Wealth Planning Administrator

Published: 13th January 2020
Job Type
Financial Planning
£18,000 - £23,000


My client is one of the top Wealth Managers in the UK, who are renowned for their award-winning reputation and independent, whole of market client solutions. They are now recruiting for an entry-level Wealth Planning Administrator to join their Ipswich team. This is a fantastic opportunity for someone keen to pursue a career within the Wealth Management industry, with a clear progression plan, under the guide of an experienced team of industry professionals.


  • Routine administrative tasks such as filing, photocopying, collating information, composing letters and emails
  • Team administration and compliance regarding client service issues
  • Liaise with 'product providers’ to obtain all necessary information on client’s existing arrangements and implementation of new business
  • Open wealth planning post and action immediately
  • Prepare letters of authority and letters appointment as requested by Wealth Planning team members
  • Filing - maintain up to date and accurate client records electronically and through Intelliflo
  • Obtain product research, information and new business illustrations as requested by Wealth Planning team members
  • Prepare paperwork required by wealth planning team members for meetings, business submission and processing new business applications
  • Liaise with providers regarding commission and fee payments
  • Reconcile monthly Wealth Planning revenues through Intelliflo
  • Input of Data obtained from clients and providers into Intelliflo and Voyant


  • Educated to degree level or equivalent
  • Certificate in Financial Planning or equivalent preferred but not essential
  • Good working knowledge of Word, Excel and PowerPoint
  • Experience of First software or Intelliflo is advantageous
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