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