Wealth Management Administrator

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team.

Responsibilities:

Providing administration and planning support to Financial Planners and a professional service to new and existing clients
Undertake client valuations and preparing documentation ahead of client reviews
Liaising with insurers / providers for new business quotations and updating software accordingly
Ensuring all client records are kept up to stand and all relevant checks etc are completed

Experience required:

Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential.
You will have a good knowledge of pensions, investments, protection etc
Good verbal and written communication skills and have the ability to manage multiple tasks.
Ideally you will have experience of working with systems such as Intelligent Office (IO)

In return our client is looking to offer a competitive basic salary, benefits and bonus package inlcuding enhanced pension, 28 days holiday, PMI etc.