Wealth Management Administrator

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 of £28,000-£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