Reference:
VAC-0002
Sector:
Administration, Sales Support
Salary:
£22,000 to £30,000 Per Annum
Benefits:
Full benefits
Town/City:
London
Contract Type:
Permanent
Administrator (Wealth Management)
Central London
Salary up to £30,000 full benefits and bonuses
Our Client is a wealth management firm who provide holistic wealth management services to private clients. Their services include personalised investment portfolio management and financial planning advice. They are looking for a Financial Planning Administrator to work closely with a team of financial planners in their central London office.
The Role
- To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following:
- Dealing with day to day client and provider enquiries
- Arranging client meetings for the adviser
- Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
- Preparing and submitting applications and supporting documents to product providers
- Inputting new business proposals to the back office system in line with Company procedures
- Undertaking fund switches upon the instruction of the client
- Maintaining accurate records of all verbal and non-verbal communications with the client
- Typing adviser dictation for file and meeting notes
- Maintaining up to date client fact find information on the back office system
- Maintaining client files in line with Compliance procedures
- Keeping track of fees and chasing where appropriate
Experience & Skills
Essential
- Previous experience in an adviser support role within an IFA firm
- Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
- Ability to work as part of a team as well as on your own initiative
- Ability to critically evaluate information, probe and challenge the facts
- A flexible and adaptable attitude towards work
- Ability to work accurately and in accordance with procedures
- Excellent time management, ability to meet deadlines
- Experience of using provider platforms and product provider extranet sites
- Experience of Microsoft Word, Excel, Outlook
- Certificate in Financial Planning or equivalent
Salary & Benefits
- Salary up to £30,000 depending on experience
- Discretionary annual bonus
- Contributory pension scheme
- Group Private Medical Insurance
- Group Death in Service
- Group Permanent Health Insurance
- Group Critical Illness
- Group Medicash Scheme
- Interest free season ticket loan
Apply today
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