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- Tasks: Deliver first-class service to clients and manage varied administrative tasks.
- Company: Innovative boutique Wealth Management firm in London.
- Benefits: Generous salary package and support for skill development.
- Why this job: Join a forward-thinking team and make a real impact in Wealth Management.
- Qualifications: Knowledge of Wealth Management, excellent communication skills, and IT literacy.
- Other info: Professional environment with opportunities for career growth.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Our client, an innovative boutique Wealth Management firm, is looking to expand their offering to a rage of Individual and Corporate Clients. A new role is available for a skilled Administrator to join their team in London
Working as part of a close knit and professional team, your role will be to deliver a first class service to clients and colleagues. Your role will be varied and requires a well organised and practical individual. The team focuses on delivering bespoke solutions to Private and Corporate Clients. As such, your work will focus on Individual Wealth Management including Retirement, Investment and Protection planning as well as Corporate Schemes including GPPs, PHI, DIS and Critical Illness cover as well as specialist Insurance Schemes such as Keyman. You will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties.
The successful candidate will have in depth knowledge and understanding of the Wealth Management and Employee Benefits process, allied to broad technical knowledge covering all areas of Pensions, Investments and Group Risk cover. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload.
This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients.
In return, you will receive a generous basic package and the support to develop your skills and further your career.If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest.
Sales Support Administrator, Administration, Employee Benefits, Financial Services, Corporate Benefits, New Business, Client Service, Pensions, Group Risk
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Administrator - Private Client and Employee Benefits employer: Brevere Group
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Private Client and Employee Benefits
✨Tip Number 1
Network like a pro! Reach out to your connections in the Wealth Management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its services. Understand their approach to client management and be ready to discuss how your skills can enhance their bespoke solutions. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills! Since this role requires excellent verbal and written abilities, consider doing mock interviews with friends or family. Get comfortable discussing your experience in Wealth Management and Employee Benefits.
✨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 the initiative to engage directly with us.
We think you need these skills to ace Administrator - Private Client and Employee Benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Administrator in Wealth Management. Highlight your experience with client service, administration, and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Communication Skills: Since excellent written and verbal communication is key for this role, make sure your application reflects that. Check for clarity, grammar, and spelling. We want to see that you can communicate effectively right from the start!
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 the role. Plus, you’ll find all the info you need about us and the position there!
How to prepare for a job interview at Brevere Group
✨Know Your Stuff
Make sure you brush up on your knowledge of Wealth Management and Employee Benefits. Familiarise yourself with key terms like GPPs, PHI, and Critical Illness cover. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since the role requires a well-organised individual, be prepared to discuss how you manage your workload. Share specific examples of how you've successfully juggled multiple tasks or projects in the past. This will demonstrate your ability to thrive in a varied environment.
✨Communicate Clearly
Excellent written and verbal communication skills are a must for this position. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview, as this shows your engagement and interest in the company.
✨Emphasise Teamwork and Initiative
The role involves working both independently and as part of a team. Be ready to share examples of how you've successfully collaborated with others, as well as times when you've taken the initiative to solve problems. This balance is key to showing you're the right fit for their close-knit team.