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- Tasks: Manage administrative workflows and client data while supporting financial advisers.
- Company: Join a respected financial planning firm that values its support team.
- Benefits: Enjoy a supportive team environment with opportunities for professional growth.
- Why this job: Be part of a dynamic team where your contributions are recognised and valued.
- Qualifications: Experience in IFA or wealth management and knowledge of Intelligent Office (iO) required.
- Other info: Ideal for proactive individuals who excel in time management and client 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
Brush up on your knowledge of group pensions and protection schemes. Being able to discuss these topics confidently will demonstrate your expertise and show that you're well-prepared for the responsibilities of the role.
✨Tip Number 3
Network with professionals in the wealth management sector. Engaging with others in the industry can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 4
Prepare examples of your organisational skills and time management. Be ready to share specific instances where you've successfully managed multiple tasks or projects, as this will highlight your suitability for the role.
We think you need these skills to ace Wealth Administrator - Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in an IFA or wealth management environment. Emphasise your familiarity with Intelligent Office (iO) and any relevant investment platforms you've worked with.
Craft a Compelling Cover Letter: Write a cover letter that showcases your organisational skills and attention to detail. Mention specific examples of how you've successfully managed administrative workflows and supported teams in the past.
Highlight Relevant Skills: In your application, clearly outline your communication skills and ability to build relationships with clients and providers. This role values a proactive approach, so demonstrate how you've taken initiative in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. Ensure that all information is accurate and that your documents are professionally presented, as this reflects your attention to detail.
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 iO is essential for this role, make sure to highlight your experience with the platform. Discuss how you've used it to maintain and consolidate client data effectively.
✨Communicate Confidently
This position requires you to act as a point of contact for clients and providers. Practice articulating your thoughts clearly and confidently, and be ready to share examples of how you've built relationships in past roles.
✨Emphasise Attention to Detail
With responsibilities like processing fund switches and generating valuations, attention to detail is crucial. Prepare to discuss how you ensure accuracy in your work and handle sensitive client data with discretion.
