Senior Wealth Administrator
3 days ago
Senior Wealth Administrator - Berkswell Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. The role will involve promoting the company’s services in a professional and FCA compliant manner. Our client offers a hybrid working model from their office in Berkswell. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client’s file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client’s needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre- completion of documentation ready for clients to check and sign. You may at times be required to assist and provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser. Key Skills Understanding of the Financial Planning process Able to work within defined business processes Ability to achieve agreed outcomes without supervision Prioritise and plan own workload Detailed and accurate Articulate Excellent interpersonal skills, both written and verbal Ability to multitask and prioritise effectively Good IT skills Good report writing skills Ability to work independently and in a team Knowledge & Experience Experience of maintaining good working relationships in the delivery of financial advice services or similar environment Ability to assess information, make comparisons and identify critical features Ability to acquire update and apply new skills and knowledge Set own goals and want to deliver agreed targets Retaining supporting records for review. The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience.
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Wealth Administrator
2 weeks ago
Coventry, United Kingdom IDEX Consulting Full timeAbout the firmA highly respected chartered financial planning firm based in Meriden is looking for an experienced Wealth Administrator to join their growing team. The business has an excellent reputation for internal progression, with many of their senior team, including Paraplanners and Managers, having been promoted from within. You’ll be joining a...
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Wealth Administrator
2 weeks ago
Coventry, United Kingdom Premier Jobs UK Limited Full timeThis Wealth Administrator job near Coventry is ideal for an individual with experience as an Administrator within financial planning firms. Our client is a values-based financial planning firm is motivated by achieving great client outcomes, rather than driven by sales. You will be providing full administrative support to Financial Advisors, including: -...
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Wealth Administration Specialist | Hybrid
2 weeks ago
Coventry, United Kingdom IDEX Consulting Full timeA leading financial planning firm in Coventry is seeking a Wealth Administrator to support a Senior Financial Adviser. The role involves managing client journeys, processing new business, and liaising with providers. Ideal candidates have 2+ years in wealth management, strong organisational skills, and experience with Intelligent Office. A competitive salary...
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Ifa Administrator
2 weeks ago
Coventry, United Kingdom Cranleigh Personnel Full time**Technical IFA / Wealth Planning Administrator** **Location: Outskirts Coventry** **Salary: £24,000 - £30,000** Are you an IFA Administrator with at least one year’s IFA Admin experience....? Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Are you stuck where you are...
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Senior IFA Administrator
3 days ago
Coventry, United Kingdom Heat Recruitment Full timeLocationCOVENTRY Salary £27000 - £34000 TypePermanent WorkplaceHybrid Ref89044 Recruiter Managing This Role Senior IFA Administrator Coventry Up to £34,000 Are you a motivated and detail-oriented individual with a passion for the financial services industry? We are currently seeking a skilled IFA Administrator to join a fantastic wealth management firm in...
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Senior IFA Administrator
1 week ago
Coventry, United Kingdom RGH-Global Limited Full timeSenior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice...
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Senior IFA Administrator
3 days ago
Coventry, United Kingdom RGH-Global Ltd Full timeOverviewSenior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of...
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Senior IFA Administrator
7 days ago
Coventry, United Kingdom RGH-Global Limited Full timeSenior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators you will play a key role in ensuring the smooth running of the advice...
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Senior IFA Administrator
5 days ago
Coventry, Coventry, United Kingdom RGH-Global Limited Full time £35,000 - £60,000 per yearSenior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice...
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Senior IFA Administrator
2 weeks ago
Coventry, Coventry, United Kingdom RGH-Global Limited Full time £26,000 - £30,000 per yearJob Description: Senior IFA AdministratorThis is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice.As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth...
