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- Tasks: Support financial advisers with admin tasks, client meetings, and compliance checks.
- Company: Join a leading Wealth Management firm in the heart of London.
- Benefits: Enjoy a competitive salary and generous benefits package.
- Why this job: Great opportunity to mentor others and grow in a dynamic team environment.
- Qualifications: 5+ years in adviser support, strong interpersonal skills, and financial planning knowledge required.
- Other info: Experience with Salesforce and discretionary fund management is a plus.
The predicted salary is between 48000 - 72000 £ per year.
Social network you want to login/join with:
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Client:
Location:
London, United Kingdom
Job Category:
Other
–
EU work permit required:
Yes
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Job Reference:
2ad3c60e66fa
Job Views:
11
Posted:
28.04.2025
Expiry Date:
12.06.2025
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Job Description:
Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position offers a generous pay and benefits package.
Responsibilities
- Provide administrative support to financial advisers, including training and mentoring new and existing team members to facilitate early adoption of systems and processes.
- Undertake ad hoc tasks and project work as required for the Head of Wealth Management Support and the Operations Manager.
- Arrange client meetings for advisers via email or telephone.
- Prepare for client meetings, including quote requests, valuations, and literature.
- Prepare annual review packs, including fee tables.
- Conduct client anti-money laundering checks following compliance procedures.
- Prepare and submit applications and supporting documents to product providers, electronically and in paper form.
- Input new business proposals into the back-office system following company procedures.
- Manage fund switches and rebalances upon client and adviser instructions.
- Handle day-to-day client and provider correspondence via post, email, and telephone.
- Maintain accurate records of all communications with clients.
- Keep client information updated on the back-office system.
- Maintain client files in accordance with compliance procedures, including document scanning where necessary.
- Track fees and follow up as needed.
- Require at least 5 years of experience in an adviser support role.
- Experience processing business on wrap platforms.
- Strong interpersonal skills to interact professionally with clients and colleagues.
- Ability to work independently and as part of a team.
- Critical evaluation skills to analyze and challenge information.
- Flexible and adaptable attitude towards work.
- Work accurately and adhere to procedures.
- Excellent time management skills to meet deadlines.
- Experience using provider platforms and product provider extranet sites.
- Proficiency in Microsoft Word, Excel, Outlook.
- Financial Planning certificate or equivalent.
Highly desirable
- Experience with Salesforce back-office system.
- Experience with Voyant software.
- Experience working for a Discretionary Fund Manager.
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Senior Adviser Support Administrator - London employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Adviser Support Administrator - London
✨Tip Number 1
Make sure to highlight your previous experience in adviser support roles during networking events or informal meetups. Engaging with professionals in the wealth management sector can help you gain insights and potentially lead to referrals.
✨Tip Number 2
Familiarize yourself with the specific software mentioned in the job description, such as Salesforce and Voyant. Consider taking online courses or tutorials to boost your proficiency, which can set you apart from other candidates.
✨Tip Number 3
Join relevant professional groups or forums related to wealth management and adviser support. Engaging in discussions can help you stay updated on industry trends and may provide valuable connections that could lead to job opportunities.
✨Tip Number 4
Prepare for potential interviews by practicing common questions related to client interactions and compliance procedures. Being able to demonstrate your knowledge and experience in these areas will show your readiness for the role.
We think you need these skills to ace Senior Adviser Support Administrator - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in adviser support roles, particularly focusing on your administrative skills and any specific software you have used, such as Salesforce or Voyant.
Craft a Strong Cover Letter: In your cover letter, emphasize your interpersonal skills and ability to work both independently and as part of a team. Mention specific examples of how you've successfully supported financial advisers in the past.
Highlight Compliance Knowledge: Since compliance is crucial in this role, be sure to mention your experience with anti-money laundering checks and maintaining accurate client records in accordance with procedures.
Showcase Time Management Skills: Provide examples in your application that demonstrate your excellent time management abilities and how you have met deadlines in previous roles, especially when preparing for client meetings or handling multiple tasks.
How to prepare for a job interview at TN United Kingdom
✨Showcase Your Experience
Make sure to highlight your previous experience in adviser support roles, especially any specific tasks you've handled that align with the responsibilities listed in the job description. Be prepared to discuss how your background has equipped you for this position.
✨Demonstrate Interpersonal Skills
Since strong interpersonal skills are crucial for this role, think of examples where you've successfully interacted with clients or colleagues. Share stories that illustrate your ability to communicate effectively and maintain professionalism.
✨Familiarize Yourself with Relevant Tools
If you have experience with Salesforce or other back-office systems mentioned, be ready to discuss how you've used them in your previous roles. If not, show your willingness to learn and adapt to new technologies.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, review your knowledge of anti-money laundering checks and other compliance procedures. Be prepared to explain how you ensure accuracy and adherence to regulations in your work.
