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- Tasks: Support our Investment team with admin tasks and client communications in wealth management.
- Company: Join a successful firm in Godalming with a focus on financial services.
- Benefits: Generous salary up to £40k, flexi hours, pension scheme, and medical insurance.
- Why this job: Make a real impact in wealth management while advancing your career.
- Qualifications: 5 years in financial services, CF1 or equivalent, and strong customer service skills.
- Other info: Opportunities for personal development and exam support provided.
Due to our continued success, we require an additional Senior Administrator to join our Investment team. The role will be based at our Head Office in Godalming working within the Wealth Management side of the business. Therefore, you must have proven experience within this sector including a full understanding of the different products relating to pensions, investments, life assurance and mortgages. Plus, a minimum of CF1 or equivalent and 5 years experience dealing directly with clients in the financial services sector.
In return we can offer Mon to Fri working hours with a flexi time scheme, generous salary up to £40k, comprehensive benefits package and the chance to further your career.
The main duties of the Senior Administrator role will be:
- Carrying out admin tasks in support of the financial services sales process regarding our products.
- Experience at administrating regular client investment reviews.
- Communicating effectively with clients by letter, e-mail and telephone regarding their business.
- Using your understanding of how investment platforms work and how to read fund valuations in client portfolios.
- Maintaining client files and record keeping to a good quality.
- Understanding the compliance issues, guidance, manual, logs and processes.
- Completing quarterly on-line training in anti-money laundering, data protection, fraud awareness, treating customers fairly and other relevant compliance issues.
- Complying with the conduct rules within the Certification Regime.
- Processing of new business applications, including checks to confirm the documentation is correct.
- Understanding the regulator requirements relating to independent financial advisers.
- Creating and processing fund switch reports.
- Investment Reviews kept up to date and completed accurately.
- Attending internal and external training events as appropriate.
- Preparing documents to send to outsourced paraplanners such as fact find, risk assessments (including capacity for loss, knowledge and experience discussions etc.), existing scheme information, illustrations and soft facts that cover the client’s objectives, what is being recommended and why it is suitable.
To be successful as one of our Senior Administrators, you should have the following skills and experience:
- A good understanding of the financial services sales process and client review process.
- Ideally, some experience of supporting paraplanners to prepare simple suitability reports.
- Previous experience of Intelliflo back-office system and Quilter Investment Platform is preferred.
- An excellent telephone manner and customer service skills.
- The ability to work in a structured and planned manner especially when under pressure to meet deadlines.
- PC literate with a sound understanding of Microsoft Word and familiarity with Microsoft Excel.
In return we can offer a highly competitive financial package including salary reflecting experience and ability, pension scheme on a non-contributory basis and medical insurance. Personal development - help developing your role, exam support including guidance, study leave and the cost of study texts and booking the exam met by employer.
Please submit your CV asap for immediate consideration.
Senior Administrator - Wealth Management in Godalming employer: Personnel Selection
Contact Detail:
Personnel Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator - Wealth Management in Godalming
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Senior Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment products and compliance issues. We recommend creating a cheat sheet with key points about pensions, investments, and life assurance to help you shine when discussing your expertise.
✨Tip Number 3
Showcase your client communication skills! During interviews, share specific examples of how you've effectively communicated with clients in the past. This will demonstrate your ability to handle client relationships, which is crucial for the Senior Administrator role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior Administrator - Wealth Management in Godalming
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Administrator role. Highlight your experience in wealth management and any relevant qualifications like CF1. We want to see how your background aligns with what we're looking for!
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use examples from your past roles to show how you've successfully managed client relationships and handled financial products. This helps us see you in action!
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, especially since you'll be doing a lot of that with clients. Make every word count!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we’ll get your application directly into our system. Plus, it shows you're keen on joining us!
How to prepare for a job interview at Personnel Selection
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products like pensions, investments, and life assurance. Be ready to discuss how these products work and how they relate to the role. This will show that you’re not just familiar with the terms but can apply them in real-world scenarios.
✨Showcase Your Experience
With a minimum of 5 years in the financial services sector, you’ll want to highlight specific examples from your past roles. Talk about your experience with client reviews, compliance issues, and any tools like Intelliflo or Quilter Investment Platform that you've used. Real-life examples will make your experience more relatable.
✨Communicate Clearly
Since effective communication is key in this role, practice articulating your thoughts clearly. Whether it’s through email, phone, or face-to-face, being able to convey complex information simply will set you apart. Consider doing mock interviews with friends to refine your delivery.
✨Prepare for Compliance Questions
Given the importance of compliance in the financial sector, be prepared to answer questions related to regulations and best practices. Familiarise yourself with the conduct rules within the Certification Regime and be ready to discuss how you’ve adhered to compliance in your previous roles.
