At a Glance
- Tasks: Support financial advisers with administration for pensions, ISAs, and investment products.
- Company: Willday Wealth Management, a chartered independent financial adviser firm.
- Benefits: Full-time role with opportunities for professional growth and development.
- Other info: Dynamic work environment with a focus on client relationships and process improvements.
- Why this job: Join a team dedicated to helping clients achieve their long-term financial goals.
- Qualifications: Experience in financial services administration and strong analytical skills required.
The predicted salary is between 30000 - 40000 £ per year.
Willday Wealth Management is a chartered independent financial adviser firm providing holistic advice across mortgages, ISAs, pensions, investment bonds and personal protection. The firm supports clients with investment planning to help them achieve long‑term financial goals. Led by company director Edward Willday, a Chartered member of The London Institute of Banking & Finance, the company is committed to delivering a high level of technical expertise and client service. Team members work closely with clients to build tailored financial strategies and maintain ongoing, trusted relationships.
Role Description
This is a full‑time, on‑site Senior Financial Services Administrator role based in the Greater Leicester Area. The role involves supporting financial advisers with end‑to‑end administration for pensions, ISAs and investment products, including preparing documentation, processing applications, and maintaining accurate client records. The Senior Financial Services Administrator will liaise with clients, providers, and internal stakeholders to obtain information, resolve queries, and ensure timely completion of transactions.
Responsibilities include:
- Updating CRM and platform systems
- Preparing review packs and reports
- Monitoring case progress
- Ensuring compliance with regulatory and internal procedures
- Contributing to process improvements
- Supporting management with ad hoc projects
- Helping to maintain a high standard of client experience
Qualifications
- Strong foundation in financial planning with experience supporting advice across products such as pensions, ISAs, protection, and investments
- Proficient analytical skills, including the ability to interpret financial data, platform reports, and client information accurately
- Solid accounting and numeracy skills to support reconciliations, fee calculations, and accurate record‑keeping
- Excellent communication skills, both written and verbal, with the ability to interact professionally with clients, providers, and colleagues
- Previous experience in a financial services administration or paraplanning support role, ideally within wealth management or independent financial advice
- Strong attention to detail, organizational skills, and ability to manage multiple cases and deadlines in a regulated environment
- Comfort using financial platforms, CRM systems, and Microsoft Office (especially Excel and Word)
- Relevant financial services qualifications (e.g., progressing toward or holding level 3/4 industry exams) are highly advantageous
Senior Wealth Management Administrator in Leicester employer: Willday Wealth Management
Willday Wealth Management is an exceptional employer, offering a supportive and collaborative work environment in the Greater Leicester Area. With a strong commitment to employee development and a focus on delivering high-quality client service, team members are encouraged to grow their skills and advance their careers within the financial services sector. The firm values innovation and teamwork, making it a rewarding place for those passionate about helping clients achieve their financial goals.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Wealth Management Administrator in Leicester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Willday Wealth Management. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Wealth Management Administrator in Leicester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Willday Wealth Management.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Willday Wealth Management's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Willday Wealth Management
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Willday Wealth Management.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Willday Wealth Management will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Willday Wealth Management employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
