UA-185291695-1 Wealth Management Administrator, Jobs, 309

Wealth Management Administrator

IFA Administrator - Birmingham, West Midlands

Ref: 309Tuesday 30 November 2021

£28,000 - £34,000

We are looking to speak with IFA Administrators as a leading IFA firm is looking add to their Client Delivery team in Birmingham. You will be working as part of a team to support Wealth Planners with all administration aspects of client delivery, working to deliver excellent client outcomes.


The primary purpose of a Wealth Management Administrator is to work as part of a team to enable the Wealth Planners to maintain and develop a portfolio of high net worth clients. This is achieved through liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, tracking to completion as well as liaising directly with clients. The role holder is also expected to ensure that our client information database is accurate at all times.


Responsibilities Include:

Work within the Client Delivery Team to deliver an excellent client service

Co-ordinate the Planners diaries and the arranging of client meetings

Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs

Send prepared investment information and reports to clients

Ensure all data entry is completed accurately and within specified timelines

Ownership and accountability for administration including ensuring the maintenance of correct client records


Package includes:

You will receive a competitive salary and benefits package including Flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant examinations , Cycle2Work Scheme, Employee Assistance Programme, Death in Service and Corporate Gym Discounts. In addition, we offer opportunities for career progression to match your career aims and ambitions.



Experience in a fast-paced Financial Services Administration role 

Good literacy and numeracy skills with a high degree of accuracy

Excellent interpersonal and organisational skills

Working knowledge of Microsoft Word and Excel packages essential

Knowledge of the UK regulatory system, particularly aspects relevant to Financial Services