Wealth Financial Administrator - London
Wealth Financial Administrator - London

Wealth Financial Administrator - London

London Entry level 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist clients and support the team in delivering top-notch financial services.
  • Company: Join a reputable SJP firm in London, known for its supportive culture.
  • Benefits: Enjoy professional development support, a friendly team, and a positive work environment.
  • Why this job: Kickstart your career in finance with growth opportunities and a fun, collaborative atmosphere.
  • Qualifications: No prior experience needed; just bring your ambition and great communication skills.
  • Other info: Ideal for graduates eager to make an impact in the financial planning industry.

The predicted salary is between 28800 - 48000 £ per year.

We are working with a reputable SJP firm in London looking to take on a Financial Administrator. This is an entry level role ideally suited to a graduate that would like to build a career in the Financial Planning industry with the opportunity to grow in a supportive environment.

Responsibilities:

  • Deliver a first-class experience to existing clients that are a mix of city professionals and entrepreneurs
  • Deliver workflow proactively to maximise the team’s output and results
  • Proactively drive the team forward by promoting efficient collaborative working
  • Assist the team day to day in a structured way of working and make use of technology to enhance productivity
  • Work to engage and develop strong relationships with existing clients and target audience
  • Report regularly to colleagues on the team’s overall engagement
  • Contribute to team strategy and promote a fun working environment
  • Ensure tone, personality, and messaging is consistent and within guidelines while being respectful and fun

Personal Qualities:

  • You are a driven and ambitious individual who’s looking to build their career at a high-performing private client company
  • A resourceful person with excellent attention to detail
  • You are a curious, proactive and collaborative person who has a willingness to start conversations, get stuck in and thrive in a continuous improvement culture
  • Naturally personable, a great communicator, and passionate about doing a great job whilst enjoying day-to-day working life

Experience & Skills:

  • Experience in financial services desired, but not necessary
  • Excellent numeracy and literacy, with an understanding of social media
  • Ability to understand data and make use of it effectively
  • Strong organisational skills with excellent attention to detail and a self-starter
  • Confident communicator, independent thinker with a passion for collaboration and the ability to work independently and as part of a team.

What’s in it for you:

  • Opportunity to join a growing, award-winning team of professionals
  • Work with a naturally friendly team of highly motivated ambitious people
  • Be in an environment where you have an impact
  • Support to complete professional qualifications

Wealth Financial Administrator - London employer: Artemis Recruitment Consultants

Join a dynamic and supportive team in the heart of London, where your career as a Wealth Financial Administrator can truly flourish. Our company prides itself on fostering a collaborative work culture that encourages personal growth and professional development, offering you the chance to gain valuable experience while working with a diverse clientele of city professionals and entrepreneurs. With a commitment to excellence and a fun, engaging environment, we provide the perfect platform for ambitious individuals eager to make a meaningful impact in the financial planning industry.
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Contact Detail:

Artemis Recruitment Consultants Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Financial Administrator - London

✨Tip Number 1

Network with professionals in the financial services industry, especially those who work in wealth management. Attend local events or join online forums to connect with individuals who can provide insights and potentially refer you to opportunities at firms like ours.

✨Tip Number 2

Familiarise yourself with the latest trends in financial planning and wealth management. This knowledge will not only help you stand out during interviews but also demonstrate your genuine interest in the field and your commitment to continuous learning.

✨Tip Number 3

Showcase your organisational skills by volunteering for projects or initiatives that require teamwork and collaboration. Highlighting these experiences can illustrate your ability to contribute positively to our team environment.

✨Tip Number 4

Prepare thoughtful questions about our company culture and the role during your interview. This shows your enthusiasm for the position and helps you assess if we are the right fit for your career aspirations.

We think you need these skills to ace Wealth Financial Administrator - London

Excellent Numeracy and Literacy
Attention to Detail
Strong Organisational Skills
Proactive Communication
Client Relationship Management
Data Analysis
Team Collaboration
Self-Starter Attitude
Understanding of Financial Services
Adaptability
Problem-Solving Skills
Familiarity with Social Media
Continuous Improvement Mindset

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the responsibilities of a Financial Administrator. Emphasise any experience in financial services, even if it's minimal, and showcase your organisational skills and attention to detail.

Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention your ambition to build a career in financial planning and how your personal qualities make you a great fit for their team culture.

Highlight Soft Skills: In your application, focus on soft skills such as communication, collaboration, and proactivity. These are crucial for the role, so provide examples of how you've demonstrated these qualities in past experiences.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is essential for this position.

How to prepare for a job interview at Artemis Recruitment Consultants

✨Show Your Enthusiasm for Financial Planning

Make sure to express your genuine interest in the financial planning industry. Talk about why you want to build a career in this field and how you can contribute to the team's success.

✨Demonstrate Attention to Detail

Since the role requires excellent attention to detail, prepare examples from your past experiences where you successfully managed tasks that required precision. This will show that you understand the importance of accuracy in financial administration.

✨Highlight Your Communication Skills

As a Financial Administrator, you'll need to engage with clients and colleagues effectively. Be ready to discuss how you've successfully communicated in previous roles or projects, showcasing your personable nature.

✨Prepare Questions About Team Collaboration

Since the job emphasises teamwork and collaboration, come prepared with questions about how the team works together. This shows your proactive attitude and willingness to contribute to a positive working environment.

Wealth Financial Administrator - London
Artemis Recruitment Consultants
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