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- Tasks: Support Financial Planners with administration and client documentation.
- Company: Join a reputable financial advisory firm known for its excellent service.
- Benefits: Enjoy competitive salary, bonuses, and flexible working options.
- Why this job: Be part of a growing team making a real impact in wealth management.
- Qualifications: Experience in financial services is preferred; professional qualifications are a plus.
- Other info: Opportunity for hybrid working to fit your lifestyle.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team.
Responsibilities:
- Providing administration and planning support to Financial Planners and a professional service to new and existing clients
- Undertake client valuations and preparing documentation ahead of client reviews
- Liaising with insurers / providers for new business quotations and updating software accordingly
- Ensuring all client records are kept up to standard and all relevant checks etc are completed
Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks.
In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Wealth Management Administrator employer: Switch Recruitment
Contact Detail:
Switch Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in wealth management. This will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities within their organisations.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships or administrative tasks in previous roles. This will help you stand out as a candidate who can add immediate value to the team.
✨Tip Number 4
Research the company thoroughly before your interview. Understanding their values, services, and client base will allow you to tailor your responses and show that you're genuinely interested in being part of their team.
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 experience in wealth management and financial services administration. Emphasise any relevant qualifications, technical knowledge of pensions, investments, and protection, as well as your communication skills.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your previous experience aligns with the role and demonstrate your understanding of the financial advisory sector.
Showcase Relevant Experience: In your application, provide examples of your past work that relate to the tasks outlined, such as client valuations, liaising with insurers, and maintaining client records. Use specific metrics or achievements to illustrate your impact.
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 in the financial services industry.
How to prepare for a job interview at Switch Recruitment
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of pensions, investments, and protection products. Be prepared to discuss how your technical knowledge can support the Financial Planners and enhance client service.
✨Demonstrate Your Organisational Skills
Since the role involves managing multiple tasks, be ready to share examples of how you've successfully organised and prioritised your workload in previous positions. This will show your potential employer that you can handle the demands of the job.
✨Prepare for Client Interaction Scenarios
Think about how you would handle various client situations, such as preparing documentation for reviews or liaising with insurers. Practising these scenarios can help you articulate your approach during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth, team dynamics, and expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
