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- Tasks: Support Financial Planners and Paraplanners with client details and compliance.
- Company: Join Azets, a leading firm of Accountants and Wealth Managers with over 6,500 employees.
- Benefits: Enjoy hybrid working, birthday leave, and professional subscriptions among other perks.
- Why this job: Gain valuable experience in a dynamic environment while being supported in your professional growth.
- Qualifications: Experience in financial advising is preferred; strong IT and organisational skills are essential.
- Other info: Opportunity to work in a collaborative team focused on client success.
The predicted salary is between 28800 - 43200 £ per year.
Are you interested in working for a rapidly evolving company? Currently studying towards your qualification but want to get further experience and exposure? Want to be supported by a learning and development team as you grow? Azets is an award-winning leading firm of Accountants, Wealth Managers and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone. Our Wealth Management team is growing in key locations across the UK and makes a fantastic partnership with accountancy where we can offer Tax advice and Wealth Management in the same office for our clients.
The opportunity: We are looking for an experienced Wealth Management Administrator to join our team. Working as part of the support team, you will need to provide high quality and accurate support to Financial Planner and Paraplanners.
- Ensure the back-office system is maintained with current client personal details and compliance information.
- Liaise with product providers regarding policy details, obtain illustrations for new requests and deal with any existing policy queries.
- Prepare letters to clients regarding new business confirmation, general updates and requesting information.
- Ensure new business applications are processed and tracked to completion, recording details of all transactions on computer records (Intelligent Office) accurately and timely.
- Produce client valuations accurately and timely, along with the appropriate review letters.
- Dealing with alterations to existing plans, including fund switches, changes to withdrawals, changes to death benefits nominations, online instructions for purchases/sales.
- Requesting plan information to collate for Paraplanners and Advisers and updating the back office system.
- Running task system to ensure work is tracked to completion while following processes and procedures.
- Assist in general office administration, scanning and saving documents to record storage.
- Collaborate with all internal teams involved in the client journey to ensure tasks related to client accounts and portfolios are completed accurately and promptly.
- Dealing with incoming and outgoing mail.
Skills & Behaviours: What are we looking for?
- Several years’ experience of working within an Independent Financial Adviser practice.
- The desire to reach diploma status with our support (though not essential).
- Strong organisational and planning skills.
- Strong IT skills, MS Office, MS Teams, Excel and Outlook.
- Experience of Intelligent Office preferable, but not essential.
- Proficiency & experience with a variety of providers and investment providers.
- Strong understanding of financial products, investment vehicles, and wealth management processes.
- Excellent communication and interpersonal skills.
- Detail-oriented with strong organisational and problem-solving abilities.
- Ability to work effectively in a fast-paced, dynamic environment.
Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more.
Wealth Support Administrator employer: Azets Group
Contact Detail:
Azets Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Support Administrator
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as Intelligent Office. If you don't have experience with it yet, consider taking an online course or tutorial to get a basic understanding before your interview.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with people who work in similar roles. This can provide you with insights and potentially lead to referrals.
✨Tip Number 3
Brush up on your knowledge of financial products and investment vehicles. Being able to discuss these topics confidently during your interview will demonstrate your commitment to the role and your understanding of the industry.
✨Tip Number 4
Prepare questions to ask during your interview that show your interest in the company's growth and development opportunities. This not only highlights your enthusiasm but also helps you assess if the company aligns with your career goals.
We think you need these skills to ace Wealth Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or financial advisory roles. Emphasise your organisational skills and any experience with back-office systems, as these are crucial for the Wealth Support Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your desire to gain further experience and how you align with Azets' values and goals. Be specific about what you can bring to the team.
Highlight Relevant Skills: In your application, clearly outline your IT skills, particularly with MS Office and any experience with Intelligent Office. Discuss your understanding of financial products and wealth management processes, as these are key to the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is essential for the Wealth Support Administrator role.
How to prepare for a job interview at Azets Group
✨Showcase Your Experience
Make sure to highlight your previous experience in an Independent Financial Adviser practice. Be ready to discuss specific examples of how you've provided support to Financial Planners and Paraplanners, as this will demonstrate your suitability for the role.
✨Demonstrate Organisational Skills
Since the role requires strong organisational and planning skills, prepare to discuss how you manage your tasks and ensure accuracy in your work. You might want to share a time when you successfully tracked multiple projects or deadlines.
✨Familiarise Yourself with Financial Products
Brush up on your knowledge of financial products and investment vehicles. Being able to speak confidently about these topics will show that you understand the wealth management processes and can contribute effectively from day one.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, the team you'll be working with, and opportunities for professional development. This shows your genuine interest in the role and the company.
