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- Tasks: Support financial planners and manage client interactions with top-notch administrative skills.
- Company: Bespoke wealth management company experiencing exciting growth.
- Benefits: Generous holiday, healthcare, study support, and career progression opportunities.
- Why this job: Join a supportive team and kickstart your career in financial services.
- Qualifications: Graduate with strong admin skills and a passion for finance.
- Other info: Flexible work options and a friendly atmosphere await you!
The predicted salary is between 28800 - 43200 £ 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 & ISAs etc
- Managing proposition changes, fund switches, rebalances not automatically carried out, POAs Trust Forms and any other transactions, as necessary
- Identifying clients due for review and following workflow to completion in line with processes
- Ensuring all client records across various softwares are set up and accurately maintained in line with inhouse processes and regulatory requirements
- Using internal systems as a task and workflow (including fee income) management system, setting up, completing and assigning tasks routinely to ensure a well-rounded and smooth client experience
- Supporting the Operations and Compliance functions by ensuring that all Management Information is accurate and readily accessible
- Supporting the Client Services Manager by ensuring that all defined processes are strictly adhered to within the team
- Carrying out any other activities or ad hoc project duties for the team as necessary
- Completing all mandatory learning within the deadlines, and adhering to conduct rules at all times
Skills and Experience
- A graduate with a genuine interest to progress into financial services and/or a background within financial services, wealth management or an IFA (not essential)
- Strong administrative experience
- Highly organised, self motivated and proactive
- Good knowledge of using Microsoft Office packages in particular Excel and Word
- IT literate
- Strong verbal and written communications skills
- Excellent interpersonal skills with individuals at all levels, internally and externally
- Flexible approach to work
- The ability to work on own initiative and also work as part of a team is desirable
Benefits
- Generous holiday allowance
- Fully training and ongoing personal development
- Group pension scheme
- Healthcare
- Study support
- Study material and exams fees paid
- Death in Service
- Great opportunities for career progression including all the support you need to reach your career goals
- Annual pay review: performance-linked pay increase and an annual bonus linked to company performance and KPIs
This is a fantastic opportunity for an ambitious and dedicated individual who has a passion for delivering work to the highest standards and is looking for a rewarding career. In addition to an excellent support and development framework, you will be offered a competitive salary and the opportunity to work within a friendly team with a great working atmosphere in long-term employment.
If you have the required experience and would like to take your career to the next step, please send your CV to us ASAP!
Next Steps:
For further information, please apply by emailing your CV to Utopian Professional Recruitment ASAP.
To keep up to date with current opportunities be sure to follow the Utopian Professional Recruitment page on LinkedIn, Instagram & Facebook.
Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it is not always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.
Equal Opportunities
Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.
Administrator - Wealth Planning in Newton Mearns 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 in Newton Mearns
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector, attend industry events, and connect on LinkedIn. 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 interviews by researching the company and understanding their client-first culture. Think about how your skills align with their needs and be ready to share examples of how you've delivered excellent service in the past.
✨Tip Number 3
Practice your communication skills! Since this role involves interacting with clients and colleagues, being articulate and confident is key. Consider doing mock interviews with friends or using online resources to sharpen your skills.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Administrator - Wealth Planning in Newton Mearns
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Administrator - Wealth Planning. Highlight any relevant experience in financial services or administration, and don’t forget to showcase your organisational skills!
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 your skills align with the responsibilities outlined in the job description.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure to demonstrate your strong verbal and written communication skills in your application. We want to see how you can create a positive client experience!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Utopian Professional Recruitment Services Ltd
✨Know Your Stuff
Before the interview, make sure you understand the role of an Administrator in Wealth Planning. Familiarise yourself with the key responsibilities mentioned in the job description, like managing client transactions and supporting financial planners. This will help you speak confidently about how your skills align with their needs.
✨Showcase Your Organisational Skills
Since this role requires strong administrative abilities, be ready to share examples of how you've successfully managed tasks in the past. Think about times when you had to juggle multiple responsibilities or ensure accuracy in your work. Highlighting these experiences will demonstrate your capability to thrive in a busy environment.
✨Emphasise Client-Centric Attitude
The company values a client-first culture, so be prepared to discuss how you prioritise client satisfaction. Share specific instances where you went above and beyond to ensure a positive client experience. This will show that you understand the importance of client relationships in wealth management.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you. Plus, it gives you a chance to engage with the interviewer on a deeper level.
