Wealth Management: Financial Planning Admin Specialist

Wealth Management: Financial Planning Admin Specialist

Full-Time 30000 - 40000 £ / year (est.) No working from home possible
Artemis Recruitment Consultants Ltd

At a Glance

  • Tasks: Support financial planning by liaising with advisers, clients, and product providers.
  • Company: Join a dynamic team at Artemis Recruitment Consultants Ltd in North London.
  • Benefits: Full-time permanent role with opportunities for growth and development.
  • Other info: Attention to detail is crucial; knowledge of Curo is a plus.
  • Why this job: Be a key player in financial planning and make a difference for clients.
  • Qualifications: Five years of industry experience and strong communication skills required.

The predicted salary is between 30000 - 40000 £ per year.

Artemis Recruitment Consultants Ltd is seeking a talented individual to join their Financial Planning Support team for a full-time permanent role in North London. The successful candidate will act as a liaison between advisers, clients, and product providers while maintaining accurate electronic client files.

The role requires a minimum of five years relevant industry experience, excellent attention to detail, and strong communication skills. Knowledge of Curo (Microsoft Dynamics) is desirable but not essential.

Wealth Management: Financial Planning Admin Specialist employer: Artemis Recruitment Consultants Ltd

Artemis Recruitment Consultants Ltd is an exceptional employer, offering a dynamic work environment in North London that fosters collaboration and professional growth. With a strong emphasis on employee development, we provide comprehensive training and support, ensuring our team members thrive in their roles while enjoying a healthy work-life balance. Join us to be part of a forward-thinking company that values your contributions and encourages innovation in the financial planning sector.

Artemis Recruitment Consultants Ltd

Contact Details:

Artemis Recruitment Consultants Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Wealth Management: Financial Planning Admin Specialist

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. 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: Financial Planning Admin Specialist

Attention to Detail
Communication Skills
Client Liaison
Electronic File Management
Financial Planning Knowledge
Industry Experience
Curo (Microsoft Dynamics) Knowledge

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.

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'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

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.

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 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 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.