IFA/Wealth Management Administrator at Senior Partner Practice - St James's Place Wealth Management

Candidates will be responsible for providing technical administration support to the financial advisers and paraplanners. You will manage back office administration, processes, compliance and work flow

Location: Beckenham (South East London) - Office based position 

Your duties will include: 

Administrator/ (Assistant to the Director) – Wealth Management 

• Issuing letter of authorities (LOAs) to providers
• Chasing financial institutions to provide requested information
• Writing client annual review letters, fund switch letters & other compliance letters  
• Preparing client files for meetings
• Responding to client enquiries, liaising with third parties
• liaising with Administration Centres and Paraplanners
• Drafting and proof-reading documents, including client correspondence, illustrations etc
• Using Salesforce the company CRM system to adhere to all compliance requirements 
• Maintaining and accurately updating the back office systems with client data - using it to effectively manage the business workflow 
• Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
• Completing illustrations and applications for new business
• Processing Business and chasing through to completion
• Processing Application forms
• Manage business pipeline
• Manage case tracking 
• Completing/Updating CFRs
• Use of Voyant/FE Analytics 
• Maintain the compliance requirements of the business – Ensure business and client files are fully compliant
• Providing weekly updates (calls / emails) to Partner/Adviser
• Other Adhoc duties 

What’s needed to be considered

In order to be considered for this opportunity, candidates need to have –

• Previous experience in a Financial Planning Administrator role
• Professional communication manner, both written and verbally
• Strong knowledge of investments and pensions
• Financial Services qualifications are desired

In return we offer:

• Company pension
• Friendly and positive working environment
• Competitive salary 
• 25 days holiday plus bank holiday 
• Other adhoc benefits the Director provides throughout the year 

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.