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For Companies At a Glance
- Tasks: Support Financial Advisers and manage client servicing requirements in a dynamic role.
- Company: Join Peter Harding Wealth Management, a leading firm in the UK's wealth management sector.
- Benefits: Enjoy a flexible work environment with opportunities for continuous learning and professional growth.
- Why this job: This role offers a chance to develop your skills in financial services while making a real impact.
- Qualifications: Experience in Financial Services is essential; knowledge of Financial Planning is a plus.
- Other info: Contact Susan E Mclymont for an informal chat about this exciting opportunity.
The predicted salary is between 30000 - 50000 £ per year.
Due to business growth, we are recruiting various roles within the Business Support team. Please contact Susan E Mclymont for an informal chat to find out more on: 01747 855554.
About Us
Peter Harding Wealth Management, a Principal Partner Practice of St. James's Place, is a prominent player in the UK's wealth management sector. Our mission is to offer a comprehensive range of professional services designed to help clients build, grow, and preserve their wealth.
The Opportunity
We are seeking an experienced Financial Services Administrator to join our established and successful Practice. With offices located in Sherborne, Corsham, Shaftesbury, and Canford Cliffs, this full-time, in-office role is perfect for someone eager to expand their skill set and delve deeper into the technical aspects of financial services administration. If you're passionate about professional development and looking for a new challenge, this could be the role for you.
About the Role
- Department: Client Services Team
- Location: Choice of Canford Cliffs, Sherborne, Shaftesbury, or Corsham (in-office)
- Contract Type: Permanent, full-time
In this varied role, you will support our Financial Advisers in meeting their servicing requirements, especially in light of recent changes to Consumer Duty. Ideal candidates will be professional, eager to learn, and possess a 'can-do' attitude. This role requires a technical mindset and excellent attention to detail.
About You
- Experience: Experience in Financial Services is essential.
- Knowledge: Understanding of Financial Planning or Wealth Management is desirable.
- Qualifications: While not essential, qualifications such as RO exams or equivalents are welcomed.
- Skills: Strong research capabilities and comfort with complex casework. Ability to adapt to change and a mindset geared towards continuous improvement. Excellent communication skills and a commitment to achieving positive outcomes for clients.
Why Join Us?
You will be part of a team that values flexibility, continuous learning, and a commitment to excellence. At Peter Harding Wealth Management, we are dedicated to upholding the vision and mission of our business, ensuring both client satisfaction and professional growth for our team members.
Contact Detail:
Peter Harding Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Support Team
✨Tip Number 1
Reach out to Susan E Mclymont for an informal chat before applying. This will give you insights into the role and the company culture, helping you tailor your approach.
✨Tip Number 2
Familiarise yourself with recent changes in Consumer Duty regulations. Being knowledgeable about these changes will demonstrate your commitment to the role and your understanding of the financial services landscape.
✨Tip Number 3
Highlight your adaptability and continuous improvement mindset during any discussions. These traits are essential for the role and will resonate well with the team’s values.
✨Tip Number 4
Prepare specific examples of your experience in financial services that showcase your attention to detail and research capabilities. This will help you stand out as a candidate who can meet the demands of the position.
We think you need these skills to ace Business Support Team
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Financial Services Administrator position. Tailor your application to highlight relevant experience in financial services and your eagerness to learn.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial services or related fields. Mention specific tasks you have undertaken that align with the role's requirements, such as supporting financial advisers or handling complex casework.
Showcase Your Skills: Demonstrate your strong research capabilities and attention to detail in your application. Provide examples of how you've adapted to changes in previous roles and your commitment to continuous improvement.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your passion for professional development and your understanding of the wealth management sector. Address how your skills and experiences make you a suitable candidate for the Business Support Team.
How to prepare for a job interview at Peter Harding Wealth Management
✨Research the Company
Before your interview, take some time to learn about Peter Harding Wealth Management and its mission. Understanding their values and services will help you align your answers with what they are looking for in a candidate.
✨Showcase Your Financial Services Experience
Be prepared to discuss your previous experience in financial services. Highlight specific examples of how you've supported financial advisers or managed complex casework, as this will demonstrate your suitability for the role.
✨Demonstrate a 'Can-Do' Attitude
During the interview, convey your eagerness to learn and adapt. Share instances where you've tackled challenges or embraced change, as this aligns with the company's desire for candidates with a positive mindset.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and the company, and it gives you a chance to assess if it's the right fit for you.
