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- Tasks: Support an IFA with administration, client liaison, and business processing.
- Company: Join a dynamic team in Abbots Langley focused on financial services.
- Benefits: Enjoy a collaborative work environment and opportunities for professional development.
- Why this job: Gain valuable experience in finance while building relationships and achieving team goals.
- Qualifications: Experience in administration and customer service is essential; financial services background preferred.
- Other info: Opportunity to participate in project work and support colleagues in a team-oriented setting.
The predicted salary is between 36000 - 60000 £ per year.
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 study41bf1e1f-b16b-4260-a40a-17c77a06fd15
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 to discuss your experience in administration and customer service during interviews. Be ready to provide examples of how you've effectively managed client relationships and processed tasks in a timely manner.
✨Tip Number 4
Show your willingness to learn by mentioning any relevant courses or certifications you are considering. This demonstrates your commitment to professional development and aligns with the role's requirements.
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 the financial services sector. Emphasise any specific roles where you've used CRM systems or managed client data.
Craft a Compelling Cover Letter: Write a cover letter that directly addresses the key responsibilities mentioned in the job description. Explain how your previous experience aligns with supporting an IFA and managing client relationships effectively.
Highlight Relevant Skills: In your application, focus on skills such as attention to detail, organisational abilities, and communication skills. Mention any experience you have with financial administration and how you’ve successfully managed tasks under pressure.
Show Willingness to Learn: If you lack certain qualifications but are willing to study, make this clear in your application. Companies appreciate candidates who are eager to develop their skills and grow within the role.
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services, especially in life and pensions. Be prepared to discuss your previous experience in this area and how it relates to the role.
✨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 specific systems, be ready to share how you've used them effectively in past roles.
✨Demonstrate Strong Communication Skills
As the position requires client liaison, showcase your communication skills during the interview. Prepare examples of how you've built relationships with clients and handled inquiries or issues in a professional manner.
✨Highlight Teamwork Experience
The job involves working as part of a Business Support Team, so be sure to highlight any teamwork experiences you have. Discuss how you’ve collaborated with colleagues to achieve goals and support each other in busy periods.
