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For Companies At a Glance
- Tasks: Support Directors and Financial Planners with administration tasks and client updates.
- Company: Join a dynamic Financial Planning practice in the heart of Mayfair.
- Benefits: Gain valuable experience in financial services with potential for training and development.
- Why this job: Be part of a collaborative team that values initiative and offers growth opportunities.
- Qualifications: Experience in financial services preferred; RO1 completion is a must.
- Other info: Ideal for those looking to kickstart their career in wealth management.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Financial Planning practice based in Mayfair that are looking for a Wealth Management Administrator to join their team. They are ideally looking for someone with some experience working within Financial Services . They also require the candidate to have completed RO1 or the willingness to complete within an agreed timescale.
Purpose
Purpose: To provide administration support to the Directors, Financial Planners and Client Relationship Managers.
Main Duties
• Process new and existing business as instructed by the relevant Director, Financial Planner or Client Relationship Manager (CRM).
• Keep the relevant individuals and/or clients updated, as and when required.
• Ensure the back-office systems and client records are maintained and accurate at all times.
• Adhere to the company handbook at all times.
• Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA).
Skills
Essential
Desirable
Experience
Essential
Desirable
Qualifications & Training
Essential
Desirable
Wealth Management Administrator employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator
✨Tip Number 1
Familiarise yourself with the key responsibilities of a Wealth Management Administrator. Understanding the specific tasks, such as processing new business and maintaining client records, will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in wealth management. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 3
Brush up on your knowledge of compliance requirements and regulations, particularly those set by the FCA. Being well-versed in these areas will show your commitment to adhering to industry standards.
✨Tip Number 4
If you haven't already, consider starting your RO1 qualification. Showing your willingness to complete this training can set you apart from other candidates and demonstrate your dedication to the role.
We think you need these skills to ace Wealth Management Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Financial Services. Emphasise any roles where you've provided administrative support, managed client relationships, or worked with financial planning tools.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Wealth Management Administrator role. Mention your willingness to complete the RO1 qualification and how your skills align with the job requirements.
Highlight Relevant Skills: Clearly outline your problem-solving abilities, communication skills, and proficiency in MS Office. If you have experience with Adviser Office, Curo, or XPLAN, make sure to mention it as it’s highly relevant.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Blakemore Recruitment
✨Show Your Financial Services Knowledge
Make sure to brush up on your understanding of financial services, especially the regulations and ethics covered in the CII R01 exam. Being able to discuss these topics confidently will demonstrate your commitment and readiness for the role.
✨Highlight Your Administrative Skills
Since the role involves providing administrative support, be prepared to discuss your experience with managing client records and using back-office systems. Share specific examples of how you've maintained accuracy and efficiency in previous roles.
✨Demonstrate Problem-Solving Abilities
Prepare to share instances where you've successfully solved problems or made decisions under pressure. This will showcase your ability to work independently and handle a busy workload, which is crucial for this position.
✨Communicate Clearly and Confidently
Excellent verbal and written communication skills are essential for liaising with colleagues and clients. Practice articulating your thoughts clearly and concisely, and consider preparing questions to ask during the interview to show your engagement.
