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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 team that values your contributions and offers a chance to make an impact.
- 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 the interview process.
✨Tip Number 2
Brush up on your knowledge of group pensions and protection schemes. Being able to discuss these topics confidently in your conversations with us will demonstrate your expertise and readiness for the role.
✨Tip Number 3
Prepare examples of how you've successfully managed administrative workflows in previous roles. Highlighting your organisational skills and ability to meet deadlines will show us that you're capable of keeping our back office running smoothly.
✨Tip Number 4
Practice your communication skills, especially in building relationships with clients and providers. Being a confident communicator is essential for this role, so think of scenarios where you've effectively engaged with stakeholders.
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 your relevant experience in financial planning and administration.
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 Wealth Administrator, strong communication skills are essential. Use your application to demonstrate your ability to build relationships with clients and providers. Include examples of how you've effectively communicated in previous roles.
Attention to Detail: Given the nature of the role, it's crucial to showcase your attention to detail. Provide specific examples in your application that illustrate your organisational skills and your ability to handle sensitive client data 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 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 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 roles.
✨Emphasise Attention to Detail
With the responsibility of handling sensitive client data, attention to detail is crucial. Prepare to discuss how you ensure accuracy in your work, especially when processing fund switches or generating reports.
