Wealth Management Administrator - FS - City

Morgan Spencer
London, South East England
10 Jul 2017
09 Aug 2017
Contract Type
Full Time
Role Wealth Management Administrator 
Salary £28000
Location City 


My client a Financial Services company based in the heart of the City are looking for a Wealth Management Administrator to join their team. The successful candidate will have experience in a support position within an IFA Firm. 


- Previous experience in an adviser support role within an IFA firm
- Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
- Ability to work as part of a team as well as on your own initiative
- A flexible and adaptable attitude towards work
- Excellent time management, ability to meet deadlines
- Experience of using provider platforms and product provider extranet sites
- Experience of Microsoft Word, Excel, Outlook
- Certificate in Financial Planning or equivalent
- Ability to work accurately and in accordance with procedures


To provide administrative support to one or more advisers, which includes, but is not limited to, the following:

- Dealing with day to day client and provider enquiries
- Arranging client meetings for the adviser
- Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
- Preparing and submitting applications and supporting documents to product providers
- Inputting new business proposals to the back office system in line with Company procedures
- Undertaking fund switches upon the instruction of the client
- Maintaining accurate records of all verbal and non-verbal communications with the client
- Typing adviser dictation for file and meeting notes
- Maintaining up to date client fact find information on the back office system
- Maintaining client files in line with Compliance procedures
- Keeping track of fees and chasing where appropriate

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