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For Companies At a Glance
- Tasks: Support clients and manage portfolios in a dynamic wealth management environment.
- Company: Reputable UK Wealth Management Firm based in Manchester.
- Benefits: Competitive salary, comprehensive benefits, and hybrid working options.
- Why this job: Join a team that values your skills and offers growth in financial services.
- Qualifications: Previous administration experience in financial services and strong Microsoft Office skills.
- Other info: Exciting opportunity to work in a supportive and professional environment.
The predicted salary is between 32500 - 35000 £ per year.
A UK Wealth Management Firm seeks an Investment Administrator to join their team in Manchester. The ideal candidate will have previous administration experience, especially in financial services, along with a strong understanding of FCA requirements and proficiency in Microsoft Office.
Responsibilities include:
- Client onboarding
- Processing fund movements
- Maintaining client documentation
The position offers a salary between £32,500 and £35,000 with a comprehensive benefits package in a hybrid working environment.
Wealth Admin: Client & Portfolio Support (Hybrid) in Leeds employer: Annular Group
Contact Detail:
Annular Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Admin: Client & Portfolio Support (Hybrid) in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by brushing up on FCA requirements and the latest trends in wealth management. We want you to walk in feeling confident and ready to impress with your knowledge!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, shoot a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Wealth Admin role! We’ve got all the resources you need to make your application stand out, so take advantage of it!
We think you need these skills to ace Wealth Admin: Client & Portfolio Support (Hybrid) in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous administration experience, especially in financial services. We want to see how your skills align with the role, so don’t be shy about showcasing your understanding of FCA requirements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Wealth Admin role. Share specific examples of your experience with client onboarding and processing fund movements to grab our attention.
Show Off Your Microsoft Office Skills: Since proficiency in Microsoft Office is key for this role, make sure to mention any relevant experience you have with these tools. Whether it's Excel spreadsheets or Word documents, we want to know how you can use them effectively in your work.
Apply Through Our Website: We encourage you to apply directly through our website! It’s the easiest way for us to receive your application and ensures you’re considered for the position. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Annular Group
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of FCA requirements and financial services terminology. Being able to discuss these topics confidently will show the interviewers that you’re not just familiar with the industry, but that you’re also serious about the role.
✨Showcase Your Admin Skills
Prepare examples from your previous administration experience that highlight your organisational skills and attention to detail. Think about specific tasks you've handled, like client onboarding or processing fund movements, and be ready to discuss how you managed them effectively.
✨Master Microsoft Office
Since proficiency in Microsoft Office is key for this role, make sure you can demonstrate your skills during the interview. If possible, bring along examples of documents or reports you've created using Excel or Word, and be prepared to discuss how you use these tools to enhance your productivity.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and the specifics of the hybrid working model. This not only shows your interest in the position but also helps you gauge if the company is the right fit for you.
