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- Tasks: Support our Investment team with client administration and portfolio management.
- Company: Join a successful wealth management firm in Godalming.
- Benefits: Enjoy a competitive salary, flexible hours, and comprehensive benefits.
- Why this job: Make a real impact in the financial services sector while advancing your career.
- Qualifications: Experience in wealth management and client relations is essential.
- Other info: Opportunities for personal development and exam support available.
The predicted salary is between 36000 - 60000 Ā£ per year.
Due to our continued success, we require an additional 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 the wealth management sector including a good understanding of the different products relating to pensions, investments, life assurance and mortgages. Plus, a minimum of CF1 or equivalent and 2 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, comprehensive benefits package and the chance to further your career.
Tasks and responsibilities- Have a good understanding of the sales process and client review process.
- Ensuring portfolio reviews are up to date and accurate.
- Carrying out admin tasks in support of the sales process and client review process.
- Provide consultants with all requirements for client meetings.
- Processing of new business applications and fund switches including checks to confirm the documentation is correct.
- Sending out LOAs and obtaining information from providers in preparation for a report of recommendation.
- Communicating effectively with clients by letter, eāmail and telephone.
- Shows initiative and judgement when administering work.
- Is organised and prioritises work well.
- Ability to use backāoffice systems such as Intelliflo and to maintain clear and accurate client records.
- Maintaining client files and record keeping to a good quality.
- Understanding how investment platforms work and how to read fund valuations in client portfolios.
- Opening and distributing incoming post and franking and sending outgoing post.
- Understanding the compliance issues, guidance, manual, logs and processes.
- Completing quarterly onāline training in anti-money laundering, data protection, fraud awareness, treating customers fairly and other relevant compliance issues.
- Attending internal and external training events as appropriate.
- Complying with the conduct rules within the Certification Regime.
- Understanding the regulator requirements relating to independent financial advisers.
- To undertake other duties as reasonably required and directed.
- Supporting paraplanners to prepare simple suitability reports, if required.
- A good understanding of the financial services sales process and client review process.
- Any experience of providing paraplanners with suitability reports is useful but again not essential.
- Previous experience of Intelliflo backāoffice 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.
Administrator - Investments in London employer: Personnel Selection
Contact Detail:
Personnel Selection Recruiting Team
StudySmarter Expert Advice š¤«
We think this is how you could land Administrator - Investments in London
āØTip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A friendly chat can sometimes lead to job openings that aren't even advertised.
āØTip Number 2
Prepare for interviews by brushing up on your knowledge of investment products and client review processes. We want you to feel confident discussing your experience and how it relates to the role, so practice makes perfect!
āØTip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client files or prioritised tasks under pressure. This will demonstrate your ability to handle the responsibilities of the Administrator role.
āØTip Number 4
Don't forget to apply through our website! Itās the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Administrator - Investments in London
Some tips for your application š«”
Tailor Your CV: Make sure your CV highlights your experience in the wealth management sector. We want to see how your skills align with the role, so donāt be shy about showcasing your knowledge of pensions, investments, and other relevant products.
Showcase Your Client Interaction Skills: Since this role involves dealing directly with clients, itās crucial to demonstrate your excellent communication skills. Share examples of how you've effectively interacted with clients in the past, whether through emails, calls, or meetings.
Highlight Your Organisational Skills: We love a well-organised candidate! Make sure to mention any experience you have with managing client files, maintaining records, and prioritising tasks. This will show us that you can handle the admin side of things smoothly.
Apply Through Our Website: Donāt forget to submit your application through our website! Itās the best way for us to receive your CV and cover letter, and we canāt wait to see what you bring to the table.
How to prepare for a job interview at Personnel Selection
āØKnow Your Stuff
Make sure you brush up on your knowledge of wealth management products like pensions, investments, and life assurance. Being able to discuss these confidently will show that youāre not just familiar with the terms but understand how they work in practice.
āØShowcase Your Experience
Prepare specific examples from your past roles where you've dealt directly with clients in the financial services sector. Highlight your experience with the sales process and client reviews, as this is crucial for the Administrator role.
āØGet Familiar with the Tools
If you have experience with Intelliflo or Quilter Investment Platform, be ready to discuss it. If not, do a bit of research beforehand so you can speak about how you would adapt to using these systems effectively.
āØCommunicate Clearly
Practice your communication skills, especially over the phone and via email. The ability to convey information clearly and professionally is key in this role, so think about how you can demonstrate your excellent telephone manner during the interview.