Administrator / Senior Wealth Administrator - Hybrid

2 days ago


Chelmsford, United Kingdom PB Recruitment Consultants Ltd Full time

**A leading, highly reputable, and successful multi-office Independent Financial Planning Firm currently requires an experienced and qualified Wealth Client Executive / Senior IFA Administrator to join its friendly team.**
- **This is a HYBRID role, extremely comprehensive benefits (see below), base salary to £35,000**_

**Purpose of Role**:
**To deliver comprehensive support to Financial Planner(s) whilst delivering excellent service to customers and colleagues**

**Overview**

**Customer Service**
- Engage with customers and build strong, professional, lasting relationships.
- Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner.
- Record annual review dates on the back-office system and monitor regularly.
- Plan, book and prepare for all annual review meetings ensuring none are missed.
- Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect
- Help clients to register for, navigate and update their account on the Personal Finance Portal.

**Your Financial Planner and Colleagues**
- Build strong, professional, lasting relationships with the Financial Planner and your colleagues.
- Agree personal responsibilities with the Financial Planner at outset reaching mutual agreement on how you will work together.
- Manage the Financial Planners diary and ensure that all meetings (initial and annual review) are booked in good time with the customer and ensure they are provided with all the required information/paperwork (including valuations) prior to each meeting.
- Prevent the Financial Planner from getting involved in tasks that do not require their input, leaving them to focus on meeting their customers’ needs and generating income for the business.
- Adopt a collaborative and can-do approach when dealing with all colleagues across the business.

**Wealth Management Administration**
- Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries.
- Ensure all iO Lead and Client/Plan data and appropriate Opportunity/Service Case/Tasks are accurate and collating information in line with Financial Planner’s requirements.
- Process all new business ensuring all transactions are tracked through to accurate and timely completion.
- Create and update client platform account records.
- Deal with technical queries relating to Money Laundering checks including Referrals & Beneficial Owner queries.
- Issue progress reports to customers at regular intervals when dealing with lengthy transactions.
- Produce and issue client fee invoices.
- Proactively review investment portfolios and platform accounts on a regular basis ensuring that all are in order and any necessary work is carried out e.g., topping up of cash accounts/checking cash invested correctly.

**IFA Administrator Work Experience**:

- Previous experience of working in a similar role
- Previous experience of working with Investment Wrap Platforms
- Extensive experience of working with Microsoft Office products including Word, Excel,
- Outlook and PowerPoint
- Experience of delivering accurate, relevant,
- and timely information
- Experience of working in a small to medium sized financial services environment
- Experience of using iO back-office system
- Experience of working with a Discretionary Fund Manager

**Essential IFA Administrator Skills & Qualifications**:

- Strong interpersonal, communication and customer service skills
- Excellent diary management, planning and organisational skills
- Excellent accuracy and attention to detail
- Proven ability to work on own initiative
- Excellent telephone manner
- Proven high level of customer service.
- FPC 1 and 2 (RO’s) or equivalent CF qualifications obtained
- Good working knowledge of Microsoft office systems

**What’s in it for you as a Senior IFA Administrator??**
- Hybrid working
- Base to £35,000 depending on experience
- 25 working days in addition to the normal English Bank and Public Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days.
- Holiday buy and sell scheme where you can buy an additional 5-day holiday per year.
- Company Funded Group Life Assurance - from start date
- 4 x Salary at date of death.
- Company Funded Group Pension Scheme - Deferred 2 months after start
- The employee will make a 3% contribution and the company will contribute 5% if the employee opts out of the scheme they may still be assessed for auto-enrolment purposes. The Employee is eligible to make personal contributions via salary sacrifice.
- Company Funded Private Medical Insurance - after probation
- With Bupa, single life cover.
- Company Funded Cash Plan - after probation
- Health Shield Tailored Cash Plan
- All employees entered on level 1 company paid for in line with PMI cover - same rules apply.
- Company Funded Group Income Protection - after probation


  • Ifa Administrator

    7 months ago


    Chelmsford, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Chelmsford, Essex** **Salary up to £32,500 + bonus** - Are you an experienced IFA Administrator who’s looking for hybrid working?_ - Would you like to work for a company that offers exceptional benefits, including 30 days_ - holiday + bank holidays + an additional day for wellness and your birthday...


  • Chelmsford, United Kingdom Ortus PSR Full time

    An Independent Financial Advisers based in Bath are hiring for a Wealth Management Administrator. They have a strong focus on creating a high performing, fun and supportive culture. **Benefits**: 25 days annual leave, increasing with service, Annual Leave buy and sell scheme, 4 x Life Assurance, Company Pension Scheme or Salary Sacrifice, PMI, Cash Plan,...


  • Chelmsford, United Kingdom mbf. Full time

    We are currently working with a National Wealth Management organisation to recruit an experienced Wealth Management Administrator to join their Chelmsford office. Our client is offering a hybrid working model with either 2 in the office and 3 from home,or vice versa. Our client are a highly reputable Financial Planning organisation with offices across the...


  • Chelmsford, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: Senior IFA Administrator** **Salary: Up to £35,000** **Location**:Chelmsford** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including...


