At a Glance
- Tasks: Provide administrative support to Financial Advisers and manage client servicing activities.
- Company: Join a well-established independent financial planning practice with over two decades of experience.
- Benefits: Enjoy ongoing professional development and a supportive team environment.
- Other info: The position is full-time onsite with no remote work available.
- Why this job: This role offers exposure to diverse financial planning disciplines in a client-centric setting.
- Qualifications: Candidates must have a minimum of three years' experience in Financial Planning or Wealth Management.
The predicted salary is between 30000 - 40000 £ per year.
Our client is a well-established and highly regarded independent financial planning and wealth management practice that has been helping individuals, families and businesses achieve their financial objectives for over two decades. Built on long-standing client relationships, trusted advice and exceptional service standards, the firm provides comprehensive financial planning solutions across pensions, investments, protection, tax planning, retirement planning and employee benefits. Their reputation has been established through a commitment to delivering genuinely client-focused advice and maintaining the highest professional standards. The business prides itself on creating a supportive and collaborative working environment where employees are valued, developed and encouraged to contribute to the continued success of the firm.
With a loyal client base, strong referral network and ambitious growth plans, this is an excellent opportunity to join a respected financial planning practice with a genuine focus on quality over volume.
The Opportunity
Due to continued growth, an opportunity has arisen for an experienced Financial Planning Administrator / Client Support Associate to join the business on a flexible part-time basis. Working closely with Financial Advisers, clients, product providers and professional connections, you will play an integral role in ensuring clients receive an efficient, professional and seamless service throughout their financial planning journey. This position offers exposure to a broad range of financial planning disciplines and would suit an individual who enjoys working within a client-centric environment where attention to detail and service excellence are highly valued.
Key Responsibilities
- Providing administrative and technical support to Financial Advisers across a broad range of financial planning activities.
- Acting as a key point of contact for clients, advisers, providers and third-party professional connections.
- Producing quotations, illustrations, suitability support material and provider information.
- Conducting research across pensions, investments, protection and other financial planning solutions.
- Utilising industry technology and research tools to support adviser recommendations and client outcomes.
- Assisting with the implementation and ongoing servicing of client arrangements.
- Preparing documentation and reports for client review meetings.
- Maintaining and monitoring review schedules and servicing requirements.
- Managing diary events and workflow activities throughout the client lifecycle.
- Liaising with product providers to progress cases efficiently and resolve queries.
- Ensuring all client records, workflow tasks and compliance documentation are maintained accurately within the firm's back-office systems.
- Supporting the ongoing review and maintenance of existing client arrangements.
- Delivering a consistently high level of client service across all interactions.
About You
The successful candidate will possess:
- A minimum of three years' current experience within Financial Planning, Wealth Management or an Independent Financial Adviser environment.
- A strong understanding of financial planning products including pensions, investments and protection.
- Previous experience supporting Financial Advisers and managing client servicing activities.
- Excellent organisational and time management skills.
- Strong written and verbal communication abilities.
- High levels of accuracy and attention to detail.
- The ability to prioritise workloads effectively and work independently.
- A proactive and professional approach to client service.
- A genuine commitment to delivering exceptional client outcomes.
- Experience of using Intelliflo or similar financial planning back-office systems would be advantageous.
- Professional qualifications, or progress towards industry qualifications, would also be viewed favourably.
Working Pattern
The role is full time onsite. No remote available please.
What's on Offer
- Join a respected and growing independent financial planning business.
- Exposure to a broad range of financial planning and wealth management activities.
- Supportive and collaborative team environment.
- Opportunity to work closely with experienced advisers and industry professionals.
- Long-term career stability within an established and successful firm.
- Ongoing professional development and learning opportunities.
- A culture that genuinely values quality client service, professionalism and teamwork.
Wealth Manager - Operations & Administration employer: MARKET TALENT
This respected financial planning firm, located in a collaborative environment, values quality client service and teamwork. Employees benefit from long-term career stability and opportunities for professional growth. The firm has built a strong reputation through exceptional service standards and client-focused advice.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Manager - Operations & Administration
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like MARKET TALENT. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from MARKET TALENT.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like MARKET TALENT. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Wealth Manager - Operations & Administration
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in MARKET TALENT and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show MARKET TALENT how you can be a team player!
How to prepare for a job interview at MARKET TALENT
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with MARKET TALENT.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with MARKET TALENT's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
