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- Tasks: Support clients and advisers with top-notch telephone and admin services.
- Company: Join Partners Wealth Management, an award-winning firm focused on independent advice.
- Benefits: Enjoy a fun work environment, skill development, and exam support.
- Why this job: Make a real impact while learning about financial planning and client relationships.
- Qualifications: Confident communication skills and ability to meet tight deadlines required.
- Other info: Opportunities for internal progression and ongoing training provided.
The predicted salary is between 30000 - 40000 £ per year.
You will join as part of the Investment20/20 programme.
About The Role:
Provide support to the office/Adviser for a variety of tasks and, in turn, deliver a professional, compliant, effective telephone and administration‑based service to our clients. Responsible for submission of all new business to product providers/lenders and delivering a first‑class ongoing service to our existing clients. This role is to fully support the Partner(s) to service and grow their client business book. Opportunities for internal progression, as you develop skills & knowledge, are available as vacancies for all Partners support are advertised internally. Full training will be provided.
Key Responsibilities:
- Provide an excellent telephone‑based service to clients and third parties.
- Maintain Enable system ensuring that all tasks & activities are completed in line with company policy and procedures.
- Handle all valuation tasks and queries in a timely, compliant manner, meeting agreed performance standards.
- Contact and liaise with relevant product providers/third parties to obtain accurate policy information for valuation & annual review production.
- Take ownership for the management of online platforms access for all within your team, together with the Unipass Certificate management.
- Complete client related activities or general tasks as instructed by Partner and follow through to completion dealing with any queries that arise from these activities.
- Develop and maintain effective relationships with colleagues, clients and third parties.
- Maintain the accuracy & integrity of client data held on Enable to include input and cleansing as appropriate.
- Submit & maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested.
- Be aware and act upon any compliance, risk and quality issues.
- Maintain up to date knowledge of procedures by reading all updates & action all notifications issued on the Intranet (PWM Hub).
- Provider recommendations/improvement ideas to increase operational efficiencies within the team.
- The ability to draft simple advice reports/letters, calculations and Fusion top‑up reports under Partners guidance/supervision.
- Where carry forward or tax calculations are requested to be completed the role is to ensure that all historic transactions are received.
- Research providers/funds, using PWM ARC matrix & other proposition guidance where appropriate and as directed by Partner.
- Source relevant illustrations from providers on terms agreed with Partner.
- Life Cover Quotes. To support and produce quotations as and when required.
- Manage underwriting process from application to completion and communicating progress to all relevant parties.
- Handle all client disengagement requests in a timely, compliant and efficient manner that will meet the agreed performance standards.
- Provide cover and support to other members of the team during sickness & holidays where deemed necessary by Directors of PWM.
- Day to day working with assigned Partner(s) and ultimately reporting to Operations Director.
About The Candidate:
Our continuing growth means we are looking for individuals to help us deliver first class technical knowledge and high levels of service to our clients, whilst also providing constant support to our Advisers. Could this be you?
You will have the following skills:
- Confident dealing with high-net-worth private clients.
- The ability to build relationships whilst delivering a level of service which exceeds expectations.
- Excellent verbal and written communication skills and the ability to work to tight deadlines.
Benefits:
We can offer you a rewarding and fun working environment, where we will actively encourage you to develop your skills, and to become more knowledgeable in all aspects of financial planning. We positively support the taking of exams, and the spreading of knowledge through our Development Programme.
About The Company:
We are Partners Wealth Management, an award‑winning firm, founded to bring true independent advice to meet the bespoke needs of high net worth individuals. The firm was founded as a partnership with guiding principles which still remain at the heart of our business today.
PWM Administrator employer: Investment2020
Contact Detail:
Investment2020 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PWM Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or at industry events. We all know that sometimes it’s not just what you know, but who you know that can help you land that PWM Administrator role.
✨Tip Number 2
Practice your phone skills! Since this role involves providing excellent telephone-based service, we suggest doing mock calls with friends or family. Get comfortable with handling queries and delivering information clearly and confidently.
✨Tip Number 3
Research the company! Familiarise yourself with Partners Wealth Management and their values. Knowing their approach to client service will help you tailor your conversations and show that you’re genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and keen to join us in delivering first-class service to our clients.
We think you need these skills to ace PWM Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the PWM Administrator role. Highlight any relevant experience you have in client service, administration, or financial planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure to demonstrate your excellent verbal and written communication skills in your application. We want to see that you can convey information clearly and effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you're keen on joining our team at Partners Wealth Management!
How to prepare for a job interview at Investment2020
✨Know Your Stuff
Before the interview, make sure you understand the key responsibilities of a PWM Administrator. Familiarise yourself with the Enable system and compliance requirements, as well as the importance of maintaining client data accuracy. This will show that you're serious about the role and ready to hit the ground running.
✨Practice Your Communication Skills
Since this role involves a lot of client interaction, practice your verbal and written communication skills. You might want to prepare for common questions about how you would handle client queries or manage relationships with third parties. Clear and confident communication is key!
✨Show Your Team Spirit
This position requires collaboration with Partners and other team members. Be ready to discuss examples of how you've worked effectively in a team before. Highlight your ability to support colleagues during busy times or when someone is on leave, as this shows you're a team player.
✨Bring Ideas to the Table
The company values operational efficiencies, so think about any suggestions you might have for improving processes. During the interview, don’t hesitate to share your thoughts on how you could contribute to enhancing the service provided to clients. This demonstrates initiative and a proactive mindset.