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- Tasks: Support Financial Planners with administration and client documentation.
- Company: Join a reputable financial advisory firm known for its excellent service.
- Benefits: Enjoy competitive salary, bonuses, and flexible working options.
- Why this job: Be part of a growing team making a real impact in wealth management.
- Qualifications: Experience in financial services is preferred; professional qualifications are a plus.
- Other info: Opportunity for hybrid working to fit your lifestyle.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team.
Responsibilities:
- Providing administration and planning support to Financial Planners and a professional service to new and existing clients
- Undertake client valuations and preparing documentation ahead of client reviews
- Liaising with insurers / providers for new business quotations and updating software accordingly
- Ensuring all client records are kept up to standard and all relevant checks etc are completed
Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks.
In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Wealth Management Administrator employer: Switch Recruitment Services Ltd
Contact Detail:
Switch Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in wealth management. This will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities within wealth management.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported financial planners or managed client relationships in previous roles. Highlighting your practical experience will set you apart from other candidates.
✨Tip Number 4
Research the company thoroughly before your interview. Understanding their values, services, and client base will allow you to tailor your responses and show that you're genuinely interested in joining their team.
We think you need these skills to ace Wealth Management Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or financial services administration. Emphasise any specific roles where you provided support to financial planners or managed client records.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in the Wealth Management Administrator position. Mention your technical knowledge of pensions, investments, and protection, and how it aligns with the responsibilities outlined in the job description.
Showcase Communication Skills: Since good verbal and written communication skills are essential for this role, consider including examples in your application that demonstrate your ability to communicate effectively with clients and colleagues.
Highlight Relevant Qualifications: If you have any professional qualifications related to financial services, be sure to mention them. Even if they are not essential, they can set you apart from other candidates and show your commitment to the field.
How to prepare for a job interview at Switch Recruitment Services Ltd
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of pensions, investments, and protection products. Be prepared to discuss how your technical knowledge can benefit the financial planners and clients you'll be supporting.
✨Demonstrate Your Communication Skills
Since good verbal and written communication skills are essential for this role, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so being able to simplify them will impress your interviewers.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to manage multiple tasks and handle client interactions. Think of examples from your past experience where you successfully juggled responsibilities or resolved client issues.
✨Research the Company
Familiarise yourself with the company's services and values. Understanding their approach to wealth management will help you tailor your answers and show genuine interest in the role and the organisation.
