At a Glance
- Tasks: Support financial advisers in delivering top-notch client service and grow the business.
- Company: Join a dynamic firm dedicated to bespoke financial advice for all life stages.
- Benefits: Career progression to Financial Advisor within 6 months to 2 years, plus training opportunities.
- Other info: Exciting opportunity for personal development through the Quilter Academy.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Organisational skills and relationship management experience preferred; IT literacy is essential.
The predicted salary is between 25000 - 32000 € per year.
Purpose of our firm
To provide holistic, bespoke financial advice to clients for every stage of their lifetime financial journey.
Purpose of the role
To support a financial adviser in providing the highest levels of client service and in growing the business in a strong but sustainable and scalable way. With a view to career progression to Financial Advisor within 6 months to 2 years depending on experience levels.
Responsibilities of the role
- Assisting a wealth adviser in the client servicing process, including:
- Booking the client review meetings
- Preparing the client documentation for before, during and after the client review meeting, including the Progress Check Reports. Ensuring all data has been imported correctly. This includes liaising with providers.
- Completing all action points from the review and recording appropriately on the relevant IT system in accordance with policy.
- Creatively identifying opportunities with existing clients within the servicing process
- Assisting a wealth adviser to onboard clients brought in from another wealth advice firm via a Practice Buy Out (PBO), including:
- Data cleansing including ensuring correct contact details, policy data is up to date, cash and investment holdings information is up to date and complete etc. This includes liaising with providers.
- Ensuring the PBO client onboarding process and communications are completed accurately and at the right times
- Creatively identifying opportunities with these clients for the initial meeting
- Booking the client meetings
- Assisting a wealth adviser to grow a client bank, including:
- Ensuring leads for new clients have been followed up quickly
- Creatively identifying opportunities with both new and existing clients
- Onboarding of new clients
- Support compliance processes by ensuring documentation meets regulatory standards
- Assist with reporting and general office administration
- Handle incoming calls, emails, and correspondence with all parties internal and external, professionally and efficiently
The Person
Skills required
- Organisational skills involving clear setting of outcomes required, timescales and realistic forward and contingency planning
- Relationship Management skills for both internal stakeholders (inc principal, advisers, paraplanners, administrators) and external stakeholders (inc clients and providers)
- Personal Development via the Quilter Academy or in house training depending on level 4 qualifications.
Knowledge required/preferred
- Experience of Xplan and 360 would be an advantage but not essential
- IT literate in Microsoft Office essential
- Demonstrable ability to learn new IT systems essential
Qualifications for Financial Advice would be welcome but not essential.
Wealth Administrator / Trainee Wealth adviser in Brighton employer: Quilter
As a Wealth Administrator / Trainee Wealth Adviser, you will thrive in a supportive and dynamic environment that prioritises professional growth and client satisfaction. Our firm offers comprehensive training through the Quilter Academy, fostering a culture of continuous learning and development, while our commitment to bespoke financial advice ensures that you play a vital role in enhancing client relationships. Located in a vibrant area, we provide a collaborative atmosphere where your contributions are valued, and opportunities for career progression to Financial Advisor are readily available within a short timeframe.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator / Trainee Wealth adviser in Brighton
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream role.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show how your skills align with their mission of providing bespoke financial advice. Practice common interview questions and think about how you can demonstrate your organisational and relationship management skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. We recommend mentioning something specific from the interview to remind them of your conversation.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive and engaged with our firm.
We think you need these skills to ace Wealth Administrator / Trainee Wealth adviser in Brighton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Wealth Administrator role. Highlight any relevant experience in client servicing or financial advice, and don’t forget to mention your organisational skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how you can contribute to our team. Be sure to mention your eagerness to grow into a Financial Advisor.
Showcase Your IT Skills:Since we value IT literacy, make sure to mention your proficiency in Microsoft Office and any experience with systems like Xplan or 360. If you’ve learned new IT systems quickly in the past, share that too!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Make sure you understand the basics of wealth management and financial advising. Brush up on key concepts, terminology, and the services offered by the firm. This will show your enthusiasm and readiness to support a wealth adviser effectively.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, prepare examples from your past experiences where you successfully managed tasks or projects. Be ready to discuss how you set outcomes, planned timelines, and handled contingencies.
✨Demonstrate Relationship Management
Think about times when you've built relationships with clients or colleagues. Be prepared to share these stories during the interview, highlighting your ability to communicate effectively and manage expectations with both internal and external stakeholders.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client service and growth strategies. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals.
