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  • Salary: £25000 - £30000 per annum + Benefits and Bonus
  • Location: London
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    12 Jan 2018
  • Job reference: 30144

My client is one of the UK's largest, independently owned, corporate solutions and wealth management consultancies.

They are passionate about the service they provide and are very proud of the long-term relationships they build with their clients. Based in the heart of the city of London and have offices in other parts of the country.

Looking for an Administrator to come and support the wealth management team.

Relevant Skills, Experience and Qualifications


  • Previous experience in an Adviser support role within an IFA firm
  • Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
  • Ability to work as part of a team as well as on your own initiative
  • Ability to critically evaluate information, probe and challenge the facts
  • A flexible and adaptable attitude towards work
  • Ability to work accurately and in accordance with procedures
  • Excellent time management, ability to meet deadlines
  • Experience of using provider platforms and product provider extra-net sites
  • Experience of Microsoft Word, Excel and Outlook
  • Certificate in Financial Planning or equivalent

Highly desirable

  • Experience of the Nucleus platform
  • Previous use of SSP Adviser back office system
  • Progression towards Diploma qualification


To provide administrative support to one or more Financial Advisers, which includes, but is not limited to, the following:

  • Dealing with day to day client and provider enquiries
  • Arranging client meetings for the Adviser
  • Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
  • Preparing and submitting applications and supporting documents to product providers
  • Inputting new business proposals to the back office system in line with company procedures
  • Undertaking fund switches upon the instruction of the client
  • Maintaining accurate records of all verbal and non-verbal communications with the client
  • Typing Adviser dictation for file and meeting notes
  • Maintaining up to date client fact find information on the back office system
  • Maintaining client files in line with compliance procedures
  • Keeping track of fees and chasing where appropriate

Pay and Benefits

  • Salary from £25,000 to £30,000 depending on experience
  • Discretionary annual bonus
  • Contributory pension scheme
  • Group private medical insurance
  • Group death in service
  • Group permanent health insurance
  • Group critical illness
  • Interest free season ticket loan

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: