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- Tasks: Assist Financial Advisers in preparing recommendations and producing suitability reports.
- Company: Join a dynamic financial services firm with a hybrid working model.
- Benefits: Competitive salary, flexible work options, and opportunities for professional growth.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial planning and strong communication skills required.
- Other info: Great opportunity for career advancement in a supportive team environment.
The predicted salary is between 30000 - 40000 £ per year.
Overview
Type of Position: Senior Wealth Administrator – Berkswell
Pay: £30,000 – £40,000
Reference: #1877595
Role
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. The role will involve promoting the company’s services in a professional and FCA compliant manner.
Work Arrangement
Our client offers a hybrid working model from their office in Berkswell.
Key Responsibilities
- Deal effectively with queries from clients and other parties through effective communication.
- Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client’s file in line with company policy in clear and intelligible English.
- Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct.
- Working with the Financial Adviser you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report.
- Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client’s needs and to formulate recommendations.
- Assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where necessary.
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre- completion of documentation ready for clients to check and sign.
- You may at times be required to assist and provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser.
Key Skills
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan own workload
- Detailed and accurate
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good report writing skills
- Ability to work independently and in a team
Knowledge & Experience
- Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
- Ability to assess information, make comparisons and identify critical features
- Ability to acquire update and apply new skills and knowledge
- Set own goals and want to deliver agreed targets
- Retaining supporting records for review.
The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience.
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SENIOR WEALTH ADMINISTRATOR - BERKSWELL employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SENIOR WEALTH ADMINISTRATOR - BERKSWELL
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know about opportunities at companies like ours. A friendly chat can sometimes lead to a job offer before it even gets advertised!
✨Tip Number 2
Prepare for interviews by researching common questions for Senior Wealth Administrators. We recommend practising your responses with a friend or in front of a mirror to boost your confidence and ensure you articulate your skills effectively.
✨Tip Number 3
Showcase your skills during the interview! Bring examples of how you've successfully managed client communications or prepared financial reports. This will help us see how you can add value to our team right from the start.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace SENIOR WEALTH ADMINISTRATOR - BERKSWELL
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Wealth Administrator role. Highlight your experience in financial planning and any relevant qualifications, like CII or RO. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your understanding of the financial planning process and how you can contribute to our success.
Showcase Your Communication Skills: Since effective communication is key in this role, make sure your application reflects your written communication skills. Use clear and intelligible English, just like you would in client communications.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you understand the financial planning process inside out. Brush up on key concepts and be ready to discuss how you would assist Financial Advisers in preparing recommendations and suitability reports. This shows you're not just interested in the role, but that you’re genuinely prepared.
✨Communication is Key
Since you'll be dealing with clients and third parties, practice your communication skills. Be clear and articulate in your responses during the interview. You might even want to prepare examples of how you've effectively handled client queries or communications in the past.
✨Show Your Organisational Skills
This role requires a lot of multitasking and prioritising. Bring examples of how you've managed your workload in previous positions. Discuss specific tools or methods you use to stay organised, as this will demonstrate your ability to handle the demands of the job.
✨Be Ready for Compliance Questions
Familiarise yourself with FCA compliance standards and be prepared to discuss how you would ensure all documentation is correct and compliant. Showing that you understand the importance of compliance in financial services will set you apart from other candidates.
