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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; qualifications are a bonus but not essential.
- Other info: Ideal for those who thrive in a dynamic, supportive environment.
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 stand 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 their organisations.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed multiple tasks in previous roles. This will showcase your organisational skills and ability to thrive in a fast-paced environment, which is crucial for this position.
✨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 being part of 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 your experience in wealth management or financial services administration. Emphasise any relevant qualifications and technical knowledge of pensions, investments, and protection.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that demonstrate your ability to provide administration and planning support to Financial Planners.
Highlight Communication Skills: Since good verbal and written communication skills are essential for this role, include examples in your application that illustrate how you've effectively communicated with clients or colleagues in previous positions.
Showcase Multi-tasking Abilities: Provide examples of how you have successfully managed multiple tasks in a fast-paced environment. This will demonstrate your ability to handle the responsibilities outlined in the job description.
How to prepare for a job interview at Switch Recruitment Services Ltd
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of pensions, investments, and protection products. Being able to discuss these topics confidently will demonstrate your technical knowledge and suitability for the role.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be ready to discuss how you would handle client valuations and documentation preparation, as this will show your practical experience and problem-solving skills.
✨Highlight Your Communication Skills
Since the role involves liaising with clients and providers, be prepared to give examples of how you've effectively communicated in previous roles. This could include written communication or managing multiple tasks while keeping clients informed.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to wealth management and their team dynamics. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
