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- Tasks: Assist Financial Advisers in preparing recommendations and client reports.
- Company: Dynamic financial services firm with a hybrid working model.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Join a collaborative team and make a real impact in financial planning.
- Qualifications: Experience in financial services and strong communication skills.
- Other info: Great opportunity for career advancement in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
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. 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 IT skills
- 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.
Senior Wealth Administrator - Berkswell in Coventry employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Administrator - Berkswell in Coventry
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one in Berkswell. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the financial planning process. Be ready to discuss how you can assist Financial Advisers and handle client communications effectively. Show them you’re the perfect fit for their team!
✨Tip Number 3
Don’t forget to showcase your interpersonal skills! During interviews, highlight your ability to communicate clearly and maintain good relationships with clients and colleagues. This is key in a role like Senior Wealth Administrator.
✨Tip Number 4
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 connect directly with us. Let’s get you that dream job!
We think you need these skills to ace Senior Wealth Administrator - Berkswell in Coventry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Wealth Administrator. Highlight your experience in financial planning and any relevant qualifications, like CII or RO. We want to see how your skills align with 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 clients' success. Keep it professional but let your personality show!
Showcase Your Communication Skills: Since effective communication is key in this role, make sure your application reflects your ability to articulate ideas clearly. Whether it’s in your CV or cover letter, use clear and intelligible English to demonstrate your written communication prowess.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Stuff
Make sure you brush up on the financial planning process and the specific services the company offers. Familiarise yourself with FCA regulations and how they apply to the role. This will show that you're not just interested in the job, but that you understand the industry.
✨Communication is Key
Since you'll be dealing with clients and colleagues, practice your communication skills. Be ready to demonstrate how you would handle client queries and record communications accurately. Think of examples from your past experience where you effectively communicated complex information.
✨Showcase Your Organisational Skills
Prepare to discuss how you prioritise and manage your workload. Bring examples of how you've successfully juggled multiple tasks in a previous role. This will highlight your ability to work independently and meet deadlines without supervision.
✨Be Ready to Collaborate
The role involves working closely with Financial Advisers, so be prepared to talk about your teamwork experiences. Share instances where you’ve collaborated to achieve a common goal, especially in a financial context. This will demonstrate your ability to work well within a team.
