Additional Resources Ltd.

Administrator (Wealth management) - London

Administrator (Wealth management) - London

Salary: £20,000 to £30,000 depending on experience

The Company

Our client is a very large independently owned, corporate solutions and wealth management consultancies.

Our client is passionate about the service provided and are very proud of the long-term relationships built with their clients.



Their company has grown steadily and now it is a very important and recognised financial advisor company.

The Role

To provide administrative support to one or more financial 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


Continuous Professional Development

To develop skills and keep up to date with all relevant legislative, product and technical changes as required for the role

The ideal candidate will be:

Essential



* 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


* Ability to critically evaluate information, probe and challenge the facts


* A flexible and adaptable attitude towards work


* Ability to work accurately and in accordance with procedures


* 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


Desirable



* Experience of the Nucleus platform


* Experience of working for Discretionary Fund Managers


* Previous use of SSP Adviser back office system


* Progression towards Diploma qualification


What you get in Return



* Discretionary annual bonus


* Contributory pension scheme


* Group Private Medical Insurance


* Group Death in Service


* Group Permanent Health Insurance


* Group Critical Illness


* Group Medicash Scheme


* Interest free season ticket loan


Important Information: We endeavour to process your personal data in a fair and transparent manner.

In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.

For more information see our Privacy Policy on our website.

It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.

If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.






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