Job Description
Wealth Administrator (SJP) - Ipswich
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Ipswich. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce).
This position will be office based in Ipswich.
Key Responsibilities:
· Manage the Letter of Authority process from start to finish whilst regularly updating the Advisers
· Provide weekly updates for all in-progress Letters of authority for inclusion in the Weekly Practice update.
· Complete meeting prep for all client review meetings.
· Gather information for Advisers ahead of Review Meetings
· Set up ongoing advice packs and send them to clients post-meeting.
· Sending meeting confir...