Job Ref: 215397938

Date: 2021-12-16 16:32:35

Apply Now

We are currently looking for an Independent Financial Adviser / Wealth Management Senior Administrator to join our busy team in Stony Stratford, Milton Keynes!

We now have an exciting opportunity for the right candidate to join our growing friendly Chartered Wealth Management and IFA practice in the Milton Keynes / Stony Stratford area as a wealth management administrator. We are fiercely committed to offering unbiased and independent financial and wealth management advice to individuals and business and to maintaining high professional standards. The role consists of providing full administrative support and service within a busy and dynamic financial advisory business, while also providing support to advisers, clients, and providers.

Location: Stony Stratford, Milton Keynes

Salary: £25,000 – £34,000 per annum + benefits + bonus, depending on experience and qualifications

Hours of Work: Full Time

Independent Financial Adviser / Wealth Management Senior Administrator Duties:

The position involves a wide variety of tasks associated with managing and advising a range of high net worth and business clients in the area of holistic financial planning, tax planning, investments, estate planning, retirement planning and protection within a directly authorised firm.

Utilising the Intelliflo back office system to manage, monitor and maintain all client records, tasks, workflows and business submissions for MI and compliance systems.
Submission of new business to providers and ensuring correctly implemented and chased where needed.
Communicating with policy administrators to gather relevant client policy information.
Income and commission reconciliation.
Compilation, monitoring and maintenance of client files and folders to ensure all new business has a clear and compliant audit trail.
Managing post flow both into and out of the business and ensure all items are correctly scanned and filed.
Diary and task management
Preparing for client meetings including compilation of review meeting reports and enclosures
Management and maintenance of client files, folders, and documents to ensure files are accurate, compliant, and structured in a clear and methodical manner
Answering the telephone and dealing with client contact and queries and assisting in ongoing client relationships where required.
Client administrative work including portfolio management, workflow management, record keeping, applications, illustrations, quotes, submissions, etc.
Ensure technical knowledge & regular CPD is completed using our learning platform to maintain our Chartered and regulatory standards.
Development of skills over time to take on board paraplanning tasks.
Independent Financial Adviser / Wealth Management Senior Administrator Requirements:

The ideal candidate MUST have at least 2 years of administration or client management experience working in an IFA or financial advisory business.
MUST have experience of working with a financial advisory back office system such as Intellifo, Iress, Plum, etc.
A desire to develop knowledge and qualifications.
Passion for the industry and continuous improvement / development.
Ability to meet deadlines, work under pressure and maintain a high level of consistent and accurate output.
Ability to work autonomously while still forming part of the team and achieve results in an evolving business.
Strong IT skills with good knowledge of MS Office (or similar) especially Word, Excel and Powerpoint.
Experience of using various IFA research tools.
Good interpersonal skills and comfortable conversing with HNW individuals and business owners.
Independent Financial Adviser / Wealth Management Senior Administrator Benefits:

Competitive basic salary based on experience, qualifications and achievements
Flexible working within a local and friendly practice
Study & professional qualification support
Contributory pension scheme
Annual bonus scheme
About the Company:

Vizion Wealth is a local chartered independent IFA and wealth management practice for high net worth individuals and business owners. We have a strong client service ethos and pride ourselves on providing a high level of independent chartered advice and impartial wealth management and financial planning solutions to all clients. We promote a culture of always placing the client’s interests first and aim to be proactive and responsive in managing a client’s financial planning needs.

If you think that you are suitable for this Independent Financial Adviser / Wealth Management Senior Administrator role, please apply now

Apply Now