We are working with a growing and highly ambitious UK wealth management and financial planning group that has established itself as a significant player in the sector.
The financial planning division provides high-quality advice across wealth management, retirement planning and employee benefits. With continued investment and growth, this is an excellent time to join a business that combines the resources and stability of an established group with the energy and ambition of a growing organisation.
The Role
We are looking for an experienced IFA Administrator to provide high-quality administrative and technical support to Financial Advisers. This is a varied role involving client reviews, varied cases, new business and ongoing client servicing. You will work closely with Advisers and other members of the wider team, helping to ensure clients receive a consistently high standard of service.
Key Responsibilities
- Providing administrative and technical support to Financial Advisers
- Preparing client information, valuations, reports and review documentation
- Supporting new business and ongoing client servicing
- Liaising with clients, providers and third parties
- Managing and progressing cases through to completion
- Assisting with more complex financial planning requirements
- Maintaining accurate client records and ensuring work meets regulatory and compliance requirements
- Supporting junior members of the team and contributing to process improvements
About You
You will ideally have previous experience within an IFA, wealth management or wider financial services environment, with a good understanding of adviser support and financial planning administration.
You will be organised, accurate and confident communicating with both clients and professional contacts. The ability to manage competing priorities, take ownership of your workload and work effectively as part of a team is important. This would suit an experienced Administrator looking to take the next step in their career and play a more senior role within a successful business.
Package & Benefits
Competitive basic salary to £38,000, discretionary bonus, hybrid working, private medical insurance, strong pension contribution, 25 days' holiday plus bank holidays, life assurance, health cash plan and lots of additional benefits.
This is a great opportunity to join an established and well-regarded wealth management business, offering a varied role, strong career development and the opportunity to become an important part of a successful team. You will be given full support for market exams, and the company actively encourages progression within the business.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
