At a Glance
- 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
Wealth Management Administrator – Evolve in Bath employer: Fidelius Group
Fidelius Group is an exceptional employer, offering a supportive and collaborative work environment in the picturesque city of Bath. As a Chartered Financial Planning firm, we prioritise employee growth through tailored development plans and opportunities for professional qualifications in Financial Services. Our commitment to excellent client service is matched by our dedication to fostering a culture of teamwork and respect, making Fidelius a rewarding place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Administrator – Evolve in Bath
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fidelius Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Management Administrator – Evolve in Bath
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fidelius Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fidelius Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fidelius Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fidelius Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fidelius Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fidelius Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
