Administrator with experience in an IFA/Wealth Management environment to deliver a first-class client service.

You will provide holistic support to a Senior Wealth Manager and Paraplanner, act as the initial point of contact for client queries, and manage administration across investment, pension, tax and protection planning. The role requires IT literacy and strong communication skills.

Qualifications

• Knowledge of the Financial Planning process, ideally from an IFA practice.
• Progress with professional qualifications is preferred.
• Strong written and verbal communication; IT literate.

Responsibilities

• Act as initial point of contact for client queries and liaise with product providers.
• Provide holistic admin support to Senior Wealth Manager and Paraplanner.
• Manage administration across investment, pension, tax and protection planning.

Skills

Financial Planning knowledge

Client service

IT literacy

Education

Professional qualifications preferred

Tools

Microsoft Office

CRM software

Job description

Brevere Group in the United Kingdom is seeking a skilled Sales Support Administrator with experience in an IFA/Wealth Management environment to deliver a first-class client service.

You will provide holistic support to a Senior Wealth Manager and Paraplanner, act as the initial point of contact for client queries, and manage administration across investment, pension, tax and protection planning. The role requires IT literacy and strong communication skills.