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Job Title: Wealth Administrator
Location: Buckinghamshire- Hybrid
Salary: £31,000 DOE
Are you a Wealth/IFA Administrator looking to elevate your career?
Want to join a highly respected, boutique, wealth management business?
We are seeking a highly organised and detail-oriented Wealth Administrator to join our team in our Buckinghamshire based office. The ideal candidate will possess strong skills in wealth/IFA administration, diary management, and adviser support, alongside excellent communication abilities and proficient IT skills.
We have built a highly competitive package:
- Basic salary £30,000 DOE
- Professional development and career progression routes
- Qualification and study support
- Flexible hybrid working structure
- Company pension scheme
- Free office parking
- Attractive benefits package
Key Responsibilities:
- Manage and maintain client portfolios, ensuring all data is accurately recorded and updated.
- Prepare and process new business applications, transfers, and withdrawals.
- Handle client queries and provide necessary information in a timely manner.
- Schedule and coordinate meetings, appointments, and events for advisers.
- Ensure advisers' diaries are up-to-date and efficiently managed.
- Provide administrative support to financial advisers
- Assist with the preparation of financial reports, statements, and presentations.
- Draft, review, and send correspondence and documentation as required.
- Utilise financial software and CRM systems (IO, Transact, Dynamic Planner) to manage client data and generate reports.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
As a Wealth Administrator you will need experience in the following areas:
- Previous experience in a wealth/IFA administration role or similar financial services position.
- Strong organisational and time-management skills.
- Excellent written and verbal communication skills.
- Ability to work independently and as part of a team.
- Proficient in using financial software and Microsoft Office Suite.
- Attention to detail and high level of accuracy.
- Knowledge of financial products and services is advantageous.
Does this sound like you? Interested in hearing more? We would love to hear from you!
Get in touch and take the first step in finding your dream role!
