At a Glance
- Tasks: Support Financial Advisers and manage client documentation in a dynamic financial planning team.
- Company: Join a professional and growing financial services team in Hinckley.
- Benefits: Enjoy a competitive salary, training opportunities, and career progression.
- Other info: Be part of a supportive environment that values teamwork and professional development.
- Why this job: Make a real impact by providing top-notch service to clients and supporting financial growth.
- Qualifications: Experience in financial services with strong organisational and communication skills.
The predicted salary is between 31500 - 38500 £ per year.
Wealth Management Administrator
Salary
£32,000
Location
Hinckley, Leicestershire
Job Type
Full-time, Permanent
Working Pattern
- Office-based
- We are currently recruiting for an experienced
Wealth Management Administrator to join a professional and growing financial planning team in Hinckley.
This is an excellent opportunity for someone with previous experience within financial services who enjoys supporting Financial Advisers and providing a high level of service to clients.
Key Responsibilities
- Provide administrative support to Financial Advisers and the wider team.
- Process new business across investments, pensions and protection.
- Prepare client documentation, meeting packs and correspondence.
- Maintain accurate client records and CRM systems.
- Liaise with providers and third parties to progress cases.
- Assist with client reviews and ongoing servicing.
- Process applications, transfers and financial planning documentation.
- Monitor outstanding requirements and ensure cases progress within agreed timescales.
- Handle client queries professionally.
- Ensure all administration is completed accurately and in line with regulatory requirements.
About You
- Previous experience within financial services, wealth management or financial planning administration.
- Good knowledge of investments, pensions and/or protection.
- Strong organisational skills and excellent attention to detail.
- Excellent written and verbal communication skills.
- Good Microsoft Office skills.
- Experience using CRM or financial services systems.
- Ability to manage multiple priorities and meet deadlines.
- Proactive, professional and client-focused approach.
- Ability to work effectively as part of a team.
- What's on Offer
- Full-time, permanent position
- Office-based role in Hinckley
- Supportive working environment
- Training and development opportunities
- Career progression opportunities
If you are an experienced Financial Services or Wealth Management Administrator looking for your next opportunity in Hinckley, we'd love to hear from you.
Wealth Management Administrator in Hinckley employer: Artemis Recruitment Consultants Ltd Careers
Join a leading Financial Planning and Wealth Management team in Ipswich, where you will thrive in a supportive and client-focused environment. With a competitive salary of £60,000 plus bonuses and benefits, this role offers significant opportunities for professional development and the chance to work on complex financial cases that make a real difference to clients' lives. Embrace a culture that values expertise, collaboration, and continuous improvement, ensuring your career grows alongside the company.
Contact Details:
Artemis Recruitment Consultants Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Administrator in Hinckley
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Artemis Recruitment Consultants Ltd Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Management Administrator in Hinckley
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Artemis Recruitment Consultants Ltd Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Artemis Recruitment Consultants Ltd Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Artemis Recruitment Consultants Ltd Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Artemis Recruitment Consultants Ltd Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Artemis Recruitment Consultants Ltd Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
