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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
