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- Tasks: Manage administrative workflows and support financial advisers in client interactions.
- Company: Join a respected financial planning firm known for its supportive team culture.
- Benefits: Enjoy a collaborative environment with opportunities for professional growth and recognition.
- Why this job: Be part of a team that values your contributions and offers diverse responsibilities.
- Qualifications: Experience in IFA or wealth management and knowledge of Intelligent Office (iO) required.
- Other info: This role is perfect for proactive individuals who excel in organisation and communication.
The predicted salary is between 28800 - 43200 £ per year.
We\’re working on behalf of a well-respected and growing financial planning firm that\’s looking to expand its support team with a highly capable and organised IFA Administrator.
This role offers variety, responsibility, and the chance to work alongside a knowledgeable and supportive team who truly value their support function.
What you\’ll be doing:
- Managing a range of administrative workflows across new and existing business, ensuring nothing falls through the cracks.
- Maintaining and consolidating client data across platforms and systems – particularly using Intelligent Office (iO).
- Carrying out compliance and due diligence checks on business submitted.
- Working closely with advisers to create tailored proposals that respond to client concerns and objectives.
- Acting as a confident point of contact for a wide range of clients, providers, and third parties.
- Keeping the back office running smoothly by meeting deadlines and maintaining clear, consistent records.
- Processing fund switches, rebalances, contributions, withdrawals, LOAs, and model portfolio creation across multiple platforms.
- Generating valuations and reports, updating client portals, and ensuring every client touchpoint is accurate and professional.
- Applying your knowledge of group pensions and protection schemes, with an understanding of areas such as VCTs, GIP, DIS, and other financial products.
What we\’re looking for:
- Solid experience within an IFA or wealth management environment.
- A strong working knowledge of Intelligent Office (iO) is essential.
- Previous exposure to multiple investment platforms and FE Analytics.
- A team player who is equally comfortable working independently.
- A confident communicator who enjoys building relationships with clients and providers.
- Excellent time management and organisational skills – you take pride in staying on top of your workload.
- A proactive approach, with high attention to detail and the ability to handle sensitive client data with discretion.
This is a fantastic opportunity to join a team that genuinely values the role of operations and support staff in delivering first-class client service. If you\’re ready for a new challenge and want to work in a role where your contribution is recognised and trusted, we\’d love to hear from you.
To find out more or to apply confidentially, please get in touch.
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Wealth Administrator - Nottingham employer: Fram Executive Search Limited
Contact Detail:
Fram Executive Search Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator - Nottingham
✨Tip Number 1
Familiarise yourself with Intelligent Office (iO) before applying. Since it's a key requirement for the role, having a solid understanding of how to navigate and utilise this platform will give you an edge during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join online forums to connect with current IFA Administrators. This can provide insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with compliance and due diligence checks. Be ready to share specific examples of how you've ensured accuracy and professionalism in client interactions, as this is crucial for the position.
✨Tip Number 4
Showcase your organisational skills by preparing a portfolio of your previous work. Highlight any administrative workflows you've managed, especially those involving multiple investment platforms, to demonstrate your capability in handling complex tasks.
We think you need these skills to ace Wealth Administrator - Nottingham
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Wealth Administrator position. Tailor your application to highlight relevant experience in managing administrative workflows and client data.
Highlight Relevant Experience: In your CV and cover letter, emphasise your solid experience within an IFA or wealth management environment. Mention your familiarity with Intelligent Office (iO) and any previous exposure to investment platforms and FE Analytics.
Showcase Communication Skills: As a confident communicator, it's important to demonstrate your ability to build relationships with clients and providers. Use specific examples in your application that showcase your communication skills and how you've successfully managed client interactions.
Attention to Detail: Given the nature of the role, highlight your attention to detail and organisational skills. Provide examples of how you've maintained clear records and met deadlines in previous roles, ensuring that sensitive client data was handled with discretion.
How to prepare for a job interview at Fram Executive Search Limited
✨Showcase Your Organisational Skills
As a Wealth Administrator, you'll need to manage various administrative workflows. Be prepared to discuss specific examples of how you've successfully organised tasks in previous roles, ensuring nothing fell through the cracks.
✨Demonstrate Your Knowledge of Intelligent Office (iO)
Since a strong working knowledge of Intelligent Office is essential, make sure to highlight your experience with this platform. Discuss how you've used it to maintain and consolidate client data effectively.
✨Communicate Confidently
This role requires you to be a confident point of contact for clients and providers. Practice articulating your thoughts clearly and confidently, and prepare to share examples of how you've built relationships in past positions.
✨Emphasise Attention to Detail
With the responsibility of handling sensitive client data, it's crucial to demonstrate your attention to detail. Prepare to discuss how you've ensured accuracy in your work and managed compliance checks in previous roles.
