Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support wealth advisers with paraplanning and administration tasks in a dynamic London setting.
- Company: Join a leading financial firm with a focus on growth and client success.
- Benefits: Competitive salary, career progression opportunities, and a supportive team environment.
- Why this job: Kickstart your finance career and gain valuable experience in a thriving industry.
- Qualifications: Previous admin experience and some financial qualifications are essential.
- Other info: Potential to progress into an advisory role and work with top-tier clients.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a Financial Administrator for our clients based in the heart of London. You will be providing vital paraplanning and administration support to a team of wealth advisers. There is also the potential to progress into an Advisory role within the firm in the future, if that is something the candidate would want.
Responsibilities:
- Provide vital paraplanning support to the team of wealth advisers
- Research products, financial planning solutions and investment strategies
- Prepare recommendation reports for client meetings
- Provide a high level of technical support
- Assist advisers with client management
- Provide advisers and clients with technical reports and information
- Ensure high worth investment transactions are carried out accurately
Experience and qualifications:
- Previous administrative and paraplanning experience required
- Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate
- Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc)
- Experience of the Pension Switch market
- Experience of administration of IHT or Investment products
- Excellent IT skills and proficient in Microsoft Office
WEALTH ADMINISTRATOR (SJP) - LONDON in City of Westminster employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land WEALTH ADMINISTRATOR (SJP) - LONDON in City of Westminster
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work in wealth management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its advisers. Understand their approach to financial planning and be ready to discuss how your skills can support their team. We want you to shine!
✨Tip Number 3
Showcase your tech skills! Familiarise yourself with tools like Cashcalc and Salesforce, and be ready to demonstrate your proficiency during interviews. We know how important these systems are in the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you throughout the process, so don’t hesitate to reach out if you need help.
We think you need these skills to ace WEALTH ADMINISTRATOR (SJP) - LONDON in City of Westminster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Administrator role. Highlight your previous administrative and paraplanning experience, and don’t forget to mention any relevant qualifications like your CII exam results or Level 4 Financial Planning certificate.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial administration and how your skills align with what we’re looking for. Keep it concise but impactful!
Showcase Your Technical Skills: Since we value excellent IT skills, make sure to mention your proficiency in Microsoft Office and any experience with research systems like Cashcalc or Salesforce. This will show us you’re ready to hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it, plus you’ll get all the latest updates from us!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and paraplanning. Familiarise yourself with the major research systems mentioned in the job description, like Cashcalc and Salesforce. This will not only help you answer questions confidently but also show that you're proactive and well-prepared.
✨Showcase Your Experience
Be ready to discuss your previous administrative and paraplanning experience in detail. Prepare specific examples of how you've supported wealth advisers in the past, and highlight any relevant CII qualifications or Level 4 certifications you hold. This will demonstrate your capability and readiness for the role.
✨Prepare for Technical Questions
Expect technical questions related to investment strategies and pension switches. Brush up on current market trends and be prepared to discuss how you would approach client management and high-worth transactions. This shows that you’re not just knowledgeable but also engaged with the industry.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, potential career progression into advisory roles, or how they support their staff's professional development. This shows your interest in the company and helps you gauge if it’s the right fit for you.
