Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Paraplanners with admin tasks and client communication.
- Company: Join a multi-award-winning Wealth Management Firm in Glasgow.
- Benefits: Enjoy hybrid working, exam support, and comprehensive benefits like private medical insurance.
- Why this job: Great opportunity for internal progression and work-life balance while developing your financial skills.
- Qualifications: Prior experience in administrative roles within Pension, Investments, or IFA firms is required.
- Other info: Commit to the role for at least 18 months for growth opportunities.
The predicted salary is between 24000 - 30000 £ per year.
Wealth Management AdministratorUp to £30KGlasgow CentralHybrid working – Looking for an opportunity to join a larger firm, with internal progression at the forefront of their plans? – Wanting to sit your Diploma and require support to do this? – Looking for a more favorable work / life balance? If any of the above are true, then get in touch… A Glasgow based, multi award winning Wealth Management Firm are on the lookout for an experienced Wealth Management / Financial Planning Administrator to join their already established team.This individual needs prior experience of working in Administrative roles within Pension, Investments or an IFA firm. Whilst there is internal progression, and opportunities will be there to develop, the successful applicant will need to be happy to remain in this position for 18 months+ beforehand. Supporting Paraplanners, you will be expected to provide both administrative and telephone based service to the businesses ongoing clients, as well as being a point of contact for internal contact from new and existing clients. Reasons to apply:- Up to £30K basic salary depending on experience- Hybrid working- Exam support (Financial and study time)- Internal progression- Pension / Private Medical / Life Insurance / Critical Illness cover If you are interested in joining a firm that can look after you, develop your skills and help progress yo…
Financial Planning Support Team employer: Integro Partners Ltd
Contact Detail:
Integro Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Support Team
✨Tip Number 1
Research the company thoroughly. Understand their values, culture, and the specific services they offer in wealth management. This knowledge will help you tailor your conversations and show genuine interest during interviews.
✨Tip Number 2
Network with current or former employees of the firm. They can provide valuable insights into the work environment and expectations, which can help you prepare better for any discussions you may have.
✨Tip Number 3
Highlight your experience in administrative roles within Pension, Investments, or IFA firms during any informal chats or networking events. This will position you as a strong candidate who understands the industry.
✨Tip Number 4
Be prepared to discuss your long-term career goals and how they align with the company's internal progression opportunities. Showing that you are committed to growing within the firm can set you apart from other candidates.
We think you need these skills to ace Financial Planning Support Team
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Wealth Management Administrator position. Understand the key responsibilities and required experience, especially in administrative roles within Pension, Investments, or IFA firms.
Tailor Your CV: Customize your CV to highlight relevant experience in financial planning or wealth management. Emphasize any administrative roles you've held and how they relate to the responsibilities of this position.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention your desire for internal progression and how you align with their values, particularly regarding work/life balance and professional development.
Highlight Your Skills: In your application, make sure to showcase skills that are relevant to the role, such as communication, organization, and customer service. Provide examples of how you've successfully supported teams or clients in previous positions.
How to prepare for a job interview at Integro Partners Ltd
✨Show Your Administrative Skills
Make sure to highlight your previous experience in administrative roles, especially within Pension, Investments, or IFA firms. Be prepared to discuss specific tasks you handled and how they contributed to the team's success.
✨Demonstrate Your Commitment
Since the role requires a commitment of 18 months or more, express your willingness to grow within the company. Share examples of how you've previously committed to roles and developed your skills over time.
✨Prepare for Client Interaction Scenarios
As you'll be a point of contact for clients, practice how you would handle various client scenarios. Think about how you would provide excellent service and support to both new and existing clients.
✨Ask About Internal Progression Opportunities
Show your interest in career development by asking about internal progression paths during the interview. This demonstrates that you're looking to invest in your future with the company and are eager to learn and grow.
