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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 and opportunities for professional development.
- 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 essential; strong IT and communication skills required.
- Other info: Ideal for proactive individuals looking to grow their career in a dynamic environment.
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 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. 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.
Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service.
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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 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 already working in Wealth Management. 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
Demonstrate your IT literacy by familiarising yourself with common Financial Services systems and platforms. If possible, gain hands-on experience with these tools, as this will set you apart from other candidates who may not have practical knowledge.
✨Tip Number 4
Prepare to discuss your experience managing multiple tasks effectively. Think of specific examples where you've successfully juggled various responsibilities, as this will highlight your organisational skills and ability to thrive in a fast-paced environment.
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 demonstrated your ability to manage client queries and liaise with product providers.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for Wealth Management. Mention specific examples of how you've delivered solutions for clients and advisors in previous roles.
Highlight IT Proficiency: Since the role requires high IT literacy, emphasise your experience with Financial Services systems and platforms. Include any relevant software or tools you are proficient in.
Showcase Communication Skills: Given the importance of excellent written and verbal communication skills, provide examples in your application where you've successfully communicated complex information to clients or colleagues.
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
Prepare to discuss your understanding of the Financial Planning and Wealth Management processes. Be ready to explain how your previous experience, particularly within an IFA practice, has equipped you with the necessary skills for this role.
✨Highlight Your IT Literacy
Since the role requires high IT literacy, be prepared to talk about your experience with Financial Services systems and platforms. Mention any specific software or tools you are proficient in that could benefit the firm.
✨Exhibit Strong Communication Skills
As you'll be the initial point of contact for client queries, it's crucial to showcase your excellent written and verbal communication skills. Practice articulating your thoughts clearly and confidently, as this will leave a positive impression on the interviewers.
