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- Tasks: Support Financial Advisers with high-net-worth clients through administration tasks.
- Company: Join an award-winning IFA practice in the heart of Manchester.
- Benefits: Receive full training and exam support for career development.
- Why this job: Gain valuable experience in finance while working in a dynamic, client-focused environment.
- Qualifications: Previous administration experience in an IFA setting is essential.
- Other info: Opportunity to work with a variety of financial products and platforms.
The predicted salary is between 36000 - 60000 £ per year.
I am looking for an experienced IFA Administrator to join an award-winning IFA practice based in Manchester City Centre. Dealing with HNW clients, you will be providing first-class administration support to Financial Advisers and their clients.
Day to day duties will include:
- Processing and Chasing Letters of Authority to completion.
- Obtaining Illustrations and preparation for Client Meetings.
- New Business Processing and Fund Switches.
- Chasing New Business through to completion with providers.
- Database Management/Task Management - ensuring Database is updated with all transactional elements of a client’s portfolio.
- Fee and Invoice Processing.
- Provide Client Portfolio Summaries and Valuations.
- Ongoing Suitability Processing following Client Review meetings.
To apply for this role you must have previous administration experience in an IFA environment with a broad knowledge in all Financial Planning product areas and experience of using a variety of Platform Provider Portals & Systems.
In return, you will be given full training and exam support – should the individual choose to develop their career in that direction.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
Wealth Management Administrator employer: Bruin
Contact Detail:
Bruin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator
✨Tip Number 1
Familiarise yourself with the specific financial products and services offered by the IFA practice. Understanding their offerings will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work in similar roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Brush up on your database management skills, as this role requires meticulous attention to detail. Familiarity with common financial software and platforms can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle specific scenarios related to client administration. This will showcase your problem-solving skills and readiness for the role.
We think you need these skills to ace Wealth Management Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous administration experience in an IFA environment. Emphasise your knowledge of Financial Planning products and any relevant systems you've used.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the job description. Mention your experience with HNW clients and your ability to provide first-class administration support, as well as your familiarity with processing Letters of Authority and managing databases.
Showcase Relevant Skills: In your application, clearly outline your skills related to new business processing, fee and invoice processing, and client portfolio management. Use specific examples to demonstrate your expertise.
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 in the wealth management sector.
How to prepare for a job interview at Bruin
✨Know Your Financial Products
Make sure you have a solid understanding of various financial planning products. Be prepared to discuss how these products work and their benefits, as this will demonstrate your expertise in the field.
✨Familiarise Yourself with the Company
Research the IFA practice you are interviewing with. Understand their values, services, and client base, especially focusing on high-net-worth clients. This knowledge will help you tailor your answers and show genuine interest.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle client interactions. Think of examples from your past experience where you successfully managed client requests or resolved issues.
✨Highlight Your Administrative Skills
Since the role involves significant administrative tasks, be ready to discuss your experience with database management, processing fees, and handling client portfolios. Provide specific examples of how you've excelled in these areas.
