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- Tasks: Provide essential admin support to Paraplanners and Financial Advisors for smooth operations.
- Company: Respected accountancy firm in Dunfermline with a focus on client experience.
- Benefits: Highly competitive salary and opportunities for professional growth.
- Other info: Equal opportunities employer welcoming diverse applicants.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Experience in financial services, strong organisational skills, and proficiency in Microsoft Office.
The predicted salary is between 30000 - 40000 £ per year.
Our client, a respected accountancy firm, is seeking a Wealth Management Administrator to join their team in Dunfermline. In this role, you will provide essential administrative support to the Paraplanners and Financial Advisors, helping ensure smooth operations and a high-quality client experience. This opportunity is ideal for an organised, detail-oriented individual with equivalent administrative experience.
Qualifications:
- Experience in a similar Wealth Management or Financial Services Administrator role.
- Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
- Strong organisational skills with a high level of accuracy and attention to detail.
- Ability to manage multiple tasks and prioritise effectively in a busy environment.
- Excellent communication skills and a proactive, professional approach.
- Strong team player with the ability to build effective working relationships.
- Experience using financial planning systems such as Intelligent Office and familiarity with major provider platforms is advantageous.
Core Responsibilities:
- Act as a professional point of contact for client queries and provide ongoing administrative support.
- Assist with the preparation and distribution of client review documentation, including fact finds, valuations and meeting packs.
- Process new business applications across pensions and investment products.
- Liaise with product providers to obtain information and track application progress.
- Maintain accurate and compliant client records using internal systems.
- Ensure documentation is complete, up to date and stored in line with regulatory requirements.
- Support advisers and paraplanners with diary management and scheduling client meetings.
- Assist with gathering information required for suitability reports and wider wealth management processes.
A highly competitive salary.
Equal Employment Opportunity: Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Employment Eligibility: To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
Wealth Management Administrator in Fife employer: Core-Asset-Consulting
Contact Detail:
Core-Asset-Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator in Fife
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management field. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show them you’re not just another candidate, but someone who truly fits their culture.
✨Tip Number 3
Practice your communication skills. As a Wealth Management Administrator, you’ll need to convey information clearly and professionally. Mock interviews with friends can help!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining the team.
We think you need these skills to ace Wealth Management Administrator in Fife
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Administrator role. Highlight your relevant experience in financial services and any specific skills that match the job description, like your proficiency in Microsoft Office and organisational skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your attention to detail and how you can contribute to providing a high-quality client experience.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure to demonstrate your ability to communicate effectively in your application. Whether it's through your writing style or examples of past experiences, let us see your proactive approach!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Core-Asset-Consulting
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of wealth management and financial services. Familiarise yourself with common terms and processes, especially those related to client documentation and financial planning systems like Intelligent Office. This will show that you're not just organised but also knowledgeable about the industry.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, prepare examples from your past experience where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritised effectively in a busy environment, as this will demonstrate your ability to handle the demands of the position.
✨Communicate Clearly
Excellent communication is key in this role. Practice articulating your thoughts clearly and concisely. During the interview, listen carefully to questions and respond thoughtfully. You might even want to prepare a few questions of your own to ask the interviewer, showing your proactive approach and interest in the role.
✨Build Rapport
As a team player, it's important to build effective working relationships. During the interview, try to connect with the interviewer by finding common ground or shared interests. A friendly, professional demeanour can go a long way in making a positive impression and showing that you would fit well within their team.