Wealth Management Practice Administrator (IFA)

Wealth Management Practice Administrator

Financial Advisory / IFA Practice

Location: Brighton - Office Based

Salary: £27,000 - £32,000 DOE

Hours: Monday-Friday, 9.30am-5.30pm

Please note: A minimum of 12 months' recent experience working in an IFA, financial planning or wealth management support/administration role is essential for this position.

A fantastic opportunity has arisen for an experienced Wealth Management / IFA Administrator to join a well-established and highly respected financial advisory practice based in Brighton.

This role is specifically suited to someone who already has hands-on experience supporting Financial Advisers within an IFA, financial planning or wealth management environment and understands the administration involved in pensions, investments, protection and the client advice process.

The firm is a boutique-style financial advisory practice providing expert advice to both local and national clients across pensions, investments, protection and tax planning. They have built an excellent reputation and loyal client base over the past decade.

The successful candidate will play a key role supporting the Financial Adviser and wider practice, ensuring the smooth day-to-day administration of client business while providing a professional and efficient service.

Key Responsibilities

• Supporting the Financial Adviser with the day-to-day administration of their client portfolio.
• Managing and coordinating the Adviser's diary, client meetings and appointments.
• Preparing client welcome packs and annual review documentation.
• Maintaining accurate client records on CRM and back-office systems.
• Obtaining quotations and illustrations from product providers.
• Processing new business applications across pensions, investments and protection.
• Preparing and sending Letters of Authority and liaising with providers for information.
• Processing fund switches, withdrawals and other client instructions.
• Assisting with the preparation of basic suitability reports for reviews and investment changes.
• Liaising confidently with clients, product providers and other third parties via telephone and email.
• Preparing investment performance information and supporting client reporting.
• Greeting clients and ensuring they receive a professional service before and after meetings.
• Supporting client events and the wider administration of the practice.

Essential Experience - Please Read Before Applying

To be considered for this position, you must have a minimum of 12 months' experience working in an IFA, financial planning or wealth management support/administration role.

You should already have practical experience of supporting Financial Advisers and be familiar with areas such as:

• Pensions and investments.
• New business processing.
• Letters of Authority.
• Provider platforms and portals.
• Client review preparation.
• Quotations and illustrations.
• Maintaining client records and financial planning documentation.
• Liaising directly with financial product providers.

Unfortunately, general administration experience or experience within banking, insurance, mortgages or other financial services environments without direct IFA/wealth management support experience will not be sufficient for this particular position.

You will also need:

• Excellent organisational and time-management skills.
• Strong written and verbal communication skills.
• A high level of attention to detail and accuracy.
• Confidence communicating with clients and providers.
• Good Microsoft Office skills, including Word, Excel and Outlook.
• Previous experience using a financial services CRM/back-office system.

This is an excellent opportunity for an experienced IFA / Wealth Management Administrator who is looking to join a friendly, professional and established financial planning practice offering long-term career stability.

If you have at least 12 months' recent IFA, financial planning or wealth management administration experience, please submit your CV today.