At a Glance
- Tasks: Manage wealth management cases and ensure smooth administrative execution.
- Company: Fast-growing wealth management practice in Solihull with a tech-forward approach.
- Benefits: Free parking, professional development support, and potential to progress into Paraplanning.
- Other info: 100% office-based role with excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Proven experience in Wealth Management administration and familiarity with financial products.
The predicted salary is between 24420 - 30000 £ per year.
Company: Atwal Wealth Management
Location: 968 Warwick Road, Solihull, B91 3HN (100% Office-Based)
Salary: £24,420 - £30,000 per year (Full-Time)
About the Role
We are Atwal Wealth Management, a fast-growing wealth management practice based in Solihull.
We operate a highly efficient, tech-forward front office, and due to growth we are currently facing a bottleneck in our downstream administrative execution.
This role is not suited to someone new to the industry.
We need a highly experienced, proactive Administrator (with the potential to step into paraplanning) who can hit the ground running.
You will take full ownership of case progression, annual review preparation, and proactive provider liaison to ensure our pipeline moves seamlessly.
- Core Responsibilities
- End-to-End Case Ownership: Manage the progression of wealth management cases from initiation to compliant completion.
- Annual Review Preparation: Take the lead on collating comprehensive annual client review packs and checking valuation data against client holdings.
- Diligent Provider Chasing: Proactively and repeatedly chase product providers and wrap platforms for Letters of Authority (LOAs), fund valuations, and policy schedules.
- Compliance & Systems: Maintain pristine file hygiene and accurate records in line with strict network compliance standards.
- Internal Coordination: Act as the operational backbone for the firm, taking full ownership of administrative tasks so the Advisers and Operations Lead can focus on clients.
Essential Requirements
- Experience: Proven administrative experience specifically within Wealth Management, Financial Planning or Mortgages. (Generic administrative experience is not sufficient for this role).
- Technical Knowledge: Familiarity with provider portals, wrap platforms, pensions, and investment products.
- Systems: Experience with wealth management CRM systems. Direct experience with The Openwork Partnership network and systems is highly desirable but not essential.
- Working Style: Highly organised, detail-focused, and comfortable working under pressure in a fast-paced environment where priorities shift.
- Location: This role is strictly 100% office-based in Solihull. Candidates must be able to commute comfortably to B91 five days a week.
- What Success Looks Like
- Cases do not sit idle; bottlenecks are identified and cleared proactively.
- Providers are chased consistently and effectively without needing prompting.
- The Operations Lead and Advisers are entirely freed from chasing operational and administrative tasks.
Benefits & Application
- Benefits: Free on-site parking, professional development support, and the opportunity to progress into Paraplanning.
£45,000 - £55,000 basic salary for candidates with the potential to progress into Wealth Advice
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Wealth Management Administrator (Paraplanner Progression Opportunity) employer: Openwork Limited
At The Openwork Partnership, we pride ourselves on being a dynamic and inclusive employer that invests in the growth and development of our colleagues. Located in Swindon, we offer a competitive benefits package, including a generous salary, bonus scheme, and flexible working arrangements, all within a supportive culture that values individuality and promotes work-life balance. Join us to be part of a team that is committed to continuous improvement and making a meaningful impact in the investment servicing sector.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Administrator (Paraplanner Progression Opportunity)
✨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 Openwork Limited. 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 Openwork Limited.
✨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 Openwork Limited. 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 Management Administrator (Paraplanner Progression Opportunity)
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 Openwork Limited 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 Openwork Limited how you can be a team player!
How to prepare for a job interview at Openwork Limited
✨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 Openwork Limited.
✨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 Openwork Limited'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!
