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For Companies At a Glance
- Tasks: Support Financial Planners and Paraplanners with accurate client information and policy queries.
- Company: Join a dynamic team focused on wealth management and client satisfaction.
- Benefits: Gain valuable experience in finance with potential for diploma support.
- Why this job: Perfect for detail-oriented individuals who thrive in fast-paced environments and love problem-solving.
- Qualifications: Experience in financial advising, strong IT skills, and excellent communication are key.
- Other info: Opportunity to collaborate with various teams and enhance your financial knowledge.
The predicted salary is between 28800 - 48000 £ per year.
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.
Day to day duties:
- 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 re 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 timeously
- Produce client valuations accurately and timeously, 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 savings 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
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
Wealth Management Support Administrator employer: Azets
Contact Detail:
Azets Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Support Administrator
✨Tip Number 1
Familiarize yourself with Intelligent Office, as it's a key tool for this role. If you haven't used it before, consider watching tutorial videos or reading user guides to get a head start.
✨Tip Number 2
Brush up on your knowledge of financial products and investment vehicles. Being able to speak confidently about these topics during the interview will show your commitment and understanding of the wealth management field.
✨Tip Number 3
Highlight your organizational skills by preparing examples of how you've managed multiple tasks or projects in previous roles. This will demonstrate your ability to thrive in a fast-paced environment.
✨Tip Number 4
Network with professionals in the wealth management industry. Attend relevant events or join online forums to connect with others who can provide insights or even referrals to help you land the job.
We think you need these skills to ace Wealth Management Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and administration. Emphasize your organizational skills, attention to detail, and any specific software knowledge, such as Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with financial products and your ability to support Financial Planners and Paraplanners effectively.
Highlight Relevant Skills: In your application, clearly outline your IT skills, particularly with MS Office and Excel. Discuss your experience in managing client information and processing applications accurately and timely.
Showcase Communication Abilities: Since excellent communication is key for this role, provide examples of how you've successfully liaised with clients or internal teams in previous positions. This will demonstrate your interpersonal skills.
How to prepare for a job interview at Azets
✨Showcase Your Experience
Be prepared to discuss your previous experience in wealth management or as a support administrator. Highlight specific examples where you provided high-quality support to financial planners and paraplanners, as this will demonstrate your capability for the role.
✨Demonstrate IT Proficiency
Since strong IT skills are essential, make sure to mention your experience with MS Office, Excel, and any familiarity with Intelligent Office. If you have used similar systems, explain how that experience can translate to this role.
✨Emphasize Attention to Detail
Given the detail-oriented nature of the job, prepare to provide examples of how you've successfully managed tasks that required precision and accuracy. Discuss how you track and ensure the completion of tasks in a timely manner.
✨Communicate Effectively
Excellent communication skills are crucial for this position. Practice articulating your thoughts clearly and concisely. Be ready to discuss how you have collaborated with internal teams and communicated with clients in previous roles.
