Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support client onboarding and manage portfolio files in a dynamic financial environment.
- Company: Reputable UK Wealth Management Firm based in Manchester.
- Benefits: Comprehensive benefits package with hybrid working options.
- Why this job: Join a team that values attention to detail and compliance in finance.
- Qualifications: Previous administrative experience in financial services and strong IT skills.
- Other info: Great opportunity for career growth in a supportive team.
The predicted salary is between 30000 - 42000 £ per year.
A UK Wealth Management Firm in Manchester is seeking an Investment Administrator to enhance client onboarding and support portfolio management. This role includes processing client communications, managing files, and ensuring compliance with financial regulations.
The ideal candidate will have prior administrative experience in financial services, strong attention to detail, and proficient IT skills.
A comprehensive benefits package accompanies this position, which allows for hybrid working.
Wealth Management Administrator — Hybrid (Manchester) employer: Annular Group
Contact Detail:
Annular Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator — Hybrid (Manchester)
✨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 hunt for a Wealth Management Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and brush up on your knowledge of client onboarding and portfolio management. We want you to be able to showcase your attention to detail and IT skills, so practice answering common interview questions related to these areas.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job in wealth management. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Wealth Management Administrator — Hybrid (Manchester)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services. We want to see how your skills align with the role of Investment Administrator, so don’t be shy about showcasing your attention to detail and IT proficiency!
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 Management team. Share specific examples from your past roles that demonstrate your ability to enhance client onboarding and support portfolio management.
Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to mention any experience you have with financial regulations. We’re looking for someone who understands the importance of adhering to these standards, so let us know how you’ve done this in previous positions.
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 role. Plus, you’ll get to see all the benefits we offer for this hybrid position!
How to prepare for a job interview at Annular Group
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial regulations and client onboarding processes. Being able to discuss these topics confidently will show that you’re serious about the role and understand the industry.
✨Show Off Your Admin Skills
Prepare examples from your past experience where you’ve successfully managed files or processed communications. Highlighting your attention to detail and organisational skills will demonstrate that you can handle the administrative demands of the job.
✨Get Familiar with IT Tools
Since the role requires proficient IT skills, make sure you’re comfortable with common software used in wealth management. If you know specific tools or platforms, mention them during the interview to showcase your readiness for the position.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to client onboarding and portfolio management. This not only shows your interest in the role but also gives you insight into how you can contribute effectively.
