IFA Administrator
5 days ago
Coventry
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 partiesThis 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 within 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 pressureSalesforce experience and regulatory knowledge are advantageous.Structure, • Berkswell office (CV7 7SL), • 3 days office / 2 days home, • Permanent positionThis 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.