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- Tasks: Support financial planning services by managing documentation and client communications.
- Company: Join a prestigious financial services company in the heart of London.
- Benefits: Enjoy flexible working, private medical insurance, and biannual salary reviews.
- Why this job: Kickstart your career in finance with hands-on experience and a supportive team culture.
- Qualifications: Experience in financial services admin, 5 GCSEs, and strong communication skills required.
- Other info: Hybrid work model allows for a balanced work-life experience.
The predicted salary is between 25000 - 29000 £ per year.
Wealth Administrator
London
Hybrid
£30,000 – £34,000
Our Client, a prestigious financial services company based in the City of London are looking for a wealth administrator that will be responsible for supporting the team in the administration of private client and corporate financial planning services.
This is an excellent opportunity for someone looking to develop their career in the financial planning space!
Wealth Administrator – What will you do?
- Process new business and documentation in accordance with agreed service and quality standards, taking full ownership of the entire lifecycle of transacted business.
- Prepare for adviser/client appointments, including the collation of meeting packs, obtaining quotations, and creating illustrations.
- Act as the point of contact for clients, liaising on their behalf with advisors and ensuring any queries are addressed promptly and effectively.
- Deal with advisor charge, fees and commission enquiries.
- Manage incoming inquiries, answer telephone calls, and arrange meetings, including coordinating room bookings, visitor parking, and catering when necessary.
- Maintain a comprehensive electronic client filing system, and support with general office adminstration.
- FCA Obligations – to operate within the Firms own designated compliance procedures and the relevant FCA rules.
Wealth Administrator – What we are looking for
- Experience in an administration role within financial services, preferably IFA or Wealth Management.
- Broad knowledge on the products and providers available on the open market.
- Mortgage administration and new business processing experience preferable.
- 5 GCSEs (or equivalent); A-level/BTEC National qualifications desirable.
- Good communication skills, both written and verbal.
- Good working knowledge of Microsoft Office.
- Excellent planning, organisational, and prioritisation skills.
Wealth Administrator – Job Benefits
- Salary Reviews: Twice a year to recognise your contributions.
- Generous Annual Leave
- Flexible Working
- Private Medical Insurance
May & Stephens | Wealth Administrator employer: May & Stephens
Contact Detail:
May & Stephens Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land May & Stephens | Wealth Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry, especially focusing on wealth management and IFA roles. Understanding the key players and products in this space will give you an edge during discussions.
✨Tip Number 2
Network with professionals already working in wealth administration or related fields. Attend industry events or join online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel and PowerPoint, as these are essential for preparing meeting packs and managing data efficiently. Consider taking a short course if you feel you need a refresher.
✨Tip Number 4
Prepare to demonstrate your organizational and communication skills in interviews. Think of specific examples from your past experiences where you successfully managed multiple tasks or resolved client queries effectively.
We think you need these skills to ace May & Stephens | Wealth Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Wealth Administrator position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services administration. Mention specific tasks you've handled that align with the responsibilities listed in the job description.
Showcase Communication Skills: Since good communication skills are essential for this role, provide examples in your application that demonstrate your ability to liaise effectively with clients and colleagues.
Tailor Your Application: Customize your CV and cover letter to reflect the language and requirements mentioned in the job description. Use keywords related to financial planning and administration to make your application stand out.
How to prepare for a job interview at May & Stephens
✨Show Your Financial Services Knowledge
Make sure to brush up on your knowledge of financial products and providers. Being able to discuss current trends or specific services will demonstrate your expertise and interest in the field.
✨Prepare for Client Interactions
Since the role involves liaising with clients, practice how you would handle common client queries. Think about how you can communicate effectively and ensure that clients feel valued and understood.
✨Demonstrate Organizational Skills
Be ready to discuss your experience with managing documentation and administrative tasks. Highlight any tools or methods you use to stay organized, as this is crucial for the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to wealth management and client service. This shows your genuine interest in the position and helps you assess if the company is the right fit for you.
