Wealth Manager Administrator / Support

A highly regarded boutique financial planning and employee benefits advisory firm is seeking an Financial Planner Support / Senior Administrator to support its lead financial planner and expanding corporate client portfolio. Established in recent years and experiencing strong organic growth, the firm now advises on £125m+ of client assets and continues to build long-term partnerships with businesses and their employees across the UK. The organisation prides itself on delivering thoughtful, client-centric advice and maintaining exceptional service standards.

Core duties and responsibilities

- Provide quality administration and analytical support to planners and clients

- Process letters of authority, liaising with providers to gather plan information and

summarising policy details once received

- Prepare for client meetings and process action points post-meeting

- Process new business in line with company procedures and compliance requirements

- Implement client recommendations, process fund switches and update valuation details

- Diary management for advisers, organising client meetings, greeting clients

- Manage the ongoing client review process and prepare investment overview presentations

- Proofread client reports to understand the client's circumstances and the rationale of advice

given, as well as checking for grammatical and brand errors

- Generating the supporting documentation for client reports

- Support financial planners with preparation for quarterly investment management meetings

- Dealing with general client queries and administration required by the team

- Managing cash balances and cash movements

- Build relationships with external product providers and suppliers

- Assisting with the creation of social media content and drafting blog posts for the company

website to enhance client engagement and brand visibility

Key competencies required

- Excellent attention to detail and organisational skills

- Confident and competent communication skills - verbal and written

- Excellent record keeping

- Ability to multi-task

- Demonstration of initiative

- Good working knowledge of financial planning systems and processes

- High integrity and ability to maintain confidence

- Strong focus on delivering high quality client service

- Ability to work under pressure as part of a team

- Strong software skills with good knowledge of MS Word, Excel and Outlook

- Ability to build effective insenior ternal and external relationships

Experience/Qualifications

- Proven experience in a financial service administrative role

- Knowledge of client relationship management software within financial services i.e.

Intelligent Office or similar

Compensation Package on Offer

£40k to £55k basic plus full benefits offering and bonus.

Hybrid Working

4 days onsite at the central London (Piccadilly) office expected, and 1 day from home