At a Glance
- Tasks: Support clients with financial planning and maintain high service standards.
- Company: Leading financial firm in Scotland with a strong client focus.
- Benefits: Excellent salary, flexible working options, and a range of perks.
- Other info: Opportunity for career growth in a dynamic and supportive environment.
- Why this job: Join a proactive team and make a real difference in clients' financial journeys.
- Qualifications: FPC qualified or equivalent, with experience in financial services.
The predicted salary is between 30000 - 40000 £ per year.
Engage Talent Partners are working with our Aberdeen based client to source and recruit a collaborative and proactive Wealth Admin. The company is among the leading firms in Scotland, with decades of experience in financial planning. The company has developed strong relationships with its clients, and you would be joining a team that prioritises this.
You will play a key role in maintaining technical standards and ensuring an efficient and consistent client journey while providing exceptional technical support and high levels of service to assist with the achievement of the Company’s strategic goals.
The main responsibilities of the role are:
- Prepare and maintain client files; analyse qualitative and quantitative client data, prioritise client needs.
- Produce suitability reports across a broad range of areas, such as pensions, investments, and protection.
- Prepare recommendations; undertake research and identify solutions, prepare recommendation reports.
- Schedule and prepare client reviews, updating cash flow models, performance analysis, production of supporting reports and identifying opportunities and threats.
- Implement recommendations; prepare suitability letters, complete applications/proposals.
- Work with other professional advisers e.g. solicitors and accountants to implement an agreed action plan.
- Undertake research and analysis in preparation of, and for, client requirements and recommendations.
The ideal candidate will be FPC qualified or equivalent and have achieved or be working towards a Level 4 Diploma in Financial Planning. You will have previous experience within a financial services environment as well as having good technical knowledge and sound understanding of the Financial Planning Process. A strong knowledge covering pensions, investments, and cashflow modelling are essential. Familiarity with systems such as Intelliflo Office and FE Analytics is desirable but not essential. Excellent administrative and strong organisational skills would also be particularly beneficial.
This is a full-time position, and the successful candidate will receive an excellent salary package, flexible and hybrid working options as well as a range of other benefits.
Wealth Admin in Aberdeen employer: Engage Talent Partners
Join a leading financial planning firm in Aberdeen that values collaboration and proactive engagement. With a strong commitment to employee growth, the company offers flexible and hybrid working options, an excellent salary package, and a supportive work culture that prioritises client relationships. This is an ideal environment for those looking to develop their skills in wealth administration while contributing to meaningful client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Admin in Aberdeen
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at firms like our client. A personal recommendation can go a long way in landing that Wealth Admin role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and cash flow modelling. We want you to shine when it comes to demonstrating your expertise!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client files or prepared reports in previous roles. This will highlight your ability to maintain high standards and support the client journey effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for proactive candidates who are ready to contribute to our team’s success.
We think you need these skills to ace Wealth Admin in Aberdeen
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Admin role. Highlight your experience in financial services and any relevant qualifications like FPC or Level 4 Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills:Since the role involves technical support and analysis, make sure to mention any experience with tools like Intelliflo Office or FE Analytics. If you’ve got strong knowledge of pensions and investments, let us know!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Engage Talent Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around pensions, investments, and cash flow modelling. Familiarity with tools like Intelliflo Office and FE Analytics can give you an edge, so don’t hesitate to mention any experience you have with them.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your administrative skills and your ability to analyse client data. Think about times when you’ve successfully prioritised client needs or produced detailed reports, as these will resonate well with the interviewers.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to client relationships and how they measure success in their Wealth Admin team. This shows your genuine interest and helps you gauge if it’s the right fit for you.
✨Be Collaborative
Since the role involves working with other professionals like solicitors and accountants, emphasise your teamwork skills. Share examples of how you’ve collaborated effectively in the past, as this will demonstrate your proactive nature and ability to contribute to a cohesive team environment.
