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- Tasks: Support clients and advisors in Wealth Management, managing queries and administration processes.
- Company: Join an award-winning Wealth Management firm focused on high-net-worth private clients.
- Benefits: Enjoy a competitive salary, career development support, and a dynamic work environment.
- Why this job: Be part of an innovative team dedicated to delivering exceptional client service and solutions.
- Qualifications: Experience in Financial Planning and Wealth Management is preferred; strong IT and communication skills required.
- Other info: Ideal for proactive individuals eager to grow in a forward-thinking company.
The predicted salary is between 43200 - 72000 £ per year.
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you.
Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands on approach to work, acting as the initial point of contact for client queries as 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. Your work will cover all aspects of the Wealth Management process.
The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred.
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.
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator - Wealth Management
✨Tip Number 1
Familiarise yourself with the latest trends and developments in Wealth Management. This will not only help you understand the industry better but also allow you to engage in meaningful conversations during interviews, showcasing your passion and knowledge.
✨Tip Number 2
Network with professionals in the Wealth Management sector. Attend industry events or join relevant online forums to connect with others in the field. This can lead to valuable insights and potentially even referrals for the position you're interested in.
✨Tip Number 3
Prepare to discuss specific examples of how you've delivered excellent client service in previous roles. Highlighting your proactive approach and problem-solving skills will demonstrate that you are well-suited for the hands-on nature of this position.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, services, and recent achievements. This knowledge will help you tailor your responses and show that you are genuinely interested in contributing to their success.
We think you need these skills to ace Senior Administrator - Wealth Management
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and required skills for the Senior Administrator position in Wealth Management. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: Emphasise your previous experience in administration and support within the financial services sector. Provide specific examples of how you've managed client queries and liaised with product providers to demonstrate your capability.
Showcase Communication Skills: Since excellent written and verbal communication skills are crucial for this role, ensure your CV and cover letter reflect your ability to communicate effectively. Use clear and concise language, and consider including examples of successful client interactions.
Tailor Your Application: Customise your CV and cover letter for this specific role. Mention your knowledge of Financial Planning and Wealth Management processes, and any relevant professional qualifications you are pursuing or have completed.
How to prepare for a job interview at Brevere Group
✨Show Your Passion for Wealth Management
Make sure to express your enthusiasm for Wealth Management during the interview. Share specific examples of how you've delivered excellent outcomes for clients in the past, as this will demonstrate your commitment to the field.
✨Demonstrate Your Knowledge of Financial Planning
Be prepared to discuss your understanding of the Financial Planning and Wealth Management process. Highlight any relevant experience you've gained within an IFA practice, as this will show that you have the necessary background for the role.
✨Highlight Your IT Literacy
Since the role requires high IT literacy, be ready to talk about your experience with Financial Services systems and platforms. Mention specific tools or software you've used and how they contributed to your efficiency in previous roles.
✨Prepare for Client Interaction Scenarios
As the initial point of contact for client queries, it's crucial to showcase your communication skills. Prepare for potential scenarios where you might need to handle client inquiries, demonstrating your ability to provide first-class service.
