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- Tasks: Provide top-notch admin support to financial planners and enhance client experiences.
- Company: Bespoke wealth management firm with a supportive team culture.
- Benefits: Full-time role, remote work option after probation, and career growth opportunities.
- Why this job: Join a growing company and make a real difference in clients' financial journeys.
- Qualifications: Strong organisational skills and a passion for client service.
- Other info: Dynamic office environment with a focus on teamwork and client satisfaction.
The predicted salary is between 36000 - 60000 £ per year.
Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth and looking to recruit a Wealth / Client Services Administrator. This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per week after probation.
The Client Services Department is the backbone of the delivery of service provided to clients, both new and existing. Working as part of a hugely supportive team, you will be responsible for providing a first class administrative and business support service to the wider organisation.
Your main responsibilities will include:
- Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by:
- Providing all necessary paperwork timeously for new and review planning meetings
- Adopting a good client-first culture and ensuring that every client interaction is a positive one
- Efficiently obtaining all necessary information about a client’s existing products using Letters of Authority, preparing illustrations and submitting new business
- Monitoring all new and existing business transactions to completion whilst keeping the client/Planner regularly updated
- Processing all existing client transactions including regular and one-off withdrawals, top-ups, Bed
Administrator - Wealth Planning employer: Utopian Professional Recruitment Services Ltd
Contact Detail:
Utopian Professional Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Wealth Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the hunt for an Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their client-first approach and think of examples from your past experiences that showcase your ability to provide top-notch service. We want to see you shine!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to showcase your skills and experience directly to employers looking for someone just like you.
We think you need these skills to ace Administrator - Wealth Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Wealth/Client Services Administrator. Highlight any relevant experience in client services or administration, and don’t forget to showcase your organisational skills – they’re key for this position!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you can contribute to a client-first culture. Keep it concise but engaging – we want to see your personality!
Showcase Your Team Spirit: Since you’ll be part of a supportive team, it’s important to demonstrate your ability to work well with others. Mention any past experiences where you collaborated effectively or contributed to a team goal.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this opportunity!
How to prepare for a job interview at Utopian Professional Recruitment Services Ltd
✨Know Your Stuff
Make sure you understand the wealth management industry and the specific services the company offers. Brush up on key terms and processes related to client services and financial planning, as this will show your genuine interest and preparedness.
✨Showcase Your Client-First Mindset
Since the role emphasises a client-first culture, be ready to share examples of how you've prioritised client needs in previous roles. Think about times when you went above and beyond to ensure a positive experience for clients.
✨Be Organised and Detail-Oriented
As an Administrator, attention to detail is crucial. Prepare to discuss how you manage your workload and ensure accuracy in your tasks. You might even want to bring along a sample of your organisational tools or methods to demonstrate your skills.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the role and the company. Inquire about the team dynamics, the tools they use for client management, or how they measure success in the Client Services Department. This shows you're engaged and serious about the opportunity.
