UA-185291695-1 Wealth Management Administrator, Jobs, 264

Wealth Management Administrator

IFA Administrator - Bath, South West England

Ref: 264Thursday 28 October 2021

£22,000 - £25,000


  • 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
  • Group Income Protection
  • Dress down Fridays
  • Charity fundraising events
  • Social Clubs
  • Work from home 3 days a week


About the company:

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.



  • Prepare and package financial planning reports for the Financial Planners and their clients
  • Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
  • Liaise with product providers to obtain fees and charges on specific products
  • Obtain and assist with the completion of application/instruction forms and fact finds
  • Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
  • Uploading plan statements and other documents to client records following agreed naming conventions
  • Maintain accurate client information and record client interaction on the back office system
  • Assist with the onboarding process of new clients
  • Assist with the annual review process of existing clients
  • Any additional ad-hoc requests and support on company projects as and when required


What is required:

  • Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint.
  • Previous experience in an administration role.
  • Previous experience working within a wealth management practice
  • Any financial planning qualifications are desirable