At a Glance
- Tasks: Support Financial Planners and ensure smooth client experiences with administrative tasks.
- Company: Growing financial planning business in West Bridgford with a friendly culture.
- Benefits: 25 days' holiday, private medical insurance, and professional development support.
- Other info: Fully office-based for the first year, offering a dynamic work environment.
- Why this job: Kickstart your career in wealth management with full training and clear progression opportunities.
- Qualifications: Previous admin or client service experience; organised, detail-focused, and eager to learn.
The predicted salary is between 27000 - 33000 £ per year.
We're looking for a friendly, organised and ambitious Administrator / Client Services to join a growing financial planning business in West Bridgford.
This is a great opportunity for someone with previous administration or client service experience who wants to develop a long-term career in financial services . No previous wealth management experience is required - full training and support towards professional qualifications will be provided.
What you'll be doing
Working closely with two Financial Planners, you'll play an important role in keeping the team and client experience running smoothly. Your responsibilities will include:
- Providing day-to-day administrative support.
- Keeping client records and systems accurate and up to date.
- Preparing meeting packs, valuations and client paperwork.
- Processing new business and tracking applications.
- Handling telephone and email enquiries.
- Welcoming clients and supporting front-of-house.
- Managing post and general office administration.
- Supporting compliance and internal processes.
What we're looking for
You’ll ideally have previous experience in administration, client services or a professional office environment.
We're looking for someone who is organised, detail-focused and confident communicating with people.
You’ll also need good IT skills, a professional telephone manner and, most importantly, a positive attitude and willingness to learn.
What's on offer?
Alongside a salary you’ll receive a strong benefits package including
- 25 days' holiday + bank holidays, increasing with service.
- Private medical insurance.
- 4x salary death-in-service cover.
- Income protection.
- Employer-matched pension.
- Enhanced sick, maternity and paternity benefits.
- Annual salary review.
- Paid volunteering day.
- Employee benefits and rewards platform.
- Opportunities to receive shares through the Employee Benefit Trust.
- Full training and support towards professional qualifications.
The opportunity
This isn't just an administration role - it's an opportunity to learn, develop and build a career in financial planning and wealth management, with clear progression opportunities as you gain experience.
If you're organised, personable and ready to take the next step in your career, we'd love to hear from you.
Please note: this role is fully office-based for at least the first year.
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Junior Wealth Management Administrator employer: Brevere Group
Join an award-winning Wealth Management firm in London, where your expertise as a Senior Paraplanner will be valued and nurtured. With a strong commitment to professional development, you will work alongside like-minded professionals in a culture that prioritises excellence and bespoke client service. Enjoy the benefits of a supportive environment that encourages innovation and offers opportunities for growth within a respected team dedicated to high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Wealth Management Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Brevere Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Junior Wealth Management Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Brevere Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Brevere Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Brevere Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Brevere Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Brevere Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Brevere Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
