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- Tasks: Support financial planners by preparing reports and client communications.
- Company: Join a dynamic IFA practice in Hinckley, dedicated to exceptional client service.
- Benefits: Enjoy a collaborative work environment with opportunities for personal development.
- Why this job: Be part of a team that values accuracy, learning, and client satisfaction.
- Qualifications: Experience with Microsoft Office and a background in financial services is preferred.
- Other info: Ideal for those looking to grow their skills in a supportive setting.
The predicted salary is between 28800 - 43200 £ per year.
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Wealth Management Administrator – Hinckley, Hinckley
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Client:
Location:
Hinckley, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
9b46cede5394
Job Views:
7
Posted:
19.08.2025
Expiry Date:
03.10.2025
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Job Description:
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
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator - Hinckley
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in wealth management. Attend local events or join online forums to connect with individuals who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the financial services sector. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying informed and relevant in the field.
✨Tip Number 3
Consider reaching out to current or former employees of our company on platforms like LinkedIn. They can provide valuable insights into the company culture and the specific skills that are highly valued in the Wealth Management Administrator role.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common scenarios faced in wealth management administration. Think about how you would handle client interactions, manage multiple tasks, and ensure accuracy in your work.
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 and administration. Emphasise your skills with Microsoft Office products and any previous roles in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your desire to deliver exceptional service and your proactive approach. Mention specific examples of how you've successfully managed client interactions or administrative tasks in the past.
Highlight Attention to Detail: In your application, stress your accuracy and attention to detail. Provide examples of how these traits have helped you succeed in previous roles, especially in environments of significant change.
Show Willingness to Learn: Express your eagerness to learn and develop your skills through a Personal Development Plan. This shows that you're committed to growth and improvement, which is essential in the financial services industry.
How to prepare for a job interview at Artemis Recruitment Consultants
✨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 interviewer 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.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask your interviewer about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you determine if the company is the right fit for you.
