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- Tasks: Support Investment Managers with admin duties and enhance client relations.
- Company: Join a well-established wealth management practice in the heart of London.
- Benefits: Enjoy competitive salary, health cover, generous holiday allowance, and more.
- Why this job: Be part of a dynamic team focused on delivering exceptional client experiences.
- Qualifications: Strong organisational skills; pursuing or holding Wealth Management qualifications.
- Other info: Opportunity for growth in a supportive environment with a focus on high standards.
The predicted salary is between 30000 - 42000 £ per year.
Well established wealth management practice based in the City of London require an additional administrator to complement their existing team.
The Role; To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Responsibilities;
- Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations.
- Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls.
- Acting as a key contact point for all internal and external administrative queries.
- Provide email, diary administration; communication support including pre and post meeting preparation and actions.
- Track all client documentation and data entry ensuring client records are maintained, accurate and in good order.
- Ensure all administration follows Wealth Managements regulatory and procedural processes.
- Assist the Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business grows.
- Management of account opening and closure paperwork, and fee invoicing administration.
- Work closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives.
- Liaison with 3rd party providers; letters of authority, gathering existing details, applications forms and implementation of new business.
- Liaison with Client Transitions on general queries for take-on packs, static data updates and other Back Office Operations Compliance and other internal departments.
Do you have;
- Strong organisational and administrative skills.
- A responsive and proactive attitude.
- Understand the importance of and can deliver accuracy.
- Effective written and verbal communication skills.
Qualifications; Suitable Wealth Management planning qualifications achieved or are working towards.
On Offer; Competitive salary, pension & holiday allowance, BUPA Health cover, 4x Life Assurance, Discretionary bonus, Market leading maternity/paternity and menopause policies.
Does this sound like it could be your next move? Please apply or get in touch for more information.
IFA Administrator - Putney employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Putney
✨Tip Number 1
Familiarise yourself with the wealth management industry and its key players. Understanding the terminology and current trends will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work in administrative roles. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the job.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common administrative scenarios. Think about how you would handle client communications, manage documentation, and support investment managers effectively.
✨Tip Number 4
Showcase your organisational skills by creating a mock client file or administration process. This practical demonstration can set you apart from other candidates and illustrate your proactive approach to the role.
We think you need these skills to ace IFA Administrator - Putney
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration and client relations. Emphasise any previous roles where you supported investment managers or wealth planners, as this will resonate with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your organisational skills and proactive attitude. Mention specific examples of how you've contributed to client experiences in past roles, aligning your skills with the responsibilities outlined in the job description.
Highlight Communication Skills: Since effective communication is key for this role, ensure you demonstrate your written and verbal communication skills in both your CV and cover letter. Use clear and concise language, and consider including examples of successful client interactions.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, as attention to detail is crucial in administrative roles. A polished application reflects your commitment to high standards.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Organisational Skills
As an IFA Administrator, strong organisational skills are crucial. Be prepared to discuss specific examples of how you've managed multiple tasks or projects in the past, highlighting your ability to prioritise and maintain accuracy under pressure.
✨Demonstrate Proactive Communication
Effective communication is key in this role. During the interview, emphasise your experience in handling client communications and internal queries. Share instances where your proactive approach improved client relations or streamlined processes.
✨Familiarise Yourself with Regulatory Processes
Understanding the regulatory environment in wealth management is essential. Brush up on relevant regulations and be ready to discuss how you ensure compliance in your administrative tasks, as this will show your commitment to maintaining high standards.
✨Express Your Team Spirit
The job requires collaboration with various teams. Highlight your experience working in a team setting and how you contribute to a positive team ethos. Mention any projects where you supported colleagues or helped foster a collaborative environment.
