Administrator/Adviser Support

• Annual Salary: £28,000 - £35,000 plus bonus
• Location: Banstead
• Job Type: Full-time

We are seeking an experienced Administrator/Adviser Support to join our team in Banstead. This role is ideal for someone with a strong background in wealth management administration, possessing deep knowledge of financial services and back office systems. The successful candidate will support various financial planning activities, ensuring compliance with FCA rules and enhancing our client service delivery.

Day-to-day of the role:

• Provide administrative support to financial advisers, focusing on wealth management.
• Utilise back office systems such as X-Plan, Intelliflo, FE Analytics, and Cashcalc to manage and process client data.
• Interact with provider platforms to facilitate client transactions and maintain accurate records.
• Support the processing of cases related to pensions, tax-efficient investments, portfolios, equity release, mortgages, IHT planning, and protection.
• Ensure all activities comply with FCA regulations and internal policies.
• Maintain high standards of data management and security, ensuring all client information is handled confidentially.
• Collaborate with team members to improve processes and enhance client satisfaction.

Required Skills & Qualifications:

• Proven experience in wealth management administration.
• Familiarity with back office systems such as X-Plan, Intelliflo, FE Analytics, and Cashcalc.
• Strong technical knowledge of pensions, tax-efficient investments, and portfolios.
• Experience in equity release, mortgages, IHT planning, and protection is highly desirable.
• Understanding of FCA rules and the operational framework of a financial services firm.
• Exceptional IT skills.
• Excellent communication skills, capable of effectively articulating complex information.

Benefits:

• Competitive salary with potential for bonuses.
• Opportunities for professional development and career advancement.
• Supportive team environment focused on mutual success and client satisfaction.