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- Tasks: Support advisers and clients with essential administrative tasks in wealth management.
- Company: Join a dynamic financial services firm focused on client satisfaction and career growth.
- Benefits: Enjoy flexible working, competitive salary, 25 days holiday, and professional development support.
- Why this job: Be part of a collaborative team culture while making a real impact in clients' financial journeys.
- Qualifications: Previous experience in wealth management is preferred; strong organisational and communication skills required.
- Other info: Opportunities for career advancement and professional qualifications available.
The predicted salary is between 28800 - 43200 £ per year.
Eden Scott's client is seeking an individual who is detail-oriented, client-focused, and looking to grow your career in financial services. Our client is seeking a Wealth Administrator to support their advisers and clients with a variety of essential administrative tasks. You'll play a key role in ensuring smooth and efficient operations across our wealth management services.
Key Responsibilities:
- New Business Processing: Accurately process applications for pensions, investments, protection, and other financial products, liaising with providers and clients throughout the process.
- Fund Switches & Rebalances: Action fund switch instructions and ensure updates are reflected accurately on internal systems.
- Valuations: Prepare client valuation reports ahead of reviews and meetings, using multiple platforms and back-office systems.
- Client Servicing: Respond to client queries professionally and efficiently, ensuring the highest standards of service are maintained.
- Administrative Support: Maintain and update client records, scan and file documentation, and assist with compliance checks.
- Liaising with Providers: Communicate with product providers to obtain up-to-date policy information and resolve any queries.
- Meeting Preparation: Assist advisers with meeting packs and any follow-up actions post-meeting.
Person Specification:
- Previous experience in a wealth management or financial planning environment is preferred.
- Knowledge of pensions, ISAs, investment bonds, and protection products.
- Proficient in financial platforms and back-office systems (e.g. Intelligent Office, Xplan, or similar).
- Strong organisational and communication skills.
- High attention to detail and ability to work to deadlines.
What the role is offering:
- Competitive salary + discretionary bonus.
- Career development opportunities and support with professional qualifications (e.g. CII/RO exams).
- A supportive, collaborative team culture.
- Flexible working options.
- 25 days holiday + bank holidays.
Email CV to Karen.Kerr@edenscott.com
This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on 0131 550 1100 or drop off a CV at financialservices@edenscott.com and we will make sure the most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent.
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
Wealth Administrator employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator
✨Tip Number 1
Familiarise yourself with the financial products mentioned in the job description, such as pensions and ISAs. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Brush up on your organisational and communication skills. Consider taking a short course or workshop that focuses on these areas, as they are crucial for the Wealth Administrator role.
✨Tip Number 4
Research the company culture of Eden Scott and their client. Understanding their values and work environment can help you tailor your approach during interviews and show that you’re a good fit for the team.
We think you need these skills to ace Wealth Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or financial planning. Emphasise your attention to detail and organisational skills, as these are crucial for the Wealth Administrator role.
Craft a Strong Cover Letter: Write a cover letter that showcases your client-focused approach and your ability to handle administrative tasks efficiently. Mention specific examples of how you've successfully managed similar responsibilities in the past.
Highlight Relevant Skills: In your application, clearly outline your proficiency with financial platforms and back-office systems. If you have experience with Intelligent Office or Xplan, make sure to mention it, as this will set you apart from other candidates.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential for the Wealth Administrator position.
How to prepare for a job interview at Eden Scott
✨Showcase Your Attention to Detail
As a Wealth 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 Client-Focused Mindset
This role requires a strong client focus. Share instances where you went above and beyond to meet client needs or resolve issues, highlighting your commitment to excellent service.
✨Familiarise Yourself with Financial Products
Knowledge of pensions, ISAs, and investment products is essential. Brush up on these topics before the interview, and be ready to discuss how your understanding can benefit the company and its clients.
✨Prepare for Technical Questions
Expect questions about financial platforms and back-office systems. Review your experience with tools like Intelligent Office or Xplan, and be ready to explain how you've used them in previous roles.
