Wealth Management Administrator – City of London

RecruitukLtd Salary: £20k - £28k

We are working with one of the UK’s largest independent wealth management consultancies; they take pride in their independence and are proud of the long term relationships they’ve built with their clients.  They put an emphasis on providing a quality service that is simplistic and competitive.


Their office in the city of London is seeking a Wealth Management Administrator to join their team, which would see the successful applicant provide support to one or more of their advisers.  The role will involve dealing with client and provider enquiries, arranging client meetings and diary management, preparation for client meetings obtaining quotes, valuations and appropriate literature.  Submitting and processing new business, updating the internal CRM system, undertake fund switches when instructed, typing adviser dictation for client file and maintaining client files in line with compliance procedures.


It’s essential that the applicant has previous experience in an adviser support role within an IFA firm, you will need strong interpersonal skills and excellent Microsoft office experience.  My client is looking for someone who is FPC qualified or holds the equivalent and who is working towards the Diploma in Financial planning.


In return you will receive a competitive salary of £20,000 – £28,000 dependent on your experience and qualifications.  They also offer a Discretionary Annual Bonus, Contributory Pension Scheme, PMI, DIS, PHI, Critical Illness Cover and Interest Free Ticket Loan.


If you would like to be considered for this role please call me on 0117 917 0411 or email louise.sheppard@recruitukltd.co.uk and quote reference 11663




Upload your CV/resume or any other relevant file. Max. file size: 16 MB.