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For Companies At a Glance
- Tasks: Support senior partners with client service and manage financial documentation.
- Company: Join a prestigious Wealth Management firm focused on Ultra High Net Worth clients.
- Benefits: Enjoy a competitive salary, bonuses, hybrid working, and flexible hours.
- Why this job: Work with elite clients in a supportive environment that prioritises career growth.
- Qualifications: Strong admin experience in Financial Planning or Wealth Management is essential.
- Other info: Minimum 2-3 days in the office after training; flexibility required for holidays.
The predicted salary is between 30000 - 40000 £ per year.
A prestigious Wealth Management firm, specialising in Ultra High Net Worth (UHNW) clients, is looking for a highly organised and detail-oriented Administrator to join their Manchester office. This is a fantastic opportunity to work alongside experienced professionals, supporting two senior Partners and ensuring the seamless delivery of exceptional client service.
The Role
Working closely with a Paraplanner and Investment Analyst, you will provide vital administrative support to two senior Partners and their clients. Your focus will be on ensuring smooth and efficient client service, processing new business applications, managing client records, and liaising with external providers to facilitate financial transactions. This is an ideal opportunity for someone from a Financial Planning or Private Banking background, who thrives in a structured and fast-paced environment, ensuring seamless operations for clients.
Key Responsibilities
- Processing new business applications and ensuring all documentation is accurately completed.
- Handling Letters of Authority and liaising with providers to obtain client information.
- Managing and maintaining the client database, ensuring records are accurate and up to date.
- Providing high-level administrative support to Partners and their UHNW clients.
- Handling client documentation, transactions, and correspondence with precision.
- Liaising with internal teams and external providers to facilitate smooth client service.
- Maintaining compliance with financial regulations and internal processes.
- Assisting with account management, client onboarding, and general administrative tasks.
What We’re Looking For
- Strong administrative experience in Financial Planning, Private Banking, or Wealth Management.
- A highly organised and detail-oriented individual who can manage multiple tasks efficiently.
- Excellent communication and relationship management skills.
- Proficiency in Microsoft Office and financial systems.
- A proactive approach with the ability to work independently and as part of a team.
What’s on Offer
- Competitive salary (£30,000 - £40,000) + bonus + excellent benefits.
- Hybrid working - minimum 2 to 3 days per week in the office after a structured 6-week training program.
- The company may require flexibility on your part to help out with holidays, absences etc thereafter.
- A chance to work with an elite client base and grow within a leading wealth management firm.
- A supportive and professional working environment with a focus on career development.
- Flexible working hours are possible to accommodate those who need it.
If you are a highly organised financial administrator looking to take the next step in your career, we’d love to hear from you! Apply now to join a prestigious wealth management firm in Manchester.
Financial Planning Administrator employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network with professionals in the financial planning and wealth management sectors. Attend industry events or join relevant online forums to connect with individuals who may provide insights or referrals for the Financial Planning Administrator role.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and compliance standards relevant to wealth management. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed multiple tasks efficiently in previous roles. Highlighting your organisational skills and ability to thrive in a fast-paced environment will resonate well with potential employers.
✨Tip Number 4
Research the company culture and values of the wealth management firm you're applying to. Tailoring your conversation to align with their ethos during interviews can significantly enhance your chances of landing the job.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, private banking, or wealth management. Emphasise your organisational skills and detail-oriented nature, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your enthusiasm for supporting UHNW clients. Mention specific examples of how you've successfully managed multiple tasks in previous roles.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Office and any financial systems you have used. Also, demonstrate your excellent communication and relationship management skills, as these are key to the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential for a Financial Planning Administrator.
How to prepare for a job interview at mbf
✨Showcase Your Organisational Skills
As a Financial Planning Administrator, being organised is key. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously. This will demonstrate your ability to thrive in a structured and fast-paced environment.
✨Familiarise Yourself with Financial Regulations
Understanding compliance and financial regulations is crucial for this role. Brush up on relevant regulations and be ready to discuss how you have adhered to them in previous positions. This shows your commitment to maintaining high standards in client service.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client interactions. Think of scenarios where you had to resolve issues or manage client expectations effectively, and be prepared to share these during the interview.
✨Demonstrate Your Communication Skills
Excellent communication is vital in this role. Be ready to discuss how you've built relationships with clients or colleagues in the past. Practising clear and concise responses will help you convey your thoughts effectively during the interview.
