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 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
✨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 Aberdeen client. A friendly chat can sometimes lead to a foot in the door.
✨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 showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. It’s a simple way to stand out from the crowd.
✨Tip Number 4
Apply through our website for the best chance of landing that Wealth Admin role. We’re all about making the application process smooth and easy, so don’t miss out on this opportunity!
We think you need these skills to ace Wealth Admin
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial services and any relevant qualifications like FPC or Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re the perfect fit for the Wealth Admin role. Share specific examples of how you've maintained client relationships and provided exceptional service in past positions.
Showcase Your Technical Skills:Since the role involves technical support and analysis, be sure to mention your familiarity with tools like Intelliflo Office and FE Analytics, even if it’s just a basic understanding. We love seeing candidates who are eager to learn!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
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. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential asset to the team.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you've successfully maintained client files or produced suitability reports. This will help demonstrate your hands-on experience and how it aligns with the responsibilities of the Wealth Admin role.
✨Be Collaborative
Since the company values teamwork, think of instances where you've worked effectively with others, like solicitors or accountants. Highlighting your collaborative skills will resonate well with the interviewers and show that you can fit into their culture.
✨Ask Smart Questions
Prepare thoughtful questions about the company's approach to client relationships and how they measure success in the Wealth Admin role. This shows your genuine interest in the position and helps you gauge if it's the right fit for you.
