Senior ifa administrator Work, Jobs in Tile Hill, War (with Salaries)

Senior IFA Administrator
Willday Wealth Management —Leicester
- £32,000 - £36,000 a year
- Full-time
- CRM software
- English
- Microsoft Office
- Gym membership
Quick apply
4d
Financial Planning Office Manager
Rothesay Bennett Financial Planning —Coventry
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
7d

Related jobs to explore

Based on your search for senior ifa administrator

Annual Review IFA Administrator
Whateley Wealth Management —Bromsgrove
Managing inbound and outbound telephone calls with clients, providers and internal colleagues. Confident communication skills, including a professional…
£25,000 - £28,000 a year
Quick apply
2d
Financial Planning / IFA Administrator
Balance: Wealth Planning Limited —Nottingham
Supporting clients: *Creating comprehensive correspondence and answering client administrative queries via email or telephone ensuring they have a reliable…
£26,000 - £29,000 a year
Quick apply

I want to receive the latest job alerts for senior ifa administrator in tile hill, war

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior ifa administrator jobs near tile hill, war

Senior Administrator jobs in Leicester

Financial Planning Manager jobs in Dunster

Financial Planning Manager jobs in Lisburn

Financial Planning Manager jobs in Lichfield

Financial Planning Manager jobs in St. Asaph

Operations Manager jobs in Bristol

Operations Manager jobs in Hampshire

Senior Administrator jobs in Wakefield

Senior Administrator jobs in Harrogate

Senior Administrator jobs in Portsmouth

Senior Accountant jobs in London

School Administrator jobs in Essex

Part Time Administrator jobs in Liverpool

Senior Administrator jobs in Gateshead

Senior Social Worker jobs in London

Senior IFA Administrator

Willday Wealth Management
Leicester

Quick apply

Job details

Permanent | Full-time
£32,000 - £36,000 a year
4 days ago

Benefits

Company pension
Company events
Private medical insurance
Gym membership

Qualifications

CRM software
Financial planning
English
Microsoft Office
Organisational skills
Financial services
Communication skills

Full job description

Company Overview

Willday Wealth Management is a Chartered independent financial adviser. We have recently moved into our flagship office and now looking at growing our team. We uphold the highest standards of professionalism, integrity, and client-focused advice in the wealth management industry, committed to delivering exceptional financial guidance and maintaining our reputation for excellence.
Summary

'Senior Wealth Management Administrator' is a vital role based in Leicester that supports our team in delivering top-tier financial advice and client service. This position offers an exciting opportunity for an experienced wealth management administrator to join the team at the start of our growth plans and be a key individual for our future.

Responsibilities

Key Responsibilities:

Answering incoming calls and acting as a first point of contact for clients
Welcoming clients into the office and preparing meeting rooms and refreshments
Managing incoming and outgoing post
Scanning, organising, and uploading documents to CRM systems
Monitoring shared inboxes and handling correspondence
Liaising with providers to chase outstanding information
Maintaining the FCA daybook for advisers
Processing letters of authority and organising policy documentation
Supporting advisers with client file organisation and post-meeting administration
Preparing portfolio overviews based on provider information
Producing financial planning reports, including:
Defaqto risk reports
FE Analytics fund research
CashCalc cashflow modelling reports
Preparing annual review documentation, including:
Portfolio valuations
Fund performance and analysis
Cashflow reports (where required)
Assisting with business submissions and simple online applications
Attending meetings with advisers where required to support the advice process

About You:

The ideal candidate will:

Have at least 5 years’ experience in a financial services administration role
Have a strong understanding of financial planning processes and documentation
Be highly organised with excellent attention to detail
Have strong written and verbal communication skills
Be confident liaising with providers, clients, and advisers
Be able to prioritise and manage multiple tasks efficiently
Have experience using CRM systems and financial planning tools
Have good working knowledge of Microsoft Office
Experience with tools such as Defaqto, FE Analytics, or CashCalc

Pay: £32,000.00-£36,000.00 per year

Benefits:

Company events
Company pension
Gym membership
Private medical insurance

Ability to commute/relocate:

Leicester LE3: reliably commute or plan to relocate before starting work (required)

Experience:

Financial services: 5 years (required)

Language:

English (required)

Location:

Leicester LE3 (preferred)

Work Location: In person

Quick apply

Refine Your Search

senior ifa administrator jobs in tile hill, war

Senior IFA Administrator

Financial Planning Office Manager

Related jobs to explore

I want to receive the latest job alerts for senior ifa administrator in tile hill, war

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected