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Wealth Management PA

Location: BATH, SOMERSET Salary: 24000 - 28000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: about 1 month ago Reference: 3069163
A great opportunity has arisen to join a forward thinking IFA in the heart of Bath. 

We are looking for a highly organised, conscientious and experienced IFA Administrator/Sales Support to provide dedicated support to 1 or 2 Financial Advisers and their High Net Worth clients.

The ideal candidate will have previous experience in an IFA environment. Support will be provided for those wishing to undertake professional qualifications and who are looking for long term career progression in the financial sector.

This is a full time role working 35 hours per week, Monday to Friday, 9-5 with an hour for lunch.



Your responsibilities will include, but not be limited to:
• Preparing new business applications and paperwork
• Ensuring that all information is gathered ahead of client meetings
• Processing new business applications and following through to completion
• Preparing correspondence for adviser(s) as and when required
• Preparing portfolio valuations
• Dealing with written and telephone enquiries from clients and product providers
• Placing deals and managing clients’ portfolios online
• Maintaining clients records and updating them as required
• Carrying out Anti-Money Laundering checks
• Arranging client meetings and diary management
• Ensuring that procedures and compliance requirements are adhered to
• General administration duties


In addition, the successful candidate will:
• Have gained relevant experience of working in a similar environment
• Have good knowledge of wealth management products including pensions, investments and protection
• Have good knowledge of regulatory requirements
• Be a proficient user of Microsoft office
• Be able to work independently and as part of a team
• Have excellent communication skills written and verbal
• Have proven planning and organisational skills
• Have a can do attitude
• Have the ability to work in a pressurised environment

Package offered:
• Competitive salary
• Discretionary bonus
• 25 days holiday per annum
• Employer contribution pension scheme
• Comprehensive benefits package, including access to childcare voucher scheme, bike purchase scheme, eye test vouchers, discounted shopping vouchers, gym membership and more
• Reward for developing new business opportunities
• Support training/qualification



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