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- Tasks: Support financial planners and manage client interactions in a dynamic team environment.
- Company: Join a bespoke wealth management company experiencing exciting growth.
- Benefits: Enjoy generous holidays, healthcare, study support, and career progression opportunities.
- Why this job: Be part of a supportive team focused on delivering top-notch client service and personal development.
- Qualifications: Previous experience in financial services, strong admin skills, and proficiency in Microsoft Office required.
- Other info: Flexible work options after probation and a friendly atmosphere await you!
The predicted salary is between 28800 - 43200 £ per year.
Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth and looking to recruit a Wealth Planning / Client Services Administrator. This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per week after probation.
The Client Services Department is the backbone of the delivery of service provided to clients, both new and existing. Working as part of a hugely supportive team, you will be responsible for providing a first class administrative and business support service to the wider organisation.
Your main responsibilities will include:
- Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by:
- Providing all necessary paperwork timeously for new and review planning meetings
- Adopting a good client-first culture and ensuring that every client interaction is a positive one
- Efficiently obtaining all necessary information about a client’s existing products using Letters of Authority, preparing illustrations and submitting new business
- Monitoring all new and existing business transactions to completion whilst keeping the client/Planner regularly updated
- Processing all existing client transactions including regular and one-off withdrawals, top-ups, Bed & ISAs etc
- Managing proposition changes, fund switches, rebalances not automatically carried out, POAs Trust Forms and any other transactions, as necessary
- Identifying clients due for review and following workflow to completion in line with processes
- Ensuring all client records across various softwares are set up and accurately maintained in line with inhouse processes and regulatory requirements
- Using internal systems as a task and workflow (including fee income) management system, setting up, completing and assigning tasks routinely to ensure a well-rounded and smooth client experience
- Supporting the Operations and Compliance functions by ensuring that all Management Information is accurate and readily accessible
- Supporting the Client Services Manager by ensuring that all defined processes are strictly adhered to within the team
- Carrying out any other activities or ad hoc project duties for the team as necessary
- Completing all mandatory learning within the deadlines, and adhering to conduct rules at all times
Skills and Experience:
- Previous background working within a IFA or Financial Services organisation
- Strong administrative experience
- Highly organised, self motivated and proactive
- Good knowledge of using Microsoft Office packages in particular Excel and Word
- IT literate
- Strong verbal and written communications skills
- Excellent interpersonal skills with individuals at all levels, internally and externally
- Flexible approach to work
- The ability to work on own initiative and also work as part of a team is desirable
Benefits:
- Generous holiday allowance
- Fully training and ongoing personal development
- Group pension scheme
- Healthcare
- Study support
- Study material and exams fees paid
- Death in Service
- Great opportunities for career progression including all the support you need to reach your career goals
- Annual pay review: performance-linked pay increase and an annual bonus linked to company performance and KPIs
This is a fantastic opportunity for an ambitious and dedicated individual who has a passion for delivering work to the highest standards and is looking for a rewarding career. In addition to an excellent support and development framework, you will be offered a competitive salary and the opportunity to work within a friendly team with a great working atmosphere in long-term employment.
If you have the required experience and would like to take your career to the next step, please send your CV to us ASAP!
Next Steps:
For further information, please apply by emailing your CV to Utopian Professional Recruitment ASAP. To keep up to date with current opportunities be sure to follow the Utopian Professional Recruitment page on LinkedIn, Instagram & Facebook. Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it is not always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.
Equal Opportunities:
Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.
Wealth Administrator employer: Utopian Professional Recruitment Ltd
Contact Detail:
Utopian Professional Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator
✨Tip Number 1
Familiarise yourself with the wealth management industry and the specific services offered by the company. Understanding their client-first culture and how they manage client interactions will help you demonstrate your alignment with their values during any discussions.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience as Wealth Administrators. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your organisational skills and how you manage multiple tasks effectively. Given the role's emphasis on supporting Financial Planners and managing client transactions, showcasing your ability to prioritise and stay organised will be crucial.
✨Tip Number 4
Research common software tools used in wealth management and ensure you're comfortable with them. Being IT literate and having a good grasp of Microsoft Office, particularly Excel, will set you apart as a candidate who can hit the ground running.
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 financial services or administration. Emphasise skills that align with the job description, such as strong organisational abilities and proficiency in Microsoft Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your understanding of the wealth management industry. Mention specific examples of how you've provided excellent administrative support in previous roles.
Highlight Relevant Skills: In your application, clearly outline your administrative skills, attention to detail, and ability to work both independently and as part of a team. Use bullet points for clarity and impact.
Follow Up: After submitting your application, consider sending a polite follow-up email if you haven't heard back within a week. This shows your enthusiasm for the role and keeps you on their radar.
How to prepare for a job interview at Utopian Professional Recruitment Ltd
✨Know Your Role
Familiarise yourself with the responsibilities of a Wealth Administrator. Understand how your role supports the Financial Planner and enhances the client experience. Be ready to discuss how your previous experience aligns with these duties.
✨Demonstrate Client-Centric Attitude
Showcase your commitment to a client-first culture during the interview. Prepare examples of how you've ensured positive client interactions in past roles, highlighting your interpersonal skills and proactive approach.
✨Highlight Organisational Skills
As a Wealth Administrator, being organised is key. Be prepared to discuss your methods for managing multiple tasks and deadlines effectively. Share specific instances where your organisational skills led to successful outcomes.
✨Prepare for Technical Questions
Brush up on your knowledge of financial services and administrative processes. Expect questions about using Microsoft Office, particularly Excel and Word, and be ready to demonstrate your IT literacy with relevant examples.
