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- Tasks: Provide top-notch admin support to financial advisers and enhance client experiences.
- Company: Join a dynamic wealth management firm focused on client success.
- Benefits: Flexible part-time hours, hybrid work model, and opportunities for growth.
- Other info: Collaborative team environment with a focus on service excellence.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: 3 years in wealth management or financial planning support required.
The predicted salary is between 30000 - 40000 £ per year.
The Wealth & Administration Assistant will provide high-quality administrative, technical and client support to financial advisers, helping to ensure the efficient management of client portfolios and the delivery of a professional, compliant client experience. The role supports all stages of the client lifecycle, including provider and platform interaction, preparation of client documentation, and maintenance of accurate client records. The successful candidate will play a key role in enabling advisers to focus on client relationships and advice delivery, while contributing to the smooth operation and ongoing growth of the branch.
Key Responsibilities
- Client Support & Servicing
- Act as a first point of contact for client queries, handling requests professionally and promptly
- Support advisers with ongoing client servicing, annual reviews and portfolio updates
- Maintain accurate, up-to-date client records across back-office and CRM systems
- Ensure a consistently high standard of client care and communication
- Provider & Platform Liaison
- Liaise with investment platforms, pension providers, insurers and product providers
- Obtain valuations, policy information and supporting documentation as required
- Process transactions including contributions, withdrawals, switches and amendments
- Manage new business submissions from application through to completion, proactively chasing outstanding requirements
- Report Writing & Client Documentation
- Draft suitability letters, annual review reports and client correspondence in line with regulatory and company standards
- Prepare client meeting packs, illustrations and supporting documentation
- Proofread all documents to ensure accuracy, consistency and professional presentation
- Administration & Process Management
- Complete all tasks in line with internal procedures and service standards
- Manage workflows effectively to meet adviser and client deadlines
- Identify opportunities to improve administrative processes and efficiencies
- Provide general administrative support and assist with ad-hoc projects as required
- Risk Management & Compliance
- Operate in line with FCA regulatory requirements and internal compliance policies
- Maintain accurate and complete client files to support audit and compliance reviews
- Support delivery of good client outcomes in line with Treating Customers Fairly (TCF) principles
Knowledge and Experience Requirements
- Minimum of 3 years’ experience in wealth management or financial planning administration/support
- Good working knowledge of:
- Pensions (including personal and workplace pensions)
- ISAs and investment platforms
- Protection products
Competency Requirements
- Business-Focused Competencies
- Strong client service mindset with a commitment to service excellence
- High level of attention to detail and accuracy
- Personal Competencies
- Clear and professional written and verbal communication skills
- Highly organised with the ability to manage multiple tasks and priorities
- Able to work independently and manage workload effectively in a remote/hybrid environment
- Strong problem-solving skills and sound judgement
- Professional, reliable and discreet
- Team Competencies
- Collaborative and supportive team player
- Flexible, dependable and adaptable to changing priorities
- Positive, proactive and willing to take ownership of tasks
Working Arrangement
This is a part-time role, working on a hybrid/remote basis, with occasional office attendance required.
Further Information
This job description is not exhaustive and may be reviewed and updated as the needs of the business evolve.
Wealth & Administration Assistant in London employer: Raymond James Mayfair
Contact Detail:
Raymond James Mayfair Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth & Administration Assistant in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their client servicing approach and think of examples from your experience that showcase your skills in administration and client support. We want you to shine!
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of client interaction, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to build your confidence.
✨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 are proactive and engaged with our brand. Let’s get you that Wealth & Administration Assistant role!
We think you need these skills to ace Wealth & Administration Assistant in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in wealth management and client support. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Attention to Detail: Since accuracy is key in this role, demonstrate your attention to detail in your application. Proofread everything before you hit send – we love a well-presented application that reflects your professionalism!
Highlight Your Client Service Skills: We’re all about providing top-notch client care, so make sure to emphasise your client service mindset. Share examples of how you've handled client queries or improved client experiences in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Raymond James Mayfair
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management, pensions, ISAs, and investment platforms. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Client Service Skills
Prepare examples of how you've handled client queries or provided exceptional service in the past. This role is all about client support, so demonstrating your commitment to service excellence will set you apart.
✨Be Organised and Detail-Oriented
Since the job requires managing multiple tasks and maintaining accurate records, be ready to discuss how you stay organised. Share specific strategies or tools you use to keep track of your workload and ensure accuracy in your work.
✨Practice Professional Communication
As you'll be drafting reports and correspondence, practice articulating your thoughts clearly and professionally. Consider doing a mock interview with a friend to refine your verbal communication skills and get comfortable with the types of questions you might face.