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about 1 month ago
Additional Resources Ltd
Salary: £20000 - £28000 Per Annum
Location: London
Job type: Permanent
Contact: Naomi
Category: Finance Office Jobs
Administrator (Wealth Management) - London EC3

Salary: £20,000 to £28,000 depending on experience

Key words: IFA Administrator, Wealth Management Administrator

The Company
Our client is one of the UK’s largest, independently owned, corporate solutions and wealth management consultancies.
Passionate about the service they provide and are very proud of the long-term relationships built with their clients. Based in the heart of the City of London and they also have offices in other parts of the country. A top 100 UK IFA firm.

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

Essential Requirements
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

Highly desirable
Experience of the Nucleus platform
Experience of working for Discretionary Fund Managers
Previous use of SSP Adviser back office system
Progression towards Diploma qualification

Benefits
Salary from £20,000 to £28,000 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

Competitive Salary reflecting expertise and relevant experience, Opted-In pension scheme paying above the minimum employer contribution and support with professional fees. We review performance and development needs of all in the team on a regular basis and provide coaching and training support.

Important Information: We endeavor to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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