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- Tasks: Support clients and advisers by managing applications and ensuring compliance.
- Company: Join a growing international Wealth Management business with a strong adviser network.
- Benefits: Enjoy flexible start times and opportunities for career growth in a dynamic environment.
- Why this job: Be part of a friendly team, enhancing your financial services experience while making a real impact.
- Qualifications: Strong communication skills and attention to detail; previous experience in finance is a plus but not required.
- Other info: Office-based role with training provided for the right candidate.
The predicted salary is between 28800 - 48000 £ per year.
An international Wealth Management business with a network of Financial Advisers is looking for a strong administrator with great people skills to support their clients and advisers. Ideally, you’ll have previous experience supporting in a highly regulated environment such as financial services, but training will be provided to the right candidate.
The role will assist with submitting all new business applications to providers, monitoring progress, and auditing documents from the adviser to ensure they meet compliance requirements. This position requires strong communication and relationship building skills as you’ll work with clients to ensure a first-class journey and liaise with providers and trustees to ensure the smooth progress of applications.
This is an office-based role working 7 hours a day Monday to Friday, and there is some flex on the start time.
The Administrator will have:
- Strong attention to detail and up to date systems skills
- Professional written and verbal communication skills
- The ability to adhere to administrative systems, policies, and procedures
- Keenness to actively learn and complete training to satisfy compliance requirements and improve personal knowledge
This international business is expanding and offers potential for career growth in this exciting area of Wealth Management. If you’re looking to work in a friendly, dynamic team where you can build on your financial services experience please apply.
Administrator - Wealth Management employer: Venus Recruitment Ltd
Contact Detail:
Venus Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Wealth Management
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management. Understanding the basics of compliance and regulatory requirements will give you an edge in conversations during interviews.
✨Tip Number 2
Practice your communication skills by engaging in role-play scenarios. This can help you articulate your thoughts clearly and confidently, which is crucial for building relationships with clients and advisers.
✨Tip Number 3
Network with professionals in the wealth management sector. Attend industry events or join online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 4
Demonstrate your attention to detail by preparing questions about the role and the company. This shows your genuine interest and helps you stand out as a candidate who is proactive and engaged.
We think you need these skills to ace Administrator - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration, particularly in regulated environments like financial services. Emphasise your attention to detail and any previous roles that required strong communication skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your ability to build relationships and adhere to compliance requirements.
Highlight Relevant Skills: In your application, clearly outline your professional written and verbal communication skills. Provide examples of how you've successfully managed administrative tasks and supported clients or advisers in the past.
Show Willingness to Learn: Express your eagerness to learn and complete training to meet compliance requirements. This is important for the role, so mention any previous experiences where you have actively sought out learning opportunities.
How to prepare for a job interview at Venus Recruitment Ltd
✨Showcase Your Attention to Detail
As an Administrator in Wealth Management, attention to detail is crucial. Be prepared to discuss specific examples from your past experiences where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with clients and advisers, practice articulating your thoughts clearly. You might be asked to explain complex information simply, so think of ways to showcase your communication prowess during the interview.
✨Familiarise Yourself with Compliance Requirements
Even if you lack direct experience in a regulated environment, showing that you understand the importance of compliance can set you apart. Research common compliance practices in financial services and be ready to discuss how you would approach them.
✨Express Your Willingness to Learn
The company values candidates who are eager to learn and grow. Be honest about your desire to develop your skills and knowledge in wealth management, and mention any relevant training or courses you’ve undertaken or plan to pursue.
