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For Companies At a Glance
- Tasks: Oversee compliance, manage accounts, and support team performance in a dynamic role.
- Company: Established Wealth Management firm with a focus on team collaboration.
- Benefits: Up to £45,000 salary, 25 days holiday, and career progression opportunities.
- Why this job: Step into management and make a real impact in wealth management.
- Qualifications: Level 4 qualification, leadership skills, and compliance knowledge required.
- Other info: Enjoy hybrid working and a supportive environment for growth.
The predicted salary is between 36000 - 54000 £ per year.
Senior Wealth Administrator/Office Manager
Location: Nottingham – Hybrid Working:
Salary: up to £45,000 DOE
Benefits: 25 days holiday, career progression opportunities plus other benefits
Are you a Level 4-qualified Senior Administrator ready to step into management? This is your chance to join a well-established Wealth Management firm offering a varied, dynamic role with hybrid working and room to grow.
Key Responsibilities
Business Management
- Oversee FCA regulatory reporting, compliance, and business policies.
- Manage firm accounts, payroll, and insurance plans.
- Handle client agreements, templates, and Consumer Duty documentation.
- Maintain critical business plans and ensure adherence to industry standards.
- Manage the daily workload of the support team.
- Conduct regular 1:1s, team meetings, and performance reviews.
- Support recruitment, onboarding, and ongoing training.
- Ensure processes run smoothly and address client or team issues promptly.
Office Operations
- Handle office contracts, utilities, and software agreements.
- Arrange provider meetings, newsletters, and team communications.
- Organize team and adviser meetings, creating agendas and tracking action points.
Ideal Candidate
- Leadership Skills: Ready to step into management, with experience supporting teams.
- Detail-Oriented: Strong organizational skills and a commitment to accuracy.
- Compliance Knowledge: Familiar with FCA regulations and reporting.
- Tech-Savvy: Comfortable with financial planning software and Microsoft Office.
Why Join?
- A hybrid role offering flexibility and a collaborative environment.
- The opportunity to grow and shape the team’s/business\’s success.
- Be part of a reputable firm that values its team and offers long-term career growth.
Ready to take the next step in your career? Apply today to elevate your role as a senior Paraplanner and make a real impact in the wealth management industry!
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Senior Wealth Administrator employer: Frey Consulting Group
Contact Detail:
Frey Consulting Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management industry and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their values and recent news. This will help you tailor your answers and show that you’re genuinely interested in joining their team.
✨Tip Number 3
Practice your leadership skills! Since this role involves stepping into management, think of examples from your past where you've led a team or handled a challenging situation. Be ready to share these stories during interviews.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Senior Wealth Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Senior Wealth Administrator role. Highlight your Level 4 qualification and any relevant management experience to show us you’re ready for this step up.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how your detail-oriented approach can benefit our team. Don’t forget to mention your familiarity with FCA regulations!
Showcase Your Leadership Skills: Since we’re looking for someone ready to step into management, make sure to highlight any leadership roles or experiences you've had. Share examples of how you’ve supported teams and managed workloads effectively.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Frey Consulting Group
✨Know Your Stuff
Make sure you brush up on FCA regulations and compliance standards. Being able to discuss these confidently will show that you're not just qualified, but also genuinely interested in the role.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed teams or projects in the past. Highlighting your experience in conducting performance reviews or team meetings will demonstrate your readiness for a management position.
✨Be Detail-Oriented
Since this role requires strong organisational skills, be ready to discuss how you manage multiple tasks and ensure accuracy in your work. Bring up specific tools or methods you use to stay organised.
✨Tech-Savvy is Key
Familiarise yourself with financial planning software and Microsoft Office. Be prepared to discuss how you've used technology to improve processes or enhance team communication in previous roles.
