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- Tasks: Support an IFA with administration, client liaison, and financial processing tasks.
- Company: Join a dynamic team in Abbots Langley focused on wealth management.
- Benefits: Enjoy a collaborative work environment and opportunities for professional development.
- Why this job: Gain valuable experience in financial services while building client relationships.
- Qualifications: Experience in administration and customer service is essential; financial services background preferred.
- Other info: Opportunity to participate in projects and support team goals.
The predicted salary is between 28800 - 48000 £ per year.
Job Description
We are looking for an experienced IFA Administrator to join our clients team based in Abbots Langley. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms.
Key Responsibilities:
- Work as part of the Business Support Team to support client's Propositions.
- Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.
- Update the back office system, to ensure accurate client data and information throughout the process.
- Maintain fully compliant files making sure all documents are held on the client's Document
- Management/workflow and diary system in a timely manner to allow instant access to all staff.
- Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service
- Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
- Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.
- Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
- To participate in project related work, working as one team to meet company goals and targets.
- To provide support to your colleagues where workloads need to be spread across the team to reach team goals.
Experience and Qualifications:
- Administration and customer service experience is essential.
- Telephone based experience would be beneficial.
- Financial Services experience would be beneficial.
- Financial Services experience is essential preferably obtained in a life and pensions environment.
- Qualifications desirable or a willingness to study
Wealth Management Administrator employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Contact Detail:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator
✨Tip Number 1
Familiarise yourself with the specific CRM systems and platforms commonly used in wealth management. This knowledge will not only help you stand out during interviews but also demonstrate your proactive approach to learning.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in wealth management. Attend industry events or join relevant online forums to build connections that could lead to job opportunities.
✨Tip Number 3
Prepare for potential interview questions by practising scenarios related to client liaison and administration tasks. Being able to articulate your experience in these areas will show your suitability for the role.
✨Tip Number 4
Research the company’s values and recent projects. Tailoring your conversation during interviews to align with their goals can make a strong impression and highlight your genuine interest in the position.
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 administration and customer service, particularly within financial services. Emphasise any specific skills related to CRM systems and client liaison.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Explain how your previous experience aligns with the role and demonstrate your understanding of the importance of compliance and client relationships.
Showcase Relevant Skills: In your application, clearly outline your proficiency with back office systems and your ability to manage client data accurately. Mention any experience you have with producing client valuations or handling invoicing processes.
Highlight Teamwork Experience: Since the role involves working as part of a team, include examples of how you've successfully collaborated with colleagues in previous positions. This could be through project work or supporting team goals.
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of financial services, especially in life and pensions. Being able to discuss relevant concepts confidently will show that you're well-prepared and understand the industry.
✨Familiarise Yourself with CRM Systems
Since the role involves using different CRM systems, it’s a good idea to familiarise yourself with common platforms. If you have experience with any specific systems, be ready to discuss how you've used them effectively in past roles.
✨Demonstrate Your Administration Skills
Prepare examples from your previous work where you successfully managed administrative tasks. Highlight your attention to detail and ability to maintain compliant files, as these are crucial for the role.
✨Showcase Your Communication Skills
As the role involves liaising with clients and consultants, be prepared to demonstrate your communication skills. Think of examples where you built strong relationships or resolved issues effectively, whether over the phone or in person.
