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- Tasks: Support Financial Advisers and ensure smooth back-office operations.
- Company: Dynamic wealth management practice focused on high-net-worth clients.
- Benefits: Competitive salary, supportive environment, and opportunities for professional growth.
- Why this job: Join a team that values your contributions and helps you grow in finance.
- Qualifications: Experience in financial services and strong knowledge of wealth management processes.
- Other info: Collaborative culture with a focus on delivering exceptional client service.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced financial services administrator looking to take the next step in a supportive and dynamic environment? Our growing wealth management practice, known for delivering high-quality advice to high-net-worth clients, is seeking a professional Administrator to provide comprehensive support to our Financial Advisers.
The ideal candidate will have:
- Strong knowledge of the wealth management process
- Experience using industry-standard software
- A background in a wealth management or financial services environment
Key Responsibilities:
- Ensuring the smooth and efficient running of the back office
- Working closely on a 1:1 basis with an adviser and collaborating with the wider team to deliver exceptional service
- Preparing documentation for client review meetings, including meeting packs, debrief notes, and follow-up actions
- Scheduling and coordinating client review meetings
- Managing and delivering client reviews in line with service level standards
- Producing standard documentation, such as SLs, CFRs, illustrations, calculations, and compliance paperwork, through to submission
About You:
A confident, professional, and numerate individual with a proactive, "can-do" attitude. Ideally experienced in wealth management.
Administrator - Wealth Management in Leighton Buzzard employer: Brevere Group
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Wealth Management in Leighton Buzzard
✨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. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their approach to wealth management and think about how your skills can contribute to their success. This will help you stand out as a candidate who truly gets it.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on showcasing your experience in the wealth management process and your ability to support Financial Advisers effectively.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for talented individuals like you to join our team. Make sure your application reflects your proactive attitude and relevant experience in the financial services environment.
We think you need these skills to ace Administrator - Wealth Management in Leighton Buzzard
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Administrator role in wealth management. Highlight your relevant experience and skills, especially those that align with the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences in financial services and how they relate to the responsibilities listed in the job description.
Showcase Your Software Skills: Since experience with industry-standard software is key, make sure to mention any relevant tools you've used in your previous roles. We love seeing candidates who are tech-savvy and can hit the ground running!
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, it shows us you’re keen on joining our dynamic team!
How to prepare for a job interview at Brevere Group
✨Know Your Wealth Management Basics
Brush up on your knowledge of the wealth management process. Be ready to discuss how you’ve applied this in previous roles, especially when it comes to supporting financial advisers. This shows you’re not just familiar with the terminology but can also contribute effectively.
✨Familiarise Yourself with Industry Software
Make sure you’re comfortable with the industry-standard software mentioned in the job description. If you’ve used similar tools before, be prepared to share specific examples of how you leveraged them to improve efficiency or client service.
✨Prepare for Client Interaction Scenarios
Think about how you would handle scheduling and coordinating client review meetings. Prepare examples of how you’ve managed client relationships in the past, focusing on your proactive approach and attention to detail.
✨Showcase Your Team Collaboration Skills
Since the role involves working closely with advisers and the wider team, be ready to discuss your experience in collaborative environments. Highlight instances where your teamwork led to successful outcomes, demonstrating your ability to contribute to a supportive atmosphere.
