At a Glance
- Tasks: Support advisers with client services through phone and admin tasks.
- Company: Join Partners Wealth Management, a leader in client-focused financial services.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Opportunity to grow in a dynamic team with a focus on excellence.
- Why this job: Be the key link between clients and advisers, making a real difference.
- Qualifications: Strong communication skills and a knack for building relationships.
The predicted salary is between 40500 - 49500 £ per year.
Job Purpose
To support advisers in the delivery of a high-quality, compliant, and effective service to clients through a combination of telephone and administrative support. Acting as a central point of coordination between advisers, providers, and clients, the role is responsible for ensuring a smooth and positive advice journey, fostering strong relationships and delivering an excellent client and partner experience throughout the process. If successful, you will be formally employed by Partners Wealth Management.
Key Responsibilities
- Liaise directly with clients and relevant third parties (phone/email)
- Work with relevant product providers to obtain accurate policy information for valuation and annual review production
- Maintain all internal systems, ensuring the accuracy and integrity of client data and that all tasks and activities are completed in line with company policy and procedures
- Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
- Research providers/funds, using in-house models and other proposition guidance
- Support and process new business and Life Cover quotations as and when required
- Managing the underwriting process
- Executing trades as instructed by partner/s
About You
Skills and experience
- Capable of building relationships whilst delivering a level of service which exceeds expectations
- The ability to draft reports and letters regarding client investments under partners' guidance/supervision
- Excellent verbal and written communication skills, with the ability to work under pressure
Administrator employer: 7IM
At 7IM, we pride ourselves on being an exceptional employer, offering a collaborative work culture that fosters professional growth and development. As a Senior Paraplanner, you will not only play a crucial role in supporting our advisers but also have the opportunity to mentor junior staff, ensuring a rewarding career path in the heart of financial planning. Our commitment to compliance and excellence, combined with a supportive team environment, makes 7IM a fantastic place to build your future.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like 7IM. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to 7IM.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on 7IM's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at 7IM
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with 7IM.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at 7IM will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former 7IM employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
