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

Senior IFA Administrator
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- CRM software
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- Microsoft Outlook
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- Health & wellbeing programme
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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

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