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- Tasks: Support financial advisers in delivering top-notch client service and grow the business sustainably.
- Company: Dynamic firm offering bespoke financial advice for every life stage.
- Benefits: Career progression to Financial Advisor within 6 months to 2 years, plus training opportunities.
- Other info: Exciting opportunity for personal development through Quilter Academy training.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Organisational skills and relationship management experience preferred; IT literacy is essential.
The predicted salary is between 25000 - 35000 £ 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, including 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.
- 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., including 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.
- Ensuring leads for new clients have been followed up quickly.
- Creatively identifying opportunities with both new and existing clients.
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 (including principal, advisers, paraplanners, administrators) and external stakeholders (including 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 employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator / Trainee Wealth adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers or during interviews, make sure you can clearly explain how your skills align with their needs. Tailor your message to show how you can support their client servicing process.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for? Get your application in!
We think you need these skills to ace Wealth Administrator / Trainee Wealth adviser
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 providing bespoke financial advice and how you can support our advisers in delivering top-notch client service. Keep it personal and engaging!
Showcase Your IT Skills: Since we value tech-savvy individuals, make sure to mention your proficiency in Microsoft Office and any experience with systems like Xplan or 360. If you’re a quick learner, let us know – we love that!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Make sure you understand the basics of wealth management and financial advice. Brush up on key concepts and terminology that are relevant to the role. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨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 effectively managed relationships, whether with clients or colleagues. Be prepared to share specific examples that highlight your communication skills and ability to work collaboratively with various stakeholders.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. This could be about the firm's approach to client service or opportunities for personal development. It shows you're engaged and eager to learn more about the company and the role.