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- Tasks: Support financial advisers with admin tasks and client queries.
- Company: Join a well-established Wealth Management firm with over 20 years of experience.
- Benefits: Enjoy hybrid working, bonuses, study support, and a clear career progression plan.
- Why this job: Be part of a collaborative team that values ethical advice and client loyalty.
- Qualifications: Strong organisational skills, CRM knowledge, and excellent communication are essential.
- Other info: This role is crucial for the firm's success and offers a supportive culture.
The predicted salary is between 25000 - 30000 £ per year.
Offices Near Chelmsford, Essex
Salary: GBP25,000 – GBP30,000 (Hybrid working, Bonus, Study Support & Career Progression Plan)
An excellent opportunity has arisen for a well-established Wealth Management firm near Chelmsford in Essex. Due to expansion and internal promotion, they are looking to hire a Client Relationship Manager to join their team, offering a clear career path. This is a great opportunity for candidates looking to expand their network within a growing, collaborative team.
The firm has been providing high-quality financial and investment planning services for over 20 years. They value their clients by offering non-jargon, ethical advice, leading to high client loyalty, with new business primarily generated through referrals. They also prioritize their staff, aiming to provide careers rather than jobs, and foster a friendly, supportive working environment. Their services include pension, investment, protection, intergenerational financial planning, and trust and estate planning across Essex, Hertfordshire, and central London.
The position is for a Financial Administrator with the following qualities:
- Strong organisational and administrative skills with excellent attention to detail
- Knowledge of CRM systems, preferably within financial services
- Excellent communication skills, both written and verbal, with a professional, client-focused approach
- Ability to prioritise tasks effectively and work well within a team
- Proactive, adaptable, and problem-solving mindset
Duties include:
- Providing technical and administrative support to Advisers
- Handling queries from clients and third parties
- Preparing files with compliance documentation, review meeting packs, illustrations, and supporting documents
- Ensuring files contain all necessary client identification and application forms
- Processing applications with product providers, advisers, clients, and third parties
- Booking client appointments for advisers
- Assisting with Letters of Authority with clients and third parties
This is a fantastic opportunity for a talented individual to join an established, growing practice with a supportive culture where the client always comes first. The role is vital for the ongoing success of the business. If interested, please contact or send your CV to Sam at Financial Divisions.
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Financial Administrator (Private Wealth Management), Near Chelmsford, employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator (Private Wealth Management), Near Chelmsford,
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work in wealth management. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the industry.
✨Tip Number 2
Familiarise yourself with CRM systems commonly used in financial services. Consider taking a short course or tutorial to enhance your skills, as this will demonstrate your commitment and readiness for the role.
✨Tip Number 3
Prepare for the interview by researching the company’s values and client approach. Be ready to discuss how your organisational skills and attention to detail can contribute to their mission of providing ethical financial advice.
✨Tip Number 4
Showcase your proactive and problem-solving mindset during discussions. Think of examples from your past experiences where you successfully handled challenges or improved processes, as this aligns well with the qualities they are looking for.
We think you need these skills to ace Financial Administrator (Private Wealth Management), Near Chelmsford,
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your organisational and administrative skills, as well as your experience with CRM systems. Use specific examples that demonstrate your attention to detail and client-focused approach.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you are a good fit for the Financial Administrator role. Mention your proactive mindset and how you can contribute to the team's success.
Highlight Relevant Experience: In your application, emphasise any previous roles where you provided technical or administrative support, especially in financial services. This will show that you understand the industry and can handle the responsibilities of the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Organisational Skills
As a Financial Administrator, strong organisational skills are crucial. Be prepared to discuss specific examples of how you've managed multiple tasks or projects in the past, highlighting your attention to detail and ability to prioritise effectively.
✨Demonstrate Your Communication Skills
Excellent communication is key in this role. During the interview, practice articulating your thoughts clearly and professionally. You might also want to prepare for questions about how you handle client queries or communicate with team members.
✨Familiarise Yourself with CRM Systems
Knowledge of CRM systems is preferred for this position. If you have experience with any specific systems, be ready to discuss them. If not, do some research on common CRM tools used in financial services to show your willingness to learn.
✨Emphasise Your Problem-Solving Mindset
The firm values proactive and adaptable individuals. Think of examples where you've successfully solved problems or adapted to changes in a work environment. This will demonstrate your suitability for a dynamic role within their collaborative team.
