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Senior Wealth Management Administrator

Antony George Recruitment
Posted 6 days ago, valid for 17 days
Location

Saffron Walden, Essex CB11 3AQ, England

Salary

£38,000 per annum

Contract type

Full Time

Health Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Senior Wealth Management Administrator position is with a boutique financial advisory firm focused on exceptional service and teamwork.
  • The successful candidate will earn a salary of up to £38,000 per annum and must have a minimum of 3 years of experience in a busy IFA practice.
  • Key responsibilities include preparing cash reports, managing power of attorney cases, and serving as the first point of contact for client queries.
  • Additional benefits include 25 days of holiday, private medical care, a 5% pension contribution, and a hybrid working option after probation.
  • The ideal candidate should have strong client communication skills and the ability to thrive in a busy environment, with some experience in managing or training others being advantageous.

Job Title:

Senior Wealth Management Administrator

About our Client:

Our client is a boutique financial advisory firm dedicated to providing exceptional service, with a strong focus on teamwork and client relationships. Their services include:

  • Wealth Management
  • Tax Planning
  • Pension and Retirement Planning
  • Estate Planning

Package Details:

The successful candidate will receive a Salary up to £38,000 Per Annum

Other benefits include:

  • 25 days of base holiday.
  • Private medical care after probation, with the option to add a partner at personal cost.
  • 5% gross employer contribution to the pension.
  • Health insurance providing 50% salary until retirement in case of serious illness.
  • Four times life cover.
  • Paid car parking.
  • Discretionary bonus pool.
  • Hybrid working option after probation (up to two days at home per week).
  • Support for exams and personal mentoring.

Duties and Responsibilities:

Your duties will include but not be limited to:

  • Prepare monthly cash reports and handle death claims.
  • Manage power of attorney and trust cases.
  • Coordinate diary and client meetings.
  • Oversee new business processes, including form gathering and transfer processing.
  • Arrange client withdrawals and provide dealing instructions.
  • Prepare meeting packs, valuations, and illustrations for advisers.
  • Serve as the first point of contact for client queries and provide a high level of customer service.
  • Perform general office duties, such as scanning, data entry, and phone support.

The Ideal Employee:

Relevant Skills/Experience

The ideal candidate should possess the following:

  • Minimum of 3 years of experience in a busy IFA practice.
  • Strong client communication skills, both face-to-face and via phone.
  • Familiarity with Curo and Transact platform (preferred but not essential).
  • Ability to work effectively in a busy environment and support team members.
  • Some experience managing or training others is advantageous.

Experience required:

Minimum of 3 years of experience in a busy IFA practice

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.