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- Tasks: Support financial advisers and clients with onboarding and investment administration.
- Company: Professional wealth management firm in Thames Ditton.
- Benefits: Competitive salary of £30,000-£35,000 and full-time hours.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong attention to detail required.
- Other info: Opportunity for growth in a supportive environment.
The predicted salary is between 30000 - 35000 £ per year.
A professional wealth management firm in Thames Ditton is looking for an experienced Financial Administrator. The successful candidate will support advisers and clients, assist in client onboarding and compliance processes, and manage investment administration.
Candidates should have experience in financial services, excellent attention to detail, and proficiency in Microsoft Office.
This is a full-time role offering a competitive salary of £30,000-£35,000, depending on experience.
Wealth Admin: Detail-Oriented Support for Advisors employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Admin: Detail-Oriented Support for Advisors
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. Sometimes, a friendly chat can lead to a hidden job opening.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance processes and investment administration. We want you to shine when discussing how your experience aligns with the role!
✨Tip Number 3
Showcase your attention to detail during the interview. Bring examples of how you've successfully managed complex tasks in previous roles. This will demonstrate that you’re the perfect fit for supporting advisers and clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Wealth Admin: Detail-Oriented Support for Advisors
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and showcases your attention to detail. We want to see how your skills align with the role of Wealth Admin, so don’t hold back on relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that relate to client onboarding and compliance processes, as these are key aspects of the job.
Showcase Your Microsoft Office Skills: Since proficiency in Microsoft Office is a must, make sure to mention any relevant software skills in your application. If you’ve used Excel for investment administration or Word for documentation, let us know!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge. Understand the basics of wealth management, client onboarding, and compliance processes. This will show that you're not just familiar with the role but genuinely interested in the industry.
✨Show Off Your Attention to Detail
Since this role requires excellent attention to detail, prepare examples from your past work where your meticulousness made a difference. Whether it was catching an error in a report or ensuring compliance, these stories will highlight your suitability for the position.
✨Master Microsoft Office
Proficiency in Microsoft Office is a must, so make sure you're comfortable with Excel, Word, and PowerPoint. Consider preparing a small project or presentation to demonstrate your skills during the interview. It’s a great way to showcase your abilities in a practical manner.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm and the role. Inquire about their approach to client onboarding or how they ensure compliance. This not only shows your interest but also helps you gauge if the company aligns with your career goals.
