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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 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.
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 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 supported financial planners in the past. Highlighting your experience with client valuations and documentation will show that you're ready to hit the ground running.
✨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 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: Write a cover letter that showcases your understanding of the role and the company. Mention your technical knowledge of pensions, investments, and protection, and how it aligns with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, clearly outline your verbal and written communication skills. Provide examples of how you've successfully managed multiple tasks in previous roles, as this is crucial for the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Switch Recruitment
✨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 Strong Communication Skills
Since the role involves liaising with clients and insurers, practice articulating your thoughts clearly. Use examples from your past experiences to illustrate how you've effectively communicated complex information.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to manage multiple tasks and handle client requests. Think of specific situations where you successfully prioritised tasks or resolved issues in a fast-paced environment.
✨Research the Company and Its Values
Familiarise yourself with the company's services and their approach to wealth management. Understanding their values will help you align your answers with what they are looking for in a candidate.
