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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 network of Financial Advisers.
- Benefits: Enjoy flexible start times and the opportunity for career growth in a dynamic team.
- Why this job: Be part of a friendly environment where you can enhance your financial services experience.
- Qualifications: Strong attention to detail and communication skills; training provided for the right candidate.
- Other info: Office-based role, Monday to Friday, with a focus on relationship building.
The predicted salary is between 28800 - 43200 £ 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.
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 how financial advisers operate and the compliance requirements they must adhere to will give you a solid foundation to discuss during your interview.
✨Tip Number 2
Highlight your people skills by preparing examples of how you've successfully built relationships in previous roles. This could be through teamwork, client interactions, or resolving conflicts, as strong communication is key in this position.
✨Tip Number 3
Research the specific compliance regulations relevant to wealth management. Being able to demonstrate your knowledge of these regulations will show your commitment to the role and your willingness to learn and adapt.
✨Tip Number 4
Prepare questions about the company's culture and growth opportunities. Showing genuine interest in the company’s future and how you can contribute will set you apart from other candidates and demonstrate your enthusiasm for the role.
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: In your cover letter, express 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.
Showcase Your Communication Skills: Since the role requires strong verbal and written communication, consider including examples of how you've successfully communicated with clients or colleagues in past positions. This could be in your CV or cover letter.
Highlight Your Willingness to Learn: The job mentions training will be provided, so make sure to convey your eagerness to learn and grow within the role. You can include this in your cover letter or during any potential interviews.
How to prepare for a job interview at Venus Recruitment Ltd
✨Showcase Your Attention to Detail
In this role, attention to detail is crucial. Be prepared to discuss examples from your past experiences where your meticulous nature helped avoid errors or improved processes. This will demonstrate your suitability for the highly regulated environment.
✨Demonstrate Strong Communication Skills
Since you'll be liaising with clients and advisers, it's important to showcase your communication skills. Practice articulating your thoughts clearly and concisely, and be ready to provide examples of how you've effectively communicated in previous roles.
✨Familiarise Yourself with Compliance Requirements
Even if you don't have direct experience in financial services, showing that you understand the importance of compliance can set you apart. Research common compliance practices in wealth management and be ready to discuss how you would approach adhering to these standards.
✨Express Your Willingness to Learn
The company values candidates who are eager to learn and grow. Be sure to convey your enthusiasm for training opportunities and how you plan to enhance your knowledge in the wealth management sector. This shows that you're not just looking for a job, but a career.
