Wealth Management Administrator

Our client is one of the UK’s leading providers of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent and technical administrator / IFA Administrator to join their growing team.

Responsibilities:

- Providing technical 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

Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. Experience of using Intelligent Office would be a distinct advantage.

In return our client is looking to offer a competitive basic salary of £35-40k as well as a leading benefits and bonus package.

Reference282921
Sector Financial Services
Region London
LocationLondon
Salary£30,000 to £40,000
Job typePermanent

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