Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Be the go-to person for client queries and manage the administration process.
- Company: Join an award-winning Wealth Management firm focused on high-net-worth clients.
- Benefits: Enjoy a competitive salary and support for your professional development.
- Why this job: Work in a dynamic environment that values innovation and client satisfaction.
- Qualifications: Experience in Financial Planning and strong IT skills are essential.
- Other info: Ideal for proactive individuals looking to make a real impact.
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.
Senior Administrator - Wealth Management employer: Brevere Group
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 in Wealth Management. Understanding current market conditions and client needs will help you 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 potential referrals for the position.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved client service or streamlined processes in previous roles. Being able to demonstrate your proactive approach will set you apart from other candidates.
✨Tip Number 4
Research the company’s values and recent achievements. Tailoring your conversation to align with their mission and demonstrating your enthusiasm for their innovative approach will make a strong impression during the interview.
We think you need these skills to ace Senior Administrator - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Wealth Management and Administration. Focus on relevant roles where you've managed client queries and liaised with product providers, showcasing your ability to deliver first-class service.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for Wealth Management. Discuss how your skills align with the job requirements, particularly your understanding of Financial Planning processes and your proactive approach to client service.
Showcase Your IT Skills: Since the role requires high IT literacy, mention specific Financial Services systems and platforms you are familiar with. Provide examples of how you've used technology to improve processes or enhance client interactions.
Highlight Professional Development: If you're pursuing professional qualifications, be sure to mention this in your application. It shows your commitment to the field and your desire to grow within the Wealth Management sector.
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 helped you manage tasks effectively.
✨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.
