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- 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 development.
- Benefits: Competitive salary, career progression opportunities, and supportive team environment.
- Why this job: Kickstart your finance career and gain valuable experience in a thriving industry.
- Qualifications: Previous admin experience and Level 4 Financial Planning qualification preferred.
- Other info: Potential for future advisory roles and ongoing support throughout your career journey.
The predicted salary is between 28800 - 48000 £ 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 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 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 help you every step of the way, so don’t hesitate to reach out if you need guidance.
We think you need these skills to ace WEALTH ADMINISTRATOR (SJP) - LONDON in 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 the role and how your skills align with what we’re looking for. Be sure to mention your familiarity with research systems and your experience in the Pension Switch market.
Showcase Your Technical Skills: Since this role requires excellent IT skills, make sure to highlight your proficiency in Microsoft Office and any other relevant software. If you’ve used tools like Cashcalc or Salesforce, give us the details!
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 get back to you quickly. Plus, we’re here to support you every step of the way!
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. Being able to discuss these confidently will show that you're ready to hit the ground running.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your administrative and paraplanning experience. Think about times when you provided technical support or prepared recommendation reports. This will help demonstrate your capability to handle the responsibilities of the role.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare some thoughtful questions about the team dynamics, the advisory role progression, or the types of clients you'll be working with. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Dress the Part
Since this is a role in the financial sector, make sure to dress professionally. A smart appearance can boost your confidence and create a positive first impression. Remember, you want to convey that you take the opportunity seriously!
