Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Planners and Paraplanners by preparing documentation and liaising with clients and providers.
- Company: Dynamic financial planning firm focused on delivering top-notch client service.
- Benefits: Flexible working hours, supportive team environment, and opportunities for professional growth.
- Why this job: Join a collaborative team and make a real difference in clients' financial journeys.
- Qualifications: Strong organisational skills, attention to detail, and a proactive attitude.
- Other info: Great opportunity for career development in the financial services industry.
The predicted salary is between 30000 - 42000 £ per year.
This is a varied role for an administrator to support the team of Planners and Paraplanners. The ideal candidate will need to be able to work flexibly to pick up a wide variety of tasks that are required through the day to allow us to provide our clients with the highest standard of service.
What you’ll be responsible for:
- Preparing documentation for Planners in advance of their client meetings, including requesting valuations and policy details.
- Request specific policy information from product providers, 3rd parties via email, telephone and online.
- Sending Letters of Authority (LOAs) to clients and tracking progress of policy information received.
- Working alongside Paraplanners to ensure they have sufficient policy information to compile advice reports.
- Liaise with providers and Paraplanners to prepare documentation for advice reports.
- Liaise closely with our centralised Financial Planning Administration team regarding new business submissions and ongoing cases.
- Responsibility for post-sale process for clients.
- Client contact via letters, emails and telephone.
- Pre-completing forms/documentation for sending to clients.
- Maintenance of client records (on Xplan) to ensure client data is up to date.
- Completing client workflows and tasks in XPlan in line with company policy.
- Working in line with company compliance processes and documentation requirements.
- Working alongside the investment managers and their teams, coordinating annual reviews for joint investment management and financial planning clients.
About you:
- Good attention to detail and strong organisation skills.
- Proactive and engaged.
- Listens actively and questions to clarify own understanding.
- Prioritises and makes effective use of time, with flexibility to work in line with the changing needs of the team.
- Ability to work under pressure and meet deadlines.
- Strong team ethic.
- Works co-operatively and effectively with colleagues to complete tasks and achieve targets.
- Builds strong internal and external relationships.
- Experience using Microsoft Office.
- Previous experience in financial planning would be great, but the right candidate with similar industry knowledge will also be considered.
Wealth Administrator in Cheltenham employer: Rathbones
Contact Detail:
Rathbones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for a Wealth 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
Get your research hat on! Familiarise yourself with the latest trends in wealth management and financial planning. This will not only help you in interviews but also show potential employers that you're genuinely interested in the field.
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to administration and client service in financial planning. Role-play with a friend or family member to boost your confidence and refine your answers.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are excited about joining our team. Make sure to highlight your organisational skills and attention to detail in your conversations with us.
We think you need these skills to ace Wealth Administrator in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Wealth Administrator role. Highlight your attention to detail, organisation skills, and any relevant experience in financial planning or administration.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're excited about this role. Share specific examples of how you've worked flexibly and effectively in previous positions, and how you can contribute to our team.
Showcase Your Communication Skills: Since you'll be liaising with clients and providers, it's important to demonstrate your strong communication skills. Use clear and concise language in your application, and consider mentioning any experience you have in client-facing roles.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to attach all your documents in one go!
How to prepare for a job interview at Rathbones
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Wealth Administrator. Familiarise yourself with tasks like preparing documentation for Planners and liaising with clients. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Showcase Your Organisation Skills
Since this role requires strong organisation skills, be ready to discuss how you've managed multiple tasks in previous jobs. Prepare examples that highlight your ability to prioritise and work under pressure, as these are key traits they’re looking for.
✨Demonstrate Proactivity
Employers love candidates who take initiative. Think of instances where you’ve gone above and beyond in your previous roles. Whether it’s streamlining a process or taking on additional responsibilities, share these stories to show you’re proactive and engaged.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, company culture, and how success is measured in the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.