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- Tasks: Support advisers and clients with essential administrative tasks in wealth management.
- Company: Join a dynamic financial services firm focused on client success and career growth.
- Benefits: Enjoy competitive salary, flexible working options, and 25 days holiday plus bank holidays.
- Why this job: Be part of a supportive team culture while developing your skills in a rewarding industry.
- Qualifications: Previous experience in wealth management preferred; strong organisational and communication skills required.
- Other info: Opportunities for professional qualifications and career development await you!
The predicted salary is between 28800 - 43200 £ per year.
Eden Scott's client is seeking an individual who is detail-oriented, client-focused, and looking to grow your career in financial services. Our client is seeking a Wealth Administrator to support their advisers and clients with a variety of essential administrative tasks. You'll play a key role in ensuring smooth and efficient operations across our wealth management services.
Key Responsibilities:
- New Business Processing: Accurately process applications for pensions, investments, protection, and other financial products, liaising with providers and clients throughout the process.
- Fund Switches & Rebalances: Action fund switch instructions and ensure updates are reflected accurately on internal systems.
- Valuations: Prepare client valuation reports ahead of reviews and meetings, using multiple platforms and back-office systems.
- Client Servicing: Respond to client queries professionally and efficiently, ensuring the highest standards of service are maintained.
- Administrative Support: Maintain and update client records, scan and file documentation, and assist with compliance checks.
- Liaising with Providers: Communicate with product providers to obtain up-to-date policy information and resolve any queries.
- Meeting Preparation: Assist advisers with meeting packs and any follow-up actions post-meeting.
Person Specification:
- Previous experience in a wealth management or financial planning environment is preferred.
- Knowledge of pensions, ISAs, investment bonds, and protection products.
- Proficient in financial platforms and back-office systems (e.g. Intelligent Office, Xplan, or similar).
- Strong organisational and communication skills.
- High attention to detail and ability to work to deadlines.
What the role is offering:
- Competitive salary + discretionary bonus.
- Career development opportunities and support with professional qualifications (e.g. CII/RO exams).
- A supportive, collaborative team culture.
- Flexible working options.
- 25 days holiday + bank holidays.
Email CV to [contact email]. This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on 0131 550 1100 or drop off a CV at [location] and we will make sure the most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent. Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
Wealth Administrator employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator
✨Tip Number 1
Familiarise yourself with the financial products mentioned in the job description, such as pensions and ISAs. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with people who can provide insights or even refer you to opportunities at StudySmarter.
✨Tip Number 3
Brush up on your organisational skills by practising how to manage multiple tasks efficiently. You might want to create a mock schedule that includes processing applications and preparing client reports to showcase your ability to handle the responsibilities of the role.
✨Tip Number 4
Prepare for potential interview questions by thinking about scenarios where you've demonstrated attention to detail and client service. Being able to share specific examples will make you stand out as a candidate who is ready for the Wealth Administrator position.
We think you need these skills to ace Wealth Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or financial planning. Emphasise your knowledge of pensions, ISAs, and investment products, as well as any proficiency with financial platforms.
Craft a Strong Cover Letter: Write a cover letter that showcases your attention to detail and client-focused approach. Mention specific examples of how you've successfully managed administrative tasks in previous roles.
Highlight Key Skills: In your application, clearly outline your organisational and communication skills. Provide examples of how you've maintained high standards of service and met deadlines in past positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for the Wealth Administrator role.
How to prepare for a job interview at Eden Scott
✨Showcase Your Attention to Detail
As a Wealth Administrator, attention to detail is crucial. Prepare examples from your past experiences where your meticulous nature helped avoid errors or improved processes. This will demonstrate your suitability for the role.
✨Familiarise Yourself with Financial Products
Make sure you have a solid understanding of pensions, ISAs, and investment bonds. Being able to discuss these products confidently during the interview will show that you're knowledgeable and ready to contribute.
✨Prepare for Client Servicing Scenarios
Think about how you would handle client queries or complaints. Be ready to share specific examples of how you've provided excellent customer service in the past, as this is a key part of the role.
✨Demonstrate Your Organisational Skills
The role requires strong organisational abilities. Prepare to discuss how you manage your time and prioritise tasks, especially when working under tight deadlines. This will highlight your capability to thrive in a busy environment.
