Wealth Management Practice Administrator (IFA)

Wealth Management Practice Administrator (Financial Advisory Practice) Location: Brighton (office based) Salary: £27k - £30k Hours: Mon-Fri 9.30am - 17.30pm A fantastic opportunity has arisen for an experienced Practice Administrator to join a well-established and highly respected wealth management practice based in Brighton. This boutique-style financial advisory firm provides expert advice to both local and national clients across pensions, investments, protection and tax planning, and has built a strong reputation and loyal client base over the past decade. The successful candidate will play a key role supporting the Financial Adviser and wider practice, ensuring the smooth day-to-day running of the office while delivering a professional and efficient service to clients. Responsibilities: Greeting clients and supporting them ahead of meetings with the Financial Adviser. Managing and coordinating the Adviser''s diary and client appointments. Preparing client welcome packs and review packs. Maintaining accurate client records on the CRM and back-office systems. Preparing quotations and illustrations from product providers. Processing new business applications and client documentation. Sending and managing Letters of Authority to financial institutions. Processing fund switches and withdrawal requests. Drafting basic suitability reports for reviews and investment changes. Liaising with clients, providers and third parties via phone and email. Preparing investment ..... full job details .....