IFA/Wealth Management Administrator

IFA/Wealth Management Administrator

Job description

Candidates will be responsible for providing technical administration support to the financial advisers and paraplanners.

You will manage back office administration, processes, compliance and work flow

Location : Beckenham (South East London) - Office based position

Your duties will include :

Administrator / (Assistant to the Director) Wealth Management

- Issuing letter of authorities (LOAs) to providers
- Chasing financial institutions to provide requested information
- Writing client annual review letters, fund switch letters & other compliance letters
- Preparing client files for meetings
- Responding to client enquiries, liaising with third parties
- liaising with Administration Centres and Paraplanners






- Drafting and proof-reading documents, including client correspondence, illustrations etc
- Using Salesforce the company CRM system to adhere to all compliance requirements
- Maintaining and accurately updating the back office systems with client data - using it to effectively manage the business workflow
- Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
- Completing illustrations and applications for new business
- Processing Business and chasing through to completion
- Processing Application forms
- Manage business pipeline
- Manage case tracking
- Completing / Updating CFRs
- Use of Voyant / FE Analytics
- Maintain the compliance requirements of the business Ensure business and client files are fully compliant
- Providing weekly updates (calls / emails) to Partner / Adviser
- Other Adhoc duties

What’s needed to be considered

In order to be considered for this opportunity, candidates need to have







- Previous experience in a Financial Planning Administrator role
- Professional communication manner, both written and verbally
- Strong knowledge of investments and pensions
- Financial Services qualifications are desired

In return we offer :

- Company pension
- Friendly and positive working environment
- Competitive salary
- 25 days holiday plus bank holiday
- Other adhoc benefits the Director provides throughout the year

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

▶️ IFA/Wealth Management Administrator
🖊️ Senior Partner Practice - St James's Place Wealth Management
📍 Beckenham