- Company pension
- Bonus scheme
- On-site parking
- 25 days of annual leave plus bank holidays
- Assisting the administration team in gathering policy information
- Supporting various projects such as Mifid annual reviews and client campaigns
- Aiding Advisers in report writing, including Annual review letters
- Providing general admin assistance
- Directly communicating with clients and conducting reviews
- Building and nurturing client relationships
- Identifying and converting business opportunities
- Experience in wealth management admin support
- Proficiency in Back-office systems like X-Plan, FE Analytics, Cashcalc, and provider platforms such as Quilter and Transact
- Strong knowledge of pensions and investments
- Excellent communication abilities
- Relevant professional qualifications
- General administrative skills
- A solid understanding of FCA regulations and the workings of financial services firms
- Highly proficient in IT
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Description
Job Description
MLP Wealth Management Job Opportunity
Are you ready to join MLP Wealth Management, a well-established firm with a history dating back to 1983, founded by Paolo Standerwick and now led by his sons Paul and Sean? This family-run business is dedicated to offering clients peace of mind when it comes to their finances.
At MLP Wealth Management, we take pride in being a reputable brand that prioritizes client needs, professionalism, and community involvement. We also strive to create a work environment that fosters both personal and professional growth for our team.
With a large client base and substantial assets under management, we have earned a solid reputation and are consistently ranked among the top 10 IFAs in the UK on the Vouched For website.
Package Details:
We offer a competitive salary ranging from £28,000 to £35,000 per annum, along with the following benefits:
Purpose of the role:
As MLP Wealth Management continues to grow and onboard new clients while servicing existing ones, we are looking to expand our admin team to provide crucial support.
Duties and Responsibilities:
Administrators will collaborate closely with our IFAs to handle general admin tasks and case management. A senior administrator will also oversee the day-to-day office operations.
Your responsibilities will include, but are not limited to:
The Ideal Employee:
Desired Skills/Experience
Experience required: Minimum of 1 year in financial planning admin roles.
