At a Glance
- Tasks: Provide essential admin support to Wealth Planners and manage client interactions.
- Company: Leading UK Wealth Management firm with a focus on growth and flexibility.
- Benefits: Competitive salary, exceptional benefits, hybrid working model, and career development opportunities.
- Other info: Flexible working environment with genuine opportunities for long-term career growth.
- Why this job: Join a dynamic team and make a real impact in the wealth management sector.
- Qualifications: 3+ years in Financial Planning support, strong customer service, and attention to detail.
The predicted salary is between 38000 - 46000 £ per year.
One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London.
This role offers an exceptional salary and benefits package, combined with the flexibility of a hybrid working model.
The Role
- Provide crucial administrative support to Wealth Planners, ensuring compliance with company processes.
- Act as the first point of contact for clients, collaborating with the Client Services team and product providers.
- Assist Wealth Planners in client meetings, managing administrative tasks, and maintaining accurate client data records.
- Process new business for clients efficiently, ensuring accuracy in application paperwork and system updates.
- Serve as the primary contact for clients when appropriate.
Responsibilities
- Meet the company's documentation standards with a focus on high accuracy.
- Support Wealth Planners in submitting cases to the paraplanning team.
- Handle finance queries, including invoices, billing, WIP, and commissions.
- Produce accurate Service Agreements when required.
- Demonstrate flexibility in supporting different key partners and stakeholders across the business.
- Efficiently coordinate central services such as paraplanning, valuations, and business processing to support the Planner's workflow.
- Prepare and submit CDD and new account paperwork for client onboarding, following the company's AML processes.
- Arrange client meetings, valuations, meeting packs, and manage Wealth Planners' diaries.
- Handle general client queries, escalating complex issues to the Planner, with an adaptable approach for clients in vulnerable circumstances.
- Meet and greet clients at respective locations.
- Manage client correspondence, post, and prepare letters of authority for signing.
- Prepare client application forms in line with suitability report recommendations, ensuring timely and accurate completion.
Candidate Requirements
- Must Full understanding of the end-to-end Financial Planning process and have will have worked in a Financial Planning support capacity for 3+ years
- Knowledge of Financial Planning products and systems, including experience with XPlan/Intelliflo and Voyant (desired).
- Proficient in Microsoft Office/Outlook, with strong numerical skills.
- Regulatory awareness and compliance understanding.
- Excellent customer service, interpersonal, and communication skills.
- Strong attention to detail, accuracy, and organizational skills.
- Ability to prioritize tasks effectively and work collaboratively with colleagues.
On Offer
- Exceptional Benefits inc Pension, PHI, PMI, IP, DIS
- Discretionary Bonus
- Hybrid working (3 days in office)
This is a great opportunity to work for a leading player in the UK wealth management sector who continue to grow and evolve year on year.
They can provide a positive, flexible working environment for their staff along with genuine opportunities for longer term career development.
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Wealth Planning Administrator employer: mbf
MBF in Leeds is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth within the private wealth sector. With a commitment to employee development, including study support for further qualifications, and a prime office location in the heart of Leeds city centre, we provide a rewarding environment where your expertise in paraplanning can truly thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planning Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Planning Administrator
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 mbf.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf'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 mbf
✨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 mbf.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
