Wealth Administrator; SJP

Wealth Administrator (SJP)

We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Ipswich. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration and client liaison. The role requires use of different CRM systems and platforms (including Salesforce), and is office based in Ipswich.

• Manage the Letter of Authority process from start to finish whilst regularly updating the Advisers
• Complete meeting prep for all client review meetings and gather information ahead of Review Meetings
• Set up ongoing advice packs and send them to clients post-meeting
• Update the CRM system and complete any actions from meetings
• Answer telephone calls, deal with clients' queries, and welcome new clients to the firm
• Book client review meetings and send meeting confirmations
• Writing suitability letters and completing fund switches
• Complete business submissions and stock transfers
• Chase pipeline business and update the Advisers in the weekly meeting
• Meet and greet clients for their appointments
• Support with other roles when needed

• Previous experience within a Financial Planning role
• Must have a can-do attitude and be flexible and adaptable
• Exceptional attention to detail is paramount
• Excellent communication skills, written English, numerate and analytical
• Strong organisational skills, able to use own initiative and multi-task