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- Tasks: Support financial planners by preparing reports and client communications.
- Company: Join a dynamic IFA practice in Hinckley, focused on exceptional client service.
- Benefits: Competitive salary, opportunities for personal development, and a supportive team environment.
- Why this job: Gain valuable experience in financial services while making a real impact on clients' lives.
- Qualifications: Proficiency in Microsoft Office, strong communication skills, and a desire to learn.
- Other info: Ideal for those looking to grow in a fast-paced, evolving industry.
The predicted salary is between 25000 - 30000 £ per year.
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11/08/2025
Type of Position: Wealth Management Administrator – Hinckley
Pay: £25,000 – £30,000
Reference: #3382265
Wealth Management Administrator – Hinckley
Our client is looking for a Wealth Management Administrator to join their team in Hinckley. You will help support an IFA practice, providing first class administration.
Key Responsibilities:
- Prepare and package financial planning reports for the Financial Planners and their clients
- Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
- Liaise with product providers to obtain fees and charges on specific products
- Obtain and assist with the completion of application/instruction forms and fact finds
- Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
- Uploading plan statements and other documents to client records following agreed naming conventions
- Maintain accurate client information and record client interaction on the back office system
- Assist with the onboarding process of new clients
- Assist with the annual review process of existing clients
- Any additional ad-hoc requests and support on company projects as and when required
Candidate Specification:
- Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
- Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
- Ability to consistently deliver within service standards.
- Excellent organisational skills, flexible and proactive approach to getting the job done.
- Strong interpersonal skills, both written and verbal communication.
- Accuracy and attention to detail to balance demands of role.
- Desire to learn and build skills and ability through Personal Development Plan.
- Previous experience of working in similar role
- Previous experience of working within financial services
- Experience of working in a small to medium sized financial services environment
- Experience of working in an environment of significant change
- Knowledge of Financial Services Industry
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Wealth Management Administrator - Hinckley employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator - Hinckley
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Wealth Management Administrator. Understanding the key responsibilities and the types of documents you'll be handling will give you an edge during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums to connect with individuals who can provide insights about the role and potentially refer you to opportunities.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel and Word, as these are crucial for the role. Consider taking a short course or watching tutorials to enhance your proficiency.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common scenarios faced by Wealth Management Administrators. This will help you articulate your experience and demonstrate your problem-solving abilities effectively.
We think you need these skills to ace Wealth Management Administrator - Hinckley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or financial services. Emphasise your organisational skills and attention to detail, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your desire to deliver exceptional service. Mention specific examples of how you've successfully managed client interactions or administrative tasks in previous roles.
Highlight Technical Skills: Since the role requires proficiency in Microsoft Office, ensure you mention your experience with Word, Excel, Outlook, and PowerPoint. Provide examples of how you've used these tools effectively in past positions.
Showcase Your Learning Attitude: Express your eagerness to learn and develop your skills through a Personal Development Plan. This will demonstrate your commitment to growth within the financial services industry.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of the financial services industry. Understand key terms and concepts that are relevant to wealth management, as this will show your potential employer that you're serious about the role.
✨Demonstrate Your Organisational Skills
Since the role requires excellent organisational skills, prepare examples from your past experiences where you successfully managed multiple tasks or projects. This will help illustrate your ability to handle the demands of the position.
✨Showcase Your Attention to Detail
Prepare to discuss how you ensure accuracy in your work. You might want to share specific instances where your attention to detail made a significant difference, especially in administrative tasks or report preparation.
✨Prepare Questions for Them
Think of insightful questions to ask during the interview. This could be about their client onboarding process or how they handle changes in the financial services landscape. It shows your interest and engagement with the role.
