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- Tasks: Support Financial Planners and be the first point of contact for clients.
- Company: Join a leading Wealth Management organisation with a strong reputation.
- Benefits: Enjoy enhanced pension, industry discounts, private medical insurance, and study support.
- Why this job: Great opportunity for career progression in a supportive and positive work culture.
- Qualifications: Experience in wealth management and understanding of financial products is essential.
- Other info: Hybrid working available in Central Manchester, South Manchester, or Liverpool.
The predicted salary is between 30000 - 42000 £ per year.
Financial Planning Administrator/ Client Administrator/ Excellent Benefits (Enhanced Pension – Industry Discounts – Financial Services Discounts – Private Medical Insurance/ Shared Parental Leave ) / Study Support and Career Progression/ 35 Hour Week
An ideal opportunity has arisen for an experienced Client Administrator looking to take the next step in their career within an industry leading Wealth Management organisation.
You will be joining an established team of Financial Planners to act as the first point of contact for a diverse range of clients.
Previous experience in the Wealth Management industry, with an understanding of financial products is essential as a starting point. You will then be given the mentorship and training tools to develop your career in line with your wealth management career aspirations.
An excellent benefits package is available and with multiple UK office sites, it is possible to work in either of the following locations on a hybrid basis:
- Central Manchester
- South Manchester
- Liverpool
Financial Planning Administrator Responsibilities:
- Proactively support assigned Financial Planners to ensure excellent outcomes for a large and diverse range of clients.
- Be the first point of contact for new and existing clients, resolving queries, providing information and supporting as required.
- Assist Investment Managers in preparing new business pitches and presentations.
- Support with the new client onboarding process, preparing meeting packs and valuations.
- Build, develop and maintain trusting relationships with clients, through regular contact.
- Support the wider business and operational teams as required with administrative duties (scripts, transfers, corporate actions, etc)
- Ensure all client records are maintained, and correspondence is recorded inline with company policies.
Financial Planning Administrator Required Experience:
- Previous experience of working within the wealth management sector with a comprehensive understanding of financial products (pensions, ISA’s, offshore and onshore bonds)
- Previous experience of offering end to end support to Financial Advisors.
- Excellent written and verbal communication skills with the ability to build and nurture strong working relationships.
- Excellent organisational skills with the ability to effectively plan and prioritise workflow.
- Problem solving abilities with the ability to use reasoning and judgement to reach effective solutions.
- A proactive, positive and professional approach to the role and collaborating with a team to maintain the company values and a positive working culture.
- A desire to develop within a Wealth Management career path.
This is an excellent opportunity to join an organisation that is committed to providing their people with opportunities to excel.
If you are located within commutable distance of Manchester or Liverpool and have the required experience outlined above, please submit your CV for review.
Client Administrator employer: Forge Talent
Contact Detail:
Forge Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with people who can provide insights about the role and potentially refer you.
✨Tip Number 2
Research StudySmarter's company culture and values. Understanding our mission and how we operate will help you align your approach during interviews and demonstrate that you're a good fit for our team.
✨Tip Number 3
Prepare to discuss specific financial products and your experience with them. Being able to articulate your knowledge of pensions, ISAs, and other financial instruments will show your expertise and readiness for the role.
✨Tip Number 4
Practice your communication skills. As a Client Administrator, you'll need to build strong relationships with clients, so being able to convey information clearly and confidently is crucial.
We think you need these skills to ace Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in the wealth management sector. Emphasise your understanding of financial products and any relevant roles you've held that align with the responsibilities of a Client Administrator.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the wealth management industry. Mention specific experiences where you successfully supported financial planners or built strong client relationships, demonstrating your proactive approach.
Highlight Relevant Skills: In your application, focus on your excellent communication and organisational skills. Provide examples of how you've effectively managed workflows and resolved client queries in previous roles.
Show Your Career Aspirations: Express your desire to develop within the wealth management career path. Mention any specific goals you have and how this position aligns with your professional growth, showing that you're committed to the role.
How to prepare for a job interview at Forge Talent
✨Showcase Your Industry Knowledge
Make sure to brush up on your understanding of financial products like pensions, ISAs, and bonds. Being able to discuss these topics confidently will demonstrate your expertise and readiness for the role.
✨Prepare for Client Scenarios
Think about potential client queries you might encounter and how you would resolve them. Practising these scenarios can help you articulate your problem-solving skills during the interview.
✨Highlight Your Communication Skills
Since you'll be the first point of contact for clients, emphasise your excellent written and verbal communication skills. Share examples of how you've built strong relationships in previous roles.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage your workload and prioritise tasks. Providing specific examples of how you've successfully handled multiple responsibilities will show that you're well-equipped for the role.
