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- Tasks: Join a close-knit team providing admin support in wealth management.
- Company: A successful family-run boutique wealth management firm near Epsom.
- Benefits: Enjoy a competitive salary, company pension, and bonus scheme.
- Why this job: Be part of a growing business that values culture and teamwork.
- Qualifications: Experience in wealth management admin and strong IT skills required.
- Other info: Opportunity for professional growth in a supportive environment.
The predicted salary is between 24000 - 42000 £ per year.
Experienced Administrator £28k -£35k (dependent on experience) Company pension Bonus scheme Permanent – Full Time Our client, a successful family-run business based near Epsom, are searching for an experienced administrator to join their boutique wealth management firm. This is a fantastic opportunity to become part of a close-knit team that values company culture as highly as the work itself. As a growing business, they are consistently onboarding new clients and reviewing existing ones, creating a need to expand their admin team to support this continued growth. Responsibilities: Provide admin support within wealth management, assisting with case processing. Work with back-office systems such as X-Plan, Intelliflo, FE Analytics, and Cashcalc. Manage provider platforms and ensure smooth processing of investments, pensions, and portfolios. Support in areas like Equity Release, mortgages, IHT planning, and protection. Apply your knowledge of FCA rules and financial services operations. Skills & Experience: Strong technical knowledge of pensions, tax-efficient investments, and portfolios. Proven experience in wealth management admin support. Excellent IT skills and the ability to work with complex systems. Outstanding communication skills. Refe…
Team Administrator employer: Lloyd Recruitment Services Ltd
Contact Detail:
Lloyd Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Administrator
✨Tip Number 1
Familiarize yourself with the specific back-office systems mentioned in the job description, such as X-Plan and Intelliflo. Having hands-on experience or even a basic understanding of these platforms can set you apart from other candidates.
✨Tip Number 2
Highlight your knowledge of FCA rules and financial services operations during your conversations. This shows that you are not only technically skilled but also understand the regulatory environment in which the company operates.
✨Tip Number 3
Demonstrate your communication skills by preparing thoughtful questions about the company's culture and team dynamics. This will show your genuine interest in becoming part of their close-knit team.
✨Tip Number 4
If possible, gather insights about the company’s recent growth and client onboarding strategies. Being informed about their current initiatives can help you tailor your discussions and show that you are proactive and engaged.
We think you need these skills to ace Team Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Team Administrator position. Understand the specific responsibilities and required skills, especially in wealth management and financial services.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in administration, particularly within wealth management. Mention any familiarity with systems like X-Plan or Intelliflo, as this will be crucial.
Showcase Communication Skills: Since outstanding communication skills are essential for this role, provide examples in your application that demonstrate your ability to communicate effectively, both verbally and in writing.
Tailor Your Application: Customize your CV and cover letter to reflect the company culture and values mentioned in the job description. Show enthusiasm for joining a close-knit team and contributing to their growth.
How to prepare for a job interview at Lloyd Recruitment Services Ltd
✨Showcase Your Technical Knowledge
Make sure to highlight your understanding of pensions, tax-efficient investments, and portfolios during the interview. Be prepared to discuss specific examples from your past experience that demonstrate your expertise in these areas.
✨Familiarize Yourself with Relevant Software
Since the role involves working with systems like X-Plan, Intelliflo, and Cashcalc, it’s a good idea to familiarize yourself with these tools beforehand. If you have experience with similar software, be ready to talk about how you used them effectively in your previous roles.
✨Emphasize Your Communication Skills
Outstanding communication is key in this role. Prepare to give examples of how you've successfully communicated complex information to clients or team members in the past. This will show that you can thrive in a close-knit team environment.
✨Demonstrate Your Understanding of FCA Rules
Since knowledge of FCA rules is essential for this position, brush up on relevant regulations before your interview. Be ready to discuss how you’ve applied this knowledge in your previous roles to ensure compliance and support effective financial operations.
