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- Tasks: Support Financial Advisers with client prep and administrative tasks in a dynamic office environment.
- Company: Reputable recruitment firm focused on wealth management in Epsom.
- Benefits: Gain valuable experience in finance and develop essential organisational skills.
- Why this job: Join a supportive team and enhance your career in wealth management.
- Qualifications: Experience with CRM systems like Salesforce and strong attention to detail.
- Other info: Office-based role with opportunities for professional growth.
The predicted salary is between 30000 - 42000 £ per year.
A recruitment firm is actively searching for an experienced Financial Administrator to support Financial Advisers within their Wealth Management Practice in Epsom. This role will require handling comprehensive administrative tasks such as liaising with clients, managing the Letter of Authority process, and preparing for client meetings. The position is strictly office-based, and the ideal candidate should be adept at using CRM systems like Salesforce. Strong organizational skills and attention to detail are essential for success in this role.
Wealth Management Admin Pro: CRM & Client Prep in Epsom 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 Management Admin Pro: CRM & Client Prep in Epsom
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial administration and CRM systems. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills! When you get the chance to meet potential employers, bring examples of how you've successfully managed client communications or streamlined processes in previous roles. It’s all about demonstrating your value!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Plus, it’s super easy to navigate!
We think you need these skills to ace Wealth Management Admin Pro: CRM & Client Prep in Epsom
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial administration and your familiarity with CRM systems like Salesforce. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how your organisational skills can support our Financial Advisers. Let us know what makes you the perfect fit for our team.
Showcase Your Attention to Detail: In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their application is polished and professional.
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, it shows us you’re proactive and keen to join our team!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your CRM Inside Out
Since the role requires proficiency in CRM systems like Salesforce, make sure you brush up on your knowledge. Familiarise yourself with common features and functionalities, and be ready to discuss how you've used these tools in previous roles.
✨Demonstrate Your Organisational Skills
This position demands strong organisational skills. Prepare examples from your past experiences where you successfully managed multiple tasks or projects. Highlight how you prioritised your workload and maintained attention to detail.
✨Client Liaison Scenarios
Think of specific instances where you’ve effectively liaised with clients. Be prepared to share how you handled client queries or issues, showcasing your communication skills and ability to build rapport.
✨Prepare for Client Meeting Prep
Since you'll be preparing for client meetings, consider how you would approach this task. Bring ideas on how to streamline the preparation process and be ready to discuss how you ensure all necessary information is gathered and organised.
