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For Companies At a Glance
- Tasks: Support clients and manage financial processes in a dynamic team environment.
- Company: Respected financial planning practice focused on professional development.
- Benefits: Quarterly bonuses, pension contributions, and generous holiday allowance.
- Why this job: Join a friendly team and enhance your skills in wealth management.
- Qualifications: Experience in financial services administration and strong communication skills.
- Other info: Structured training and clear progression pathways available.
The predicted salary is between 36000 - 60000 £ per year.
A respected financial planning practice is looking for an experienced Wealth Management Administrator to join their growing support team. This role is ideal for someone with strong technical knowledge in financial services who enjoys providing exceptional client care and efficient administrative support. You will be joining a friendly and collaborative office where professional development is encouraged. The firm places real focus on training offering structured onboarding and opportunities to build on your technical skill set.
What You’ll Be Doing
- Acting as a point of contact for clients and product providers
- Gathering and organising policy information
- Processing new business
- Supporting annual review preparation
- Preparing client information for adviser and paraplanner meetings
- Using financial software (training provided) to produce investment summaries and reports
- General administrative duties to support the smooth running of the department
Requirements
Candidates should be confident, well-presented and capable of communicating professionally with both clients and product providers. Experience within financial planning or a related financial services environment is essential.
Essential
- Experience in administration within financial services e.g. working within an IFA practice
- Technical administration within pensions, investments or insurance
- Strong understanding of financial products and processes
- Excellent written and verbal communication skills
- High attention to detail and accuracy
- Strong organisational skills and ability to prioritise
- Professional, reliable and positive attitude
- Confident using MS Word and Excel
- Ability to maintain confidentiality and work well within a team
Desirable
- RO1, CF1, FA1 or equivalent qualifications (or relevant experience)
Benefits
- Quarterly bonus scheme
- 5% pension contribution
- 23 days holiday plus bank holidays (additional days awarded with service)
- Option to buy or sell annual leave
- Group life cover
- Group income protection
- Support for industry exams and ongoing professional development
- Regular training refreshers and progression pathways
- Wellbeing package
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
Wealth Management Administrator employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Wealth Management 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
Prepare for interviews by brushing up on your technical knowledge of financial products and processes. We recommend practising common interview questions related to client care and administrative support, so you can showcase your skills confidently when it counts.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website for the best chance at landing that role! We love seeing applications directly from candidates who are genuinely interested in joining our team. Plus, it makes it easier for us to keep track of your application.
We think you need these skills to ace Wealth Management Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and administration. We want to see how your skills align with the Wealth Management Administrator role, so don’t be shy about showcasing your relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Communication Skills: Since this role involves client interaction, make sure your written application reflects your excellent communication skills. We’re looking for clarity and professionalism, so proofread your application to avoid any typos or errors.
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’s super easy – just follow the prompts and you’ll be good to go!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products and processes. Being able to discuss pensions, investments, and insurance confidently will show that you're well-prepared and understand the industry.
✨Showcase Your Client Care Skills
Since this role involves a lot of client interaction, be ready to share examples of how you've provided exceptional client care in the past. Highlighting your communication skills and ability to maintain professionalism will set you apart.
✨Demonstrate Organisational Skills
Prepare to discuss how you manage your workload and prioritise tasks. The interviewers will want to know how you keep everything running smoothly, so have some specific examples ready to illustrate your organisational prowess.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the training process or opportunities for professional development. This shows your enthusiasm for the role and your commitment to growing within the company.
