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Wealth Management Administrator
Job in
Coalville, Leicestershire, LE67, England, UK
Listed on 2026-09-21
Listing for:
Bruin
Full Time
position Listed on 2026-09-21
Job specializations:
-
Finance & Banking
Business Administration, Finance Assistant
Job Description & How to Apply Below
I am looking for an experienced IFA Administrator to join an award-winning IFA practice based in Manchester City Centre.
Dealing with HNW clients you will be providing first-class administration support to Financial Adviser and their clients. Day to day duties will include;
- Processing and Chasing Letters of Authority to completion.
- Obtaining Illustrations and preparation for Client Meetings.
- New Business Processing and Fund Switches.
- Chasing New Business through to completion with providers.
- Database Management/Task Management - ensuring Database is updated with all transactional elements of a client’s portfolio.
- Fee and Invoice Processing.
- Provide Client Portfolio Summaries and Valuations.
- Ongoing Suitability Processing following Client Review meetings.
To apply for this role you must have previous administration experience in an IFA environment with a broad knowledge in all Financial Planning product areas and experience of using a variety of Platform Provider Portals & Systems.
In return you will be given full training and exam support – should the individual choose to develop their career in that direction.
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