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IFA Wealth Administrator

Job LocationWimbledon
EducationNot Mentioned
Salary£25,000 - £27,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

An experienced IFA Administrator is required by a top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. The company believes in placing the needs of the client at the heart of all activity and aims to deliver a 1st class service at all times. Having grown a team of Financial Advisers, they now wish to add an additional sales support professional to deal with technical and administration duties.Daily job activities will include

  • Providing administrative support to financial advisers
  • Dealing with daily client and provider enquiries
  • Undertaking marketing activities on behalf of the Advisers to Corporate clients
  • Arranging & preparing for client meetings
  • Preparing and submitting applications and supporting documents to product providers
  • Dealing with New Business
  • Undertaking fund switches upon the instruction of the client
  • Maintaining client files in line with Compliance procedures & updating client fact find information
  • Candidates with the following experience will be selected to take part in their interview process:
  • Experience in undertaking a similar role working within an IFA or wealth management firm
  • Knowledge of pensions and Investment products
  • Over 18 months financial services experience
  • Stable work history
  • This is a fantastic opportunity for an individual looking to become part of a successful team and add genuine value to the businessKEYWORDSIFA Administrator / IFA Sales Support / Pensions / Investments / Protection / IFA / Financial Planning / Wealth Planning / Asset Management / Wealth Management / Paraplanning / New Business / Letters of Authority / Valuations / Diploma / DipFA / Client Services / Intelligent office / Adviser office / Avelo / x-plan / Iress / Admin Required skills
  • Administrative Support
  • Financial Planning
  • Investments
  • Pensions
  • Wealth Management
  • Keyskills :
    Administrative Suppt Financial Planning Investments Pensions Wealth Management

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