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For Companies At a Glance
- Tasks: Support financial planners and deliver top-notch client service in wealth management.
- Company: Respected wealth management firm based in Bristol with a supportive team culture.
- Benefits: Competitive salary up to £35,000 and a stable work environment.
- Why this job: Join a well-established firm and make a difference in clients' financial journeys.
- Qualifications: Experience in wealth management or IFA administration with strong organisational skills.
- Other info: Enjoy a collaborative atmosphere with opportunities for professional growth.
The predicted salary is between 28000 - 42000 £ per year.
Burgh Recruitment is supporting a respected wealth management firm based in Bristol in their search for an experienced Wealth Management Administrator. This role is ideal for someone with financial services admin experience who enjoys supporting advisers and delivering excellent client service.
Key responsibilities:
- Providing administrative support to Financial Planners
- Processing new business, valuations, illustrations and policy changes
- Liaising with providers and platforms
- Preparing client review packs and documentation
- Maintaining accurate client and compliance records
Requirements:
- Previous experience in wealth management or IFA administration
- Strong organisational skills and attention to detail
- Confident communication skills
- Experience with back-office systems and platforms (desirable)
What's on offer:
- Stable, well-established firm
- Supportive team environment
- £35,000 depending on experience
Practice Manager in Bath employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager in Bath
✨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 hunt for a Practice Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they operate, so you can tailor your responses to show you're the perfect fit for their team. We want to see that you’re genuinely interested!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. This will help you articulate your experience in wealth management and demonstrate your organisational skills confidently.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Practice Manager in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Administrator role. Highlight your financial services admin experience and any relevant skills that match the job description. We want to see how you can support our advisers and deliver excellent client service!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that demonstrate your organisational skills and attention to detail, as these are key for this role.
Show Off Your Communication Skills: Since this role involves liaising with providers and preparing client documentation, make sure your written application reflects your confident communication skills. We love clear and concise writing, so keep it professional yet approachable!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our supportive team environment!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial services. Familiarise yourself with common terms and processes, as well as the specific services offered by the firm. This will show that you're genuinely interested and prepared.
✨Showcase Your Organisational Skills
Since strong organisational skills are a must for this role, be ready to discuss how you've managed multiple tasks in previous positions. Prepare examples that highlight your attention to detail and ability to prioritise effectively.
✨Practice Your Communication
Confident communication is key in this role. Consider practising common interview questions with a friend or in front of a mirror. Focus on articulating your thoughts clearly and concisely, especially when discussing your experience in client service.
✨Familiarise Yourself with Back-Office Systems
If you have experience with back-office systems and platforms, be prepared to discuss them in detail. If not, do a bit of research on popular systems used in wealth management. Showing that you're willing to learn can make a great impression!
