Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners with administration and client documentation.
- Company: Join a reputable financial advisory firm known for its excellent service.
- Benefits: Enjoy a competitive salary, enhanced pension, 28 days holiday, and more perks.
- Why this job: Be part of a growing team that values professional development and client relationships.
- Qualifications: Experience in wealth management is preferred; good communication skills are essential.
- Other info: Opportunity to work with advanced systems like Intelligent Office.
The predicted salary is between 28800 - 42000 £ per year.
Job Description
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 a competent IFA 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
Experience required:
- 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 a good knowledge of pensions, investments, protection etc
- Good verbal and written communication skills and have the ability to manage multiple tasks.
- Ideally you will have experience of working with systems such as Intelligent Office (IO)
In return our client is looking to offer a competitive basic salary, benefits and bonus package inlcuding enhanced pension, 28 days holiday, PMI etc.
Wealth Management Administrator employer: Switch Recruitment
Contact Detail:
Switch Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator
✨Tip Number 1
Familiarise yourself with the key software used in wealth management, such as Intelligent Office (IO). Having hands-on experience or even a basic understanding of these systems can set you apart from other candidates.
✨Tip Number 2
Network within the financial services industry. Attend relevant events or join online forums to connect with professionals already working in wealth management. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Stay updated on current trends and regulations in the financial advisory sector. Demonstrating your knowledge during interviews can show your commitment to the field and your ability to adapt to changes.
✨Tip Number 4
Prepare to discuss specific examples of how you've managed multiple tasks in previous roles. Highlighting your organisational skills and ability to prioritise will resonate well with hiring managers looking for an IFA Administrator.
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 and financial services administration. Emphasise any specific roles or tasks that align with the responsibilities mentioned in the job description.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your knowledge of pensions, investments, and protection, and how your skills can contribute to the team.
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.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Switch Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products such as pensions, investments, and protection plans. This knowledge will help you answer questions confidently and demonstrate your expertise in wealth management.
✨Showcase Your Administrative Skills
Be prepared to discuss your experience with administrative tasks relevant to the role. Highlight any specific software you've used, like Intelligent Office, and how you've managed client records and documentation efficiently.
✨Prepare for Client Interaction Scenarios
Since the role involves liaising with clients and insurers, think of examples where you've successfully managed client relationships or resolved issues. This will show your communication skills and ability to handle multiple tasks.
✨Research the Company
Familiarise yourself with the company's values, services, and recent developments in the financial advisory sector. This will not only help you tailor your answers but also show your genuine interest in the position and the organisation.
