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- Tasks: Provide admin support to Wealth Builder Advisers and manage client communications.
- Company: Dynamic financial services firm focused on wealth management.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: 3+ years in IFA market, strong communication skills, and ability to learn new software.
- Other info: Fast-paced environment with a focus on teamwork and client satisfaction.
The predicted salary is between 30000 - 40000 £ per year.
To provide administrative support to the Wealth Builder Advisers and Head of Wealth Builder.
Summary of job purpose:
- Processing the submission of new & top up business to relevant provider platforms, checking and ensuring adviser has provided full compliance requirements.
- Updating our back-office system and uploading all relevant documents.
- Working with various provider platforms – to add expectations for new monies in, process fund switches, purchase and/or sell down funds and implement payments to clients.
- Supporting and dealing with our migration project – moving assets from the client’s existing platform provider to Hubwise.
- Calling clients to book annual review meetings into Adviser diaries where required and preparing client meeting report packs for the Advisers to use.
- Supporting Advisers in collating information/documents in preparation for meetings including calling third party providers over the phone and accessing their online platforms.
- Answering inbound telephone calls including overflow in support of the Receptionist.
- Ad hoc Projects.
Planning and reporting:
- Deals with all aspects of work in a timely manner to facilitate migrations and submission of new business/purchasing and selling of funds.
- Reporting to Head of Wealth Builder.
External relationships:
- Liaising with Providers/Platforms to process new business, fund switches, fund sales and/or purchases.
- Dealing with client calls and emails.
Internal relationships:
- Working closely with the administration teams and other support teams within the company.
- Working closely with all Advisers to provide full support preparing for client meetings through to New Business and adviser support requests.
This job description may be reviewed and subsequently amended to better reflect any changes required in the role.
Person specification:
- Excellent interpersonal skills.
- Ability to communicate clearly and concisely, both orally and in writing.
- Working within a fast‑paced office with a large team and the ability to work independently.
- Ability to organise own workload, prioritise effectively and identify issues for escalation.
- Ability to learn new software.
- Previous work experience in the IFA Market/dealing with Provider Platforms – ideally at least 3 years minimum experience required.
Administrator – Wealth Builder (Hove) employer: Shackleton Advisers Limited
Contact Detail:
Shackleton Advisers Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator – Wealth Builder (Hove)
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for an Administrator role in Wealth Building. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research common questions for administrative roles and practice your answers. Make sure you can highlight your experience with provider platforms and compliance requirements, as these are key for the role.
✨Tip Number 3
Show off your skills! If you get the chance, bring examples of your previous work or projects that demonstrate your ability to manage workloads and support advisers effectively. This will set you apart from other candidates.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications come directly from motivated candidates. Plus, it shows you're genuinely interested in joining our team at StudySmarter.
We think you need these skills to ace Administrator – Wealth Builder (Hove)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Administrator – Wealth Builder role. Highlight your experience with administrative tasks, especially in the financial sector, and showcase any relevant skills that match the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to processing submissions and liaising with providers, as these are key aspects of the role.
Show Off Your Communication Skills: Since this role requires excellent interpersonal skills, make sure your written application reflects your ability to communicate clearly and concisely. Avoid jargon and keep it straightforward – we want to see your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to see more about what we do at StudySmarter!
How to prepare for a job interview at Shackleton Advisers Limited
✨Know Your Stuff
Make sure you understand the role of an Administrator in Wealth Building. Familiarise yourself with the key responsibilities, like processing submissions and liaising with providers. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Show Off Your Interpersonal Skills
Since this role involves a lot of communication, be ready to demonstrate your excellent interpersonal skills. Think of examples from your past experiences where you've effectively communicated with clients or colleagues, especially in a fast-paced environment.
✨Prepare for Technical Questions
Brush up on your knowledge of provider platforms and back-office systems. Be prepared to discuss any relevant software you've used in previous roles. If you have experience in the IFA market, highlight that as it’s a big plus for this job.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the migration project, or how success is measured in this role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.