  • Chelmsford, Essex, United Kingdom Recruit UK Ltd. Full time

    Job Title: Senior Financial AdministratorLocation: Chelmsford, EssexSalary: Up to £30,000About the CompanyWe are a leading provider of financial services in the UK, with a reputation for delivering exceptional client service.Job DescriptionThe successful candidate will have previous experience working as a financial planning administrator and excellent...


  • Chelmsford, United Kingdom Skillsbay Limited Full time

    **Senior Systems Engineer - This is a permanent position with hybrid working** - Experience administrating Linux/Unix environments - Experience with system monitoring - Experience with services installation and other administration tasks - Experience of monitoring security advisories and implementing patch updates & fixes for Windows and Linux systems...

  • Ifa Administrator

    5 days ago


    Chelmsford, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: IFA Administrator** **Salary**:Negotiable** **Location: £ Chelmsford** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including InvestmentManagement in...


  • Chelmsford, United Kingdom Recruit UK Full time

    **Are you an experienced administrator looking for your next opportunity to develop your career?** Our clients specialise in wealth management, investments, and employee benefits and work closely with their clients to ensure personalized advice is provided to suit their needs. They have a strong back-office team that supports their Advisers and are looking...


  • Chelmsford, United Kingdom mbf. Full time

    We are working with a market leading Financial Planning & Wealth Management organisation who are seeking to recruit a Financial Services Administrator. The company has a fantastic reputation and a national presence; they have been continuously growing overthe past 5 years meaning there is scope for progression and development within this role as the company...


  • Chelmsford, United Kingdom Richmond Recruitment Agency Full time

    At Richmond Recruitment Agency, we are partnered with a leading Accountancy firm based in London who are seeking a Senior Insolvency Administrator to join their team. Reporting to the managers in the team, the Administrator will have responsibility for their own caseload. **Job Descriptions**: The role of a Senior Case Administrator involves being...


  • Chelmsford, Essex, United Kingdom Essex Local Nature Partnership Full time

    Senior Administrator to Senior Leadership TeamJob Summary:We are seeking a highly skilled and experienced Senior Administrator to join our team as the primary point of contact for the Senior Leadership Team. The successful candidate will provide administrative support, diary management, attendance, and other relative tasks as required.This is an excellent...


  • Chelmsford, United Kingdom Full Circle Compliance Ltd Full time

    **Job Description: Senior Administrator** **Reports to: Finance Manager** **Person Specification** - Excellent communication, organisational and ICT skills. - Ability to organise own workload and determine priorities within the working day - Good time management skills - Exceptional communication skills - Ability to work as part of a team and...

  • Graduate Administrator

    7 months ago


    Chelmsford, United Kingdom Recruit UK Full time

    **Job Title**: Graduate Financial Planning Administrator **Industry**: Financial Services **Location**:Chelmsford **Salary**: £22,000 - £23,000 **Job Reference**:9028 Recruit UK is working on an excellent opportunity for a recent graduate looking to establish their career within financial services. This role is a financial planning Administration role...


  • Chelmsford, United Kingdom Office Angels Full time

    **Senior Administrator** **£24,000 - £28,000 per annum** **Chelmsford, Essex** **Monday to Friday, 8am - 4:30pm** **_*Must drive due to location*_** **Benefits**: car parking on site, progression opportunities, 20 days holiday increasing to 25 days after 12 months, pension scheme 8% contributory, life assurance x3 times annual salary, gym onsite, relaxed...

  • Ifa Administrator

    6 days ago


    Chelmsford, United Kingdom Ortus PSR Full time

    The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service. The firm has a fantastic reputation and offers exceptional study support. The salary for this position is up to £27,000, dependent on experience. **Responsibilities**: - Assisting with preparing...


  • Chelmsford, Essex, United Kingdom Shorefields Full time

    **Job Description**We are looking for a Senior Administrative Officer to provide high-level administrative support to our Headteacher.Key responsibilities include managing the school's public relations and image, devising and managing fundraising campaigns, supporting key school events, and undertaking administrative tasks related to Sixth Form admissions.In...


  • Chelmsford, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Administrative Assistant** **Location: Chelmsford, Essex** **Salary: Highly Competitive** **Hours: Full-Time 35 hours** **Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?** You will be working as part of the team at a highly respected Appointed Representative of...


  • Chelmsford, United Kingdom Rayment Recruitment Full time

    We are looking for an experienced Purchase Ledger Administrator for one of our major clients in Chelmsford. Reporting to the Directors and other senior staff, the ideal Purchase Ledger Administrator will have a minimum of 5 years previous experience and be capable of dealing with a high volume of accounts. We are looking for someone who has excellent...

  • Administrator

    4 weeks ago


    Chelmsford, United Kingdom Stafforce Recruitment Full time

    Administrator - Near Chelmsford - Permanent - Full time - up to £28,000 per annum Due to company growth, our local client is looking to expand their administrative team and are keen to hear from experienced administrators with a proven background providing office support to senior members of staff.Based in their office near Chelmsford, you will handle a...


  • Chelmsford, Essex, United Kingdom ALLAN RECRUITMENT Full time

    Job DescriptionAllan Recruitment is seeking a highly skilled Senior Legal Administrator to join our private client team. As a key member of our department, you will provide advanced administrative support to our solicitors and contribute to delivering exceptional client service.The ideal candidate will have extensive experience working as a legal secretary...