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For Companies At a Glance
- Tasks: Support Financial Planners and clients with administration and planning tasks.
- Company: Join a reputable financial advisory firm known for its client-focused services.
- Benefits: Enjoy competitive salary, bonuses, and flexible working options including remote work.
- Why this job: Be part of a growing team that values your input and offers career development.
- Qualifications: Experience in wealth management or financial services is preferred; strong communication skills are essential.
- Other info: Opportunity to work in a hybrid environment, balancing home and office life.
The predicted salary is between 28800 - 43200 £ per year.
Overview
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. 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 stand and all relevant checks etc are completed
Requirements / Qualifications
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.
What is on offer
In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
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Wealth Management Administrator employer: Switch Recruitment Services Ltd
Contact Detail:
Switch Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator
✨Tip Number 1
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 at our company.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in wealth management. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss your experience with financial planning software and client management systems. Being able to articulate your technical skills will show that you're ready to hit the ground running in this role.
✨Tip Number 4
Practice your communication skills, especially in explaining complex financial concepts in simple terms. This is crucial for liaising with clients and ensuring they understand their options.
We think you need these skills to ace Wealth Management Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or financial services administration. Emphasise any 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 why you are interested in working for this client.
Highlight Relevant Qualifications: If you have any professional qualifications related to financial services, be sure to mention them. Even if they are not essential, they can set you apart from other candidates.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented clearly.
How to prepare for a job interview at Switch Recruitment Services Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to wealth management. Brush up on your knowledge of pensions, investments, and protection plans, as these will likely come up during the interview.
✨Demonstrate Your Administrative Skills
Be prepared to discuss your previous experience in administration, particularly in financial services. Highlight specific examples where you've successfully managed client records or supported financial planners, showcasing your organisational skills.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about how you would handle client valuations or liaise with insurers for quotations, and be ready to explain your thought process.
✨Showcase Your Communication Skills
Strong communication is key in this role. Practice articulating your thoughts clearly and confidently, and be ready to demonstrate how you can effectively communicate complex financial information to clients.
