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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 - 48000 £ 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
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the software commonly used in the industry, such as Intelligent Office (IO). Consider taking online courses or tutorials to boost your proficiency, as this can set you apart from other candidates.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial services. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to wealth management administration. Focus on scenarios where you've successfully managed multiple tasks or provided exceptional client service, as these are key skills for the role.
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 professional qualifications you hold, even if they are not essential.
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 align with the responsibilities outlined in the job description.
Highlight Communication Skills: Since good verbal and written communication skills are crucial for this role, provide examples in your application that demonstrate your ability to manage multiple tasks and communicate effectively with clients and colleagues.
Showcase Technical Proficiency: If you have experience with systems like Intelligent Office (IO), make sure to mention it in your application. Highlighting your technical skills can set you apart from other candidates.
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 not only help you answer questions confidently but also demonstrate your expertise in wealth management.
✨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 prepare documentation for reviews. This shows that you can think critically and are prepared for the responsibilities of the job.
✨Familiarise Yourself with Relevant Software
If you have experience with systems like Intelligent Office (IO), be sure to mention it. If not, do some research on it and other relevant software used in the industry. Showing that you're tech-savvy can give you an edge over other candidates.
✨Demonstrate Strong Communication Skills
Since the role requires good verbal and written communication skills, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so being able to communicate effectively is key to impressing your interviewers.
