An exciting opportunity has arisen for a Junior Wealth Management Administrator to join a small, boutique-style financial advisory practice based in Brighton.
The business provides financial advice to both local and national clients across areas including pensions, investments, tax planning and protection. Having grown organically over the past 12 years, the practice has built a loyal client base and continues to develop.
Working closely with the Financial Adviser and two owner-Directors, you will provide a broad range of administrative and client support, helping to ensure the smooth running of the practice and delivering a professional service to clients.
This would suit an experienced Financial Services Administrator, IFA Administrator or Wealth Management Administrator looking to develop their career within a friendly and forward-thinking practice.
Key Responsibilities:
- Welcome clients ahead of meetings with the Financial Adviser.
- Manage the Adviser's diary, including arranging and coordinating client appointments.
- Prepare client Welcome Packs and Review Packs.
- Input and maintain accurate client information on the firm's back-office and CRM systems.
- Obtain online quotations and illustrations from product providers.
- Prepare and attach pre- and post-sale documentation, including client identification documents.
- Process applications accurately and efficiently.
- Prepare and issue Letters of Authority to other financial organisations and follow up as required.
- Process fund switches and withdrawal requests.
- Draft basic suitability reports for reviews, fund switches, straightforward investment and pension advice, and top-ups.
- Provide general administrative support to the Adviser, including filing, scanning, photocopying and document management.
- Liaise professionally with clients, product providers and other internal and external contacts by telephone and email.
- Produce investment performance charts using FE Analytics and assist with critical yield and charges comparison calculations.
- Support the Partners with client events and other practice activities.
- Help maintain appropriate office, stationery and kitchen supplies.
- Assist with the smooth running of the day-to-day operations of the practice.
- Maintain appropriate technical knowledge and competence for the role.
- Undertake any other relevant duties as required by the Directors.
About You:
The successful candidate will ideally have:
- Previous experience in an administration or PA role within a Financial Advice, IFA or Wealth Management business – essential.
- Previous experience working within a St. James's Place Partner Practice would be advantageous.
- Good knowledge of Microsoft Office, including Outlook, Word, Excel and PowerPoint.
- Experience using CRM or client management systems such as Salesforce would be beneficial.
- Confidence using social media for business purposes, particularly LinkedIn.
- Excellent face-to-face, telephone and written communication skills.
- Strong organisational and time-management abilities.
- Excellent attention to detail and accuracy.
- A proactive, self-motivated and positive approach to work.
- The ability to remain calm and organised when managing conflicting priorities.
- Confidence working independently and using initiative.
- The ability to work effectively to deadlines and within tight timescales.
- A flexible and creative approach to problem solving.
- A genuine desire to develop within a forward-thinking financial planning practice.
- A professional approach and strong commitment to providing excellent client service.
What’s on Offer:
- £27,000 – £30,000 basic salary, depending on experience.
Pension.
- Full-time, permanent position.
- Office-based role in Brighton.
- Opportunity to work within a small, friendly and established financial advisory practice.
- Broad exposure to wealth management and financial planning.
- Opportunity to develop your technical knowledge and career within financial services.
- Direct support and experience working alongside experienced Financial Advisers and business owners.
Apply Now:
If you have experience within financial services administration and are looking for your next opportunity within Wealth Management, this could be an excellent opportunity to develop your career within an established and growing practice.
Apply now to find out more.
