Wealth Management IFA Administrator – North London

The Role

Wealth Management IFA Administrator – North London

Martis Search is representing a small, North London based Wealth Management company to hire a permanent “Wealth Management IFA Administrator”.

The role reports into their Managing Director and also supports their Paraplanner for all related Operations Administration.

The role is x 5 days in the office.

Our client offers a particular niche Wealth Management service that offers “Tax Efficient” Investment scheme. In addition, they also plan to increase their offerings into Wealth Management (hence moving to a bigger and new office).

The company size atm is very small, with a real family feel. Our client is looking for someone with a minimum of 2-year’s Financial Services IFA Administration experience. Role responsibilities are as follows:

• Providing outstanding customer service: managing correspondence, including email and telephone queries – forwarding on where relevant to the appropriate wealth manager.
• Writing letters following annual reviews and prospect meetings (attention to detail and excellent English skills are vital)
• Supporting members of the Wealth Management team to prepare paperwork for client reviews, as well as taking responsibility for arranging reviews as they become due and preparing the subsequent follow up material
• Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate
• Adding and updating new client data onto back-office system
• Recording remittance and fees onto back-office system
• Compiling and updating of new client packs and other marketing documentation
• Dealing with client enquires including monitoring client requests for moving funds and maintaining records accordingly
• Diarising and monitoring income payments and management fees and monitoring asset transfer reports
• Producing client valuations and liaising with providers for outstanding statements and dealing with queries
• Support and oversee a number of client related systems and processes, ensuring an end-to-end delivery of outstanding support service to clients
• Some general office management tasks such as managing rent payments
• Potentially overseeing the Junior Administrator

Salary

£35 k pa - £45 k pa, plus pension, healthcare, plus great holiday day allowance