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For Companies At a Glance
- Tasks: Manage client administration and support advisers in a busy wealth planning firm.
- Company: Boutique financial advice firm with a strong reputation in Horsham.
- Benefits: Competitive salary, bonuses, and a supportive work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial administration and knowledge of wealth planning processes.
- Other info: Opportunity for growth in a well-established firm with long-term client relationships.
The predicted salary is between 30000 - 40000 £ per year.
Job Description
- Senior Wealth Administrator
- Boutique financial advice firm – Horsham offices
- Supporting established advisers
- £30k – £40k plus bonuses and benefits
The Business
My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k – £1m+.
The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with.
The Role
The Managing Director is creating a brand-new role for a Financial Administrator who will be responsible for the end to end administration with all their exiting clients and all the new business coming in. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with financial admin within a wealth planning practice. This will include but is not limited to: creating meeting packs, onboarding new clients, prepping for annual reviews, managing the back office systems, being a point of contact for all clients and providers and ad hoc support to the advisers to ensure the smooth running of the business.
If this role sounds of interest or any other roles I am working on please get in touch.
Wealth Administrator employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about opportunities in wealth administration. A friendly chat can lead to insider info or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and processes. We want you to be ready to impress with your understanding of pensions, investments, and tax planning when you meet potential employers.
✨Tip Number 3
Showcase your organisational skills! In your conversations, highlight how you've managed multiple tasks or projects in the past. This is key for a role that involves end-to-end administration.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Wealth Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Administrator role. Highlight your relevant experience in financial administration and any specific skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth planning and how your background makes you a perfect fit for our firm. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Skills: In your application, don’t forget to showcase your skills in managing back office systems and client interactions. We’re looking for someone who can hit the ground running, so let us know how you’ve done this in previous roles!
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’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth administration and financial planning. Familiarise yourself with the end-to-end processes, as well as the specific services the firm offers, like pensions and tax planning. This will show that you're not just interested in the role but also understand what it entails.
✨Prepare Real-Life Examples
Think of specific situations where you've successfully managed client relationships or handled administrative tasks in a similar setting. Be ready to share these examples during the interview to demonstrate your experience and how you can add value to their team.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's operations, their client base, or the tools they use for back-office management. This shows your genuine interest in the role and helps you gauge if the company is the right fit for you.
✨Show Your Team Spirit
Since you'll be supporting advisers and working closely with clients, highlight your ability to work collaboratively. Share examples of how you've contributed to a team environment in the past, as this will reassure them that you can integrate smoothly into their busy setup.
