UA-185291695-1 Wealth Planning Administrator, Jobs, 334

Wealth Planning Administrator

Paraplanner - North East England

Ref: 334Tuesday 16 November 2021

£18,000 - £25,000

A leading IFA firm with 6Billion AUM is looking to hire an experienced IFA Administrator to join their Grimsby office. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients.

 

Benefits:

25 days annual leave, A day off for your birthday, Contributory pension scheme, Private Healthcare, Life assurance, Health insurance, Charity volunteer days, Employee recognition, Recruitment referral, Cycle to work scheme

 

Responsibilities:

Ensure timely execution of client instructions, cheques, contract notes and policy documents (when applicable

Work with colleagues to ensure adherence to company procedures and standards

Personal support to the adviser

Monitor and manage the adviser’s diary

Deal with all bespoke adviser queries and requests

Act as a point of contact for the client in the adviser’s absence and deal with client queries

Book all client meetings including annual review meetings

Check all client-related compliance and AML documents are certified and valid

Communicate with product providers to track the status of procedures

Keep the adviser and client informed of the progress of the application through to completion.  

New Business/ Surrender / Fund Switch Procedures

 

Skills:

Knowledge gained within the Wealth Management profession

Excellent communication skills