Wealth Management Administrator

Bruin Financial

Ref: 37841

A boutique firm of Financial Planners have recently acquired a couple of new client banks and subsequently are looking for a strong Financial Planning Administrator to join their Client Servicing team in Birmingham.

Working alongside the Advisers and Paraplanners daily responsibilities will include;

  • Submission of new business applications
  • Oversee management of Annual Reviews and Portfolio Reviews that are due
  • Liaising with clients, solicitors, accountants, life offices, lenders and platform providers
  • Handle complex administration enquiries
  • Oversee and sign off Platform withdrawals / fund switches / transactions
  • Obtaining quotations using research tools
  • Preparation of reports and assistance with preparation of suitability reports

The ideal candidate should have knowledge and experience of investments and pension products along with experience of using a wide range of provider platforms.

In return you will have full study support as well as the ability to move into a Paraplanner or Advisory role – with full training and exam support – should the individual choose to develop their career in that direction.

This is an exciting opportunity to join an established company at its growth stage with some great career development prospects.

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at Bruin Financial.
 

 

Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.

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