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- Tasks: Support the Wealth Management team with client and office administration tasks.
- Company: Join Fidelius Group, a leading Chartered Financial Planning firm in the UK.
- Benefits: Full-time role with opportunities for personal development and training.
- Other info: Dynamic team environment with potential for career growth and professional qualifications.
- Why this job: Make a real difference in clients' lives while gaining valuable experience in finance.
- Qualifications: Good knowledge of Microsoft Office and strong organisational skills required.
The predicted salary is between 30000 - 42000 £ per year.
Overview
Wealth Management Administrator – Evolve
Join Fidelius Group as a Wealth Management Administrator to support the Wealth Management team with day-to-day client and office administration.
Fidelius is a Chartered Financial Planning firm with offices across the UK. It offers services including Wealth Management, Retirement Planning, Protection Planning, Employee Benefits, and Mortgages.
At Fidelius, our mission is to help clients build the life they want with confidence. We pride ourselves on excellent client service through long term financial planning and we know our people are the key to our success.
Key responsibilities
Core Administration Activities
- Provide day-to-day administration support to the Operations team to deliver excellent client service, including but not limited to:
- Prepare and package financial planning reports for the Financial Planners and their clients
- Prepare transactional templated client letters, such as letters of authority and change of address
- Liaise with product providers to obtain fees and charges on specific products
- Obtain and assist with the completion of application/instruction forms and fact finds
- Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources
- Upload incoming post, plan statements and other documents to client records following process and naming conventions
- Maintain accurate client information and record client interaction on the back-office system
- Assist with the onboarding process of new clients
- Assist with client communication and bulk mailers
- Provide ad-hoc support on company projects as required
Team Working
- Build working relationships with colleagues across the business
- Provide support and assistance to other team members to ensure tasks are completed on schedule
- Provide absence cover for colleagues
- Undertake project work and additional duties as required
Compliance
- Treat all data with complete confidentiality and protect it at all times
- Treat customers fairly and refer to your Line Manager or Head of Compliance for guidance if necessary
- Act in accordance with Compliance procedures and FCA Regulations to ensure regulatory requirements and company policies are followed
- Maintain client records and update client information on back-office systems to keep an audit trail
- Undertake work appropriate to your skills and ability
Training and Knowledge
- Work with your line manager to create a personal development plan and agree CPD activity
- Successfully undertake company tests and attend company training sessions
- Willing to undertake exams towards becoming diploma qualified in Financial Services
Knowledge, Skills and Competencies
- Full time role based in our Bath office
- Good working knowledge of Microsoft Office products including Word, Excel, Outlook and PowerPoint
- Experience with delivery within a set of standards
- Experience with organisational skills
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
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Wealth Management Administrator – Evolve employer: Fidelius Group
Contact Detail:
Fidelius Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator – Evolve
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management field, especially those at Fidelius Group. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by practising common questions related to client service and administration. We all know first impressions count, so show them you're ready to support their team with confidence!
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you've managed tasks or projects in the past. This will demonstrate your ability to handle the day-to-day admin duties they'll need you for.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining the Fidelius team.
We think you need these skills to ace Wealth Management Administrator – Evolve
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Wealth Management Administrator role. Highlight any relevant admin experience and your proficiency with Microsoft Office, as these are key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you can contribute to our mission at Fidelius. Keep it concise but engaging!
Showcase Your Team Spirit: We love team players! In your application, mention any experiences where you’ve collaborated with others or supported colleagues. This will show us you’re ready to jump in and help out wherever needed.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Fidelius Group
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and the services offered by Fidelius Group. Brush up on financial planning concepts and be ready to discuss how you can support the team with client administration.
✨Showcase Your Organisational Skills
Since this role involves a lot of administration, be prepared to share examples of how you've successfully managed tasks in the past. Think about times when you had to juggle multiple responsibilities and how you kept everything organised.
✨Be a Team Player
Fidelius values teamwork, so highlight your ability to work collaboratively. Share experiences where you supported colleagues or contributed to a team project, showing that you're ready to pitch in wherever needed.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, training opportunities, or the onboarding process for new clients. This shows your genuine interest in the role and helps you determine if it's the right fit for you.