IFA/Office Administrator

Company description

Wealth Generation LLP is a Financial Planning and Wealth Management business situated in Kent, with a client base that stretches across Southern England and further afield. We pride ourselves on giving impartial financial advice in all areas so that we can help people achieve their financial goals and objectives. We are looking for like-minded individuals who want to form part of our team so that we can continue to deliver an exceptional client experience.

Job description

Wealth Generation LLP is seeking an Office Administrator/Personal Assistant.

The successful applicant will primarily be assisting the Founding Partner and Adviser in the business by carrying out a variety of administration tasks and duties. Depending on the candidate there is a lot of scope to progress within the firm.

To be considered for the position you must have:

• Experience within a Financial Planner / Financial Adviser / Wealth Management / Financial Services practice
• Can demonstrate high levels of Attention to Detail
• Willing to work within a small team and undertake a variety of tasks

Responsibilities:

• Provide high quality support to the Founding Partner and Adviser on business and personal tasks
• Acting as a first point of contact, dealing with correspondence and phone calls
• Greeting clients and ensuring they feel welcome when they arrive
• Inputting and updating the client’s information and policies on the back office system (Intelliflo) so that it is always accurate and reflects any work that has been carried out
• Chasing on new business cases and general queries that come up
• Helping with monthly Income reconciliation through our back office system
• Undertaking general clerical tasks in the business

Skills:

• Highly Professional and displays a strong work ethic
• Willing to go the extra mile when it is required
• Used to working collaboratively within a small team
• Proactive and able to work independently at times
• Proficient in the main Microsoft Programs like Outlook, Word and Excel
• Strong communication skills both verbally and written
• Creative and enjoys finding solutions for problems they encounter
• Some knowledge of Pensions, Investments, Mortgage and Protection Products

Desirable but not essential

• Have previous experience of working with the Aviva / Quilter Platforms, FE Analytics and Intelliflo back office system

Benefits of working at the firm include:

• Salary ranging between £26,000.00 and £35,000.00 per annum depending on the candidate and level of experience
• Annual Bonus depending on individual and firm performance

Work remotely

• No

Job Types: Full-time, Permanent

Pay: £26,000.00-£35,000.00 per year

Benefits:

• Company events
• Company pension
• On-site parking

Experience:

• Financial Planning / Financial Adviser Administration: 1 year (preferred)

Work Location: In person