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- Tasks: Support the client services team with administration and data management.
- Company: Join a dynamic wealth management firm in Central London, known for its independent advice.
- Benefits: Enjoy a competitive salary, professional development opportunities, and a vibrant work culture.
- Why this job: Be part of a team that values attention to detail and proactive problem-solving.
- Qualifications: No specific experience required; just bring your organisational skills and enthusiasm.
- Other info: Ideal for high school and college students looking to kickstart their career in finance.
The predicted salary is between 30000 - 35000 £ per year.
Type of Position: Client Operations Administrator (Wealth Management) – London
Pay: £36k – £42k
Reference: LiverpoolStreet2
Client Operations Administrator (Wealth Management) – London
Our client in London is looking for a Client Operations Administrator to join their busy firm, based in Central London. You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.
Responsibilities:
– Gathering data and preparing client valuations each month
– Liaising with product providers to obtain plan information, illustrations, and other details, as required for new clients and existing (please note only in rare circumstances will you have direct contact/communication with clients)
– Scheduling annual and half-yearly client reviews and supporting team to gather information for the reports
– Liaising with implementation team, and product providers, to monitor and progress client transfers and post transaction reporting
– Ensuring client management system is kept up to date by inputting client data into back-office system (currently Xplan)
– Ensuring client files are up to date, complete and tidy (and include current AML documentation)
– Assisting with the preparation of client’s tax packs (obtaining and checking Consolidated Tax Certificates from providers, checking Capital Gains Tax on disposals, gathering pension tax information for income received, and checking accumulation income)
– Completing the Client Take on process (relevant information about the Client is input onto Xplan, ID3 Global checks are completed, and Letters of Authority are produced and dispatched to relevant companies)
– Ensuring reports are bound and dispatched to clients in a timely manner
– Managing the team diary for client and prospect meetings and supporting meeting preparation as required
– Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures
– Gaining an understanding of and adhering to the ethos, culture, and purpose of the Company
– Undertake appropriate professional development and training
Personal Qualities:
– Excellent attention to detail
– Highly organised, methodical, disciplined
– Able to prioritise
– Proactive approach
– Able to work under pressure and to tight timescales
– Team player and able to work under own initiative
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Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Operations Administrator (Wealth Management) - London
✨Tip Number 1
Familiarise yourself with Xplan, the client management system mentioned in the job description. Having a solid understanding of how to navigate and utilise this software will give you a significant advantage during the interview process.
✨Tip Number 2
Brush up on your knowledge of wealth management processes and regulations. Being able to discuss industry standards and compliance will demonstrate your commitment and readiness for the role.
✨Tip Number 3
Prepare examples of how you've successfully managed multiple tasks under pressure. This role requires excellent organisational skills, so showcasing your ability to prioritise effectively will be key.
✨Tip Number 4
Network with professionals in the wealth management sector. Engaging with current employees or attending relevant events can provide insights into the company culture and expectations, which can be beneficial during your application process.
We think you need these skills to ace Client Operations Administrator (Wealth Management) - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Client Operations Administrator. Emphasise your attention to detail, organisational skills, and any experience with client management systems like Xplan.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management sector and your enthusiasm for the role. Mention specific examples of how you've successfully managed administrative tasks in previous positions.
Highlight Relevant Skills: In your application, clearly outline your ability to work under pressure, manage tight deadlines, and your proactive approach. These qualities are essential for the role and should be evident in your written application.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this position.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Attention to Detail
As a Client Operations Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your past experiences where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Organisational Skills
This role requires excellent organisational abilities. Share how you manage multiple tasks and deadlines effectively, perhaps by using tools or methods that help you stay on top of your workload.
✨Understand the Wealth Management Sector
Familiarise yourself with the basics of wealth management and the specific services offered by the firm. This knowledge will show your genuine interest in the role and help you answer questions more confidently.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations, such as managing client data or liaising with product providers. Think through potential scenarios and how you would approach them to demonstrate your problem-solving skills.
