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- Tasks: Support the Wealth Planning team by managing CRM systems and enhancing workflows.
- Company: Join a leading wealth management company in the UK with a focus on client success.
- Benefits: Earn up to £40k plus bonuses and enjoy great benefits in a hybrid work environment.
- Why this job: Make a real impact in financial planning while developing your IT and financial skills.
- Qualifications: Strong IT skills and experience in wealth management or financial services.
- Other info: Dynamic role with opportunities for professional growth and collaboration.
The predicted salary is between 36000 - 60000 £ per year.
A System Administrator is required for one of the leading wealth management companies in the UK. They support clients to grow, manage, and make their finances secure with different personally tailored strategies. Manage portfolios, give investment advice, and look over long term financial plans. Working with individuals, families and different corporations to provide the best financial advice and strategies personalised for them.
As a System Administrator you will provide operational support to the Wealth Planning team, working closely with the Wealth Planning Systems Manager. The role focuses on maintaining and enhancing the CRM platform, improving workflows and reporting capabilities, managing data integrations, and supporting users with day-to-day system queries. This level of support also extends to any additional systems used across the Wealth Planning function.
As a System Administrator you will support the Wealth Planning Systems Manager by driving improvements to processes and identifying efficiency gains. Ensure the accuracy and reliability of data within XPlan, while enhancing data integration and flow between XPlan and Avoloq. Collaborate on management information and reporting for the Wealth Planning function and assist with the ongoing maintenance and support of back-office systems.
Additionally, have a strong understanding of financial products and FCA regulations when assessing client needs, delivering advice, and processing recommendations efficiently, supported by relevant qualifications and hands-on experience. Clear knowledge of the range, features, and limitations of both investment and ancillary services. Solid awareness of how financial markets operate and how market movements influence the pricing and value of investment products communicated to clients.
Salary: Up to £40,000 per annum + Bonus & Benefits
Role: Permanent
Key Skills & Experience:
- Strong experience and knowledge of IT skills.
- Understanding and experience with CRM’s.
- Financial background and wealth management experience.
If you are looking to join one of the leading wealth management companies and be involved in planning and maintenance of their workflow we would love to hear from you.
System Administrator | Wealth Management | XPlan & Avoloq | Up to 40k + Bonus & Benefits | Lond[...] employer: VirtueTech Recruitment Group
Contact Detail:
VirtueTech Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land System Administrator | Wealth Management | XPlan & Avoloq | Up to 40k + Bonus & Benefits | Lond[...]
✨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 a System 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
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills in CRM systems, financial products, and IT expertise. Engage with relevant content and connect with industry professionals to boost your visibility.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of XPlan and Avoloq. Be ready to discuss how you've improved workflows or supported users in previous roles. Show them you’re not just a tech whiz but also understand the financial landscape!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace System Administrator | Wealth Management | XPlan & Avoloq | Up to 40k + Bonus & Benefits | Lond[...]
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of System Administrator. Highlight your experience with CRM systems like XPlan and Avoloq, and don’t forget to mention any relevant financial background. We want to see how you can bring value to our Wealth Planning team!
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 our needs. We love seeing enthusiasm and a personal touch, so let your personality come through!
Showcase Your IT Skills: Since this role requires strong IT skills, make sure to detail your technical expertise in your application. Whether it's managing data integrations or enhancing workflows, we want to know how you’ve tackled similar challenges in the past.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to attach all your documents in one go. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at VirtueTech Recruitment Group
✨Know Your Systems
Make sure you brush up on your knowledge of XPlan and Avoloq. Familiarise yourself with their functionalities and how they integrate into wealth management processes. Being able to discuss specific features and how they can enhance workflows will show your expertise.
✨Understand Financial Products
Since the role involves working closely with financial products, ensure you have a solid grasp of various investment options and FCA regulations. Be prepared to discuss how market movements affect these products and how you would communicate this to clients.
✨Showcase Problem-Solving Skills
Think of examples where you've improved processes or solved system-related issues in previous roles. Highlighting your ability to drive efficiency gains will resonate well with the interviewers, as they are looking for someone who can enhance their CRM platform.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's approach to wealth management and how they utilise technology in their operations. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals.
