Wealth Planning Administrator - Hybrid Support for Advisers in Norwich

Wealth Planning Administrator - Hybrid Support for Advisers in Norwich

Norwich Full-Time 27000 - 33000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide admin support to Financial Planners and enhance client experiences.
  • Company: Titan Wealth, a dynamic financial services firm in Norwich.
  • Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
  • Other info: Exciting environment with potential for career advancement.
  • Why this job: Join a transforming office and make a real difference in clients' financial journeys.
  • Qualifications: Strong communication and organisational skills, with the ability to manage multiple tasks.

The predicted salary is between 27000 - 33000 £ per year.

Titan Wealth in Norwich is seeking a Financial Services Administrator to provide administrative support to multiple Financial Planners, helping to deliver an outstanding experience for advisers and clients. The role requires excellent communication, organisational skills and the ability to manage competing priorities across several advisers.

Working in a transforming Norwich office, you will handle client reviews, back-office data, prepare reports, liaise with product providers and support.

Wealth Planning Administrator - Hybrid Support for Advisers in Norwich employer: Titan Wealth

Titan Wealth is an exceptional employer located in the vibrant city of Norwich, offering a dynamic work culture that prioritises collaboration and professional growth. Employees benefit from a hybrid working model, allowing for flexibility while being part of a supportive team dedicated to delivering outstanding service to clients. With opportunities for career advancement and a commitment to employee development, Titan Wealth stands out as a rewarding place to build a meaningful career in financial services.

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Contact Details:

Titan Wealth Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Wealth Planning Administrator - Hybrid Support for Advisers in Norwich

Tip Number 1: Tap Into Professional Networks

The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!

Tip Number 2: Attend Finance Events and Conferences

Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Titan Wealth. You never know who might be your next boss or a crucial contact!

Tip Number 3: Showcase Your Expertise

Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Titan Wealth.

Tip Number 4: Apply Directly on Company Websites

Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Titan Wealth. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!

We think you need these skills to ace Wealth Planning Administrator - Hybrid Support for Advisers in Norwich

Communication Skills
Organisational Skills
Time Management
Client Relationship Management
Report Preparation
Data Management
Administrative Support

Some tips for your application 🫡

Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.

Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Titan Wealth and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!

Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.

Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Titan Wealth how you can be a team player!

How to prepare for a job interview at Titan Wealth

Brush Up on Technical Skills

Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!

Showcase Your Financial Acumen

If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Titan Wealth.

Know Your Numbers

In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.

Connect with Company Goals

Familiarise yourself with Titan Wealth's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!