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Wealth Management Administrator
JR United Kingdom
Manchester
On-site
GBP 25,000 - 45,000
Full time
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Job summary
An established industry player is seeking a skilled Wealth Management Administrator to join their award-winning practice in the heart of Manchester. This role involves providing exceptional administrative support to Financial Advisers and high-net-worth clients. You will handle various tasks, including processing client requests, managing databases, and preparing for client meetings. The company offers comprehensive training and exam support for those looking to advance their careers in financial services. If you're passionate about delivering top-notch service and thrive in a dynamic environment, this opportunity is perfect for you.
Qualifications
- Experience in IFA administration with knowledge of financial products.
- Proficient in managing client databases and providing support.
Responsibilities
- Provide administration support to Financial Advisers and clients.
- Manage client portfolios and ensure accurate database updates.
Skills
Education
Tools
Job description
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Bruin
Manchester, United Kingdom
Other
Yes
7
18.04.2025
02.06.2025
I am looking for an experienced IFA Administrator to join an award-winning IFA practice based in Manchester City Centre.
Dealing with HNW clients, you will be providing first-class administration support to Financial Advisers and their clients. Day-to-day duties will include:
- Processing and chasing Letters of Authority to completion.
- Obtaining illustrations and preparation for client meetings.
- New business processing and fund switches.
- Chasing new business through to completion with providers.
- Database management/task management - ensuring the database is updated with all transactional elements of a client’s portfolio.
- Fee and invoice processing.
- Providing client portfolio summaries and valuations.
- Ongoing suitability processing following client review meetings.
To apply for this role, you must have previous administration experience in an IFA environment with a broad knowledge in all financial planning product areas and experience of using a variety of platform provider portals and systems.
In return, you will be given full training and exam support – should the individual choose to develop their career in that direction.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
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