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- Tasks: Join our team to provide top-notch admin support in wealth management.
- Company: A dynamic firm in Central London focused on delivering independent client advice.
- Benefits: Competitive salary, professional development opportunities, and a collaborative work environment.
- Why this job: Gain valuable experience in finance while working in a supportive and fast-paced atmosphere.
- Qualifications: Attention to detail, strong organization skills, and a proactive mindset are essential.
- Other info: Opportunity for growth and learning in a reputable company.
The predicted salary is between 30720 - 35840 £ per year.
Type of Position: Client Operations Administrator (Wealth Management) – London
Pay: £36k – £42k
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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Client Operations Administrator (Wealth Management) - London employer: Artemis Recruitment Consultants Ltd
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
Familiarize yourself with Xplan, the back-office system mentioned in the job description. Having a solid understanding of how to navigate and utilize this software will give you a significant advantage during the interview process.
✨Tip Number 2
Brush up on your knowledge of regulatory compliance and AML documentation. Being able to discuss these topics confidently will demonstrate your commitment to maintaining high standards in client operations.
✨Tip Number 3
Showcase your organizational skills by preparing examples of how you've managed multiple tasks or projects simultaneously. This will highlight your ability to prioritize and work under pressure, which is crucial for this role.
✨Tip Number 4
Research the company’s ethos, culture, and purpose. Understanding their values will help you align your answers during the interview and show that you're a good fit for their team.
We think you need these skills to ace Client Operations Administrator (Wealth Management) - London
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Client Operations Administrator position. Highlight key responsibilities and personal qualities that resonate with your experience.
Tailor Your CV: Customize your CV to reflect relevant experience in client operations, administration, and wealth management. Emphasize your attention to detail, organizational skills, and ability to work under pressure.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your skills align with the responsibilities listed in the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial for this role.
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 Organizational Skills
Highlight your ability to manage multiple tasks and prioritize effectively. You might want to share how you have successfully juggled various responsibilities in previous roles, especially under tight deadlines.
✨Familiarize Yourself with Xplan
Since the role involves using Xplan for client data management, it would be beneficial to familiarize yourself with this system beforehand. If you have experience with similar software, be ready to discuss that as well.
✨Emphasize Team Collaboration
This position requires working closely with various teams. Prepare to talk about your experiences in team settings, how you contribute to group goals, and any instances where you took the initiative to support your colleagues.
