At a Glance
- Tasks: Provide exceptional admin support in Wealth Management and assist with client onboarding.
- Company: Small, family-oriented Wealth Management firm in North London.
- Benefits: Competitive salary, pension, healthcare, and generous holiday allowance.
- Other info: Opportunity for career growth in a supportive and dynamic environment.
- Why this job: Join a growing team and make a real difference in clients' financial journeys.
- Qualifications: Minimum 2 years of Financial Services IFA Administration experience required.
The predicted salary is between 40500 - 49500 £ per year.
The role reports into their Managing Director and also supports their Paraplanner for all related Operations Administration. The role is x 5 days in the office. Our client offers a particular niche Wealth Management service that offers “Tax Efficient” Investment scheme. In addition, they also plan to increase their offerings into Wealth Management (hence moving to a bigger and new office). The company size atm is very small, with a real family feel. Our client is looking for someone with a minimum of 2-year’s Financial Services IFA Administration experience.
Role responsibilities are as follows:
- Providing outstanding customer service: managing correspondence, including email and telephone queries – forwarding on where relevant to the appropriate wealth manager.
- Writing letters following annual reviews and prospect meetings (attention to detail and excellent English skills are vital).
- Supporting members of the Wealth Management team to prepare paperwork for client reviews, as well as taking responsibility for arranging reviews as they become due and preparing the subsequent follow up material.
- Process new business, assisting with new client onboarding and liaising with clients and providers where appropriate.
- Adding and updating new client data onto back-office system.
- Recording remittance and fees onto back-office system.
- Compiling and updating of new client packs and other marketing documentation.
- Dealing with client enquiries including monitoring client requests for moving funds and maintaining records accordingly.
- Diarising and monitoring income payments and management fees and monitoring asset transfer reports.
- Producing client valuations and liaising with providers for outstanding statements and dealing with queries.
- Support and oversee a number of client related systems and processes, ensuring an end-to-end delivery of outstanding support service to clients.
- Some general office management tasks such as managing rent payments.
- Potentially overseeing the Junior Administrator.
Salary £35 k pa - £45 k pa, plus pension, healthcare, plus great holiday day allowance.
Wealth Management IFA Administrator - North London employer: Martis Search
Join a prestigious boutique Wealth Management Asset Manager in Mayfair, where you will receive unparalleled exposure and mentorship from a highly experienced Head of Operations. Our collaborative work culture fosters continuous learning and development, allowing you to enhance your coding skills while contributing to meaningful projects in Investment Operations. With competitive salary packages, hybrid working options, and a focus on employee growth, this is an exceptional opportunity for those seeking a rewarding career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management IFA Administrator - North London
✨Tap into Campus Networks
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We think you need these skills to ace Wealth Management IFA Administrator - North London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Martis Search.
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Research and Reflect:Before hitting that 'apply' button on Martis Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Martis Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Martis Search.
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