Recruiting now
| Posted: | 16/03/26 | |
| Recruiter: | Resource Matters Ltd | |
| Reference: | 3085442969 | |
| Type: | Permanent | |
| Salary: | £28,000 - £33,000 Annual | |
| Location: | Leicester, Leicestershire | |
| Description: | Our client A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work The Role will include Financial Adviser Administrator to be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team. Prepare and submit new business applications, where necessary, on a variety of platforms (Pershing, Quilter and Aviva), in readiness for investments to be placed. Liaise with existing investment providers and the receiving platform to process transfers over to our investment services, as per recommendations provided by our Suitability Team. To maintain accurate records, processing changes: using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva). Prepare Valuations and Annual Review Packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the Investment Manager, where appropriate. The Candidate Essentials Educated to A level standard (or equivalent) as a minimum Experience in a financial services/ financial advice administration role Knowledge of investments and associated products Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc The Rewards 4 x salary life assurance Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. 24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays Health Cash Plan Scheme Free parking Hybrid working scheme - Following completion of initial training and induction | |