Wealth Management Administrator

6 days ago

StratforduponAvon, Warwickshire, United Kingdom mbf. Full time
About the Role

We are seeking an experienced Financial Planning Administrator to join our team at mbf. as an IFA Support Administrator. This is an exciting opportunity to work with a highly reputable Financial Planning organisation with offices across the UK.

Key Responsibilities
  • Build and maintain strong relationships with Wealth Planners and their clients, providing exceptional customer service and support.
  • Work closely with the Administration team, Para-Planning, and other internal teams to facilitate efficient and quality administration, resulting in excellent client outcomes.
  • Assist Wealth Planners to maintain and manage client banks according to segmentation and service proposition, providing an organised and structured approach to the workload within the wider team.
  • Manage Wealth Planner diaries, engaging with and communicating with all key stakeholders both internally and externally to maximise efficiency and service to clients.
  • Ensure client reviews are timely and appropriate as per documented service levels and in line with regulation, assisting with structured scheduling of reviews and preparation for meetings.
  • Ensure client files pre- and post-meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up-to-date.
  • Be responsible for all post-meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers, ensuring timely and accurate completion which provides an efficient service for the Wealth Planner and Client.
  • Ensure all initial, on-going, and client-paid fees are checked and reconciled monthly, liaising with the Wealth Planner and Finance teams to ensure these are paid to the Wealth Planners as expected.
  • Support the Wealth Planners to seek out and nurture opportunities for new business, assisting with client research on behalf of the Wealth Planner, maximising output from the existing client bank, and on-boarding prospective new clients.
  • Assist the Wealth Planner to explore opportunities for referrals and professional connection introductions.
  • Keep abreast of Wealth Planner and Hub targets, adding value to their achievement.
  • Maintain a basic level of industry knowledge through private reading and attending workshops, etc.
Requirements
  • Essential:
  • Minimum 6 months administrative experience in an IFA/Wealth environment.
  • Responsibility, accountability, and the ability to be proactive and intuitive in role.
  • Attention to detail and pride in work.
  • Strong communicator, written, verbal, and listening.
  • This organisation is well known for supporting training and development, as a result, candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning.
  • You will be joining a well-known and highly respected organisation where you can start an exciting career.
Package
  • Up to £30,000.
  • Excellent benefits including 11% Pension contribution, PMI, Group Life, Group Income Protection.
  • Study support.
  • 40 days holiday (including bank holidays).
  • Flexi-Bens add-ons.
  • Full-time, office-based in central Manchester.

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