IFA Administrator

Wealth Management Associate
Berkswell (CV7)
£32,000-£35,000
3 days office | 2 days home

A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team.

This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases.

The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment.

You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally.

Responsibilities include:

Managing new business cases and preparing submissions to paraplanners
Meeting preparation (new and ongoing advice)
Valuations, disinvestments, bereavements, fund switches
Bonds calculations, CGT reporting and use of Analytics
Supporting complex cases (pension transfers, IHT planning, protection)
Maintaining accurate client records in Salesforce
Submitting business via iBusiness in line with regulatory standards
Acting as escalation point for more complex client queries
Liaising with advisers, internal support functions and third parties  
This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements.

What they're looking for

Experience with in financial services support / wealth administration
Strong organisation and attention to detail
Confident written and verbal communication skills
Comfortable speaking directly with clients
Ability to manage multiple cases and deadlines
Strong numeracy skills
Professional, discreet and calm under pressure  
Salesforce experience and regulatory knowledge are advantageous.

Structure
 
Berkswell office (CV7 7SL
)
3 days office / 2 days home
Permanent position  
This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice.

If this aligns with your experience, message me to discuss further details confidentially