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For Companies At a Glance
- Tasks: Support financial advisers and deliver exceptional client service in wealth management.
- Company: Respected wealth management firm based in Bristol.
- Benefits: Flexible working hours, competitive salary, and a supportive team environment.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong client service skills.
- Other info: Opportunities for professional growth in a thriving industry.
The predicted salary is between 36000 - 60000 £ per year.
Wealth Management Administrator
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
Bristol | Financial Services | Full or Part Time
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...
Practice Manager in Bristol 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 Bristol
✨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 Wealth Management Administrator 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 values. When you apply through our website, take the time to understand what makes this wealth management firm tick. Tailor your responses to show how your experience aligns with their mission and client service ethos.
✨Tip Number 3
Practice your interview skills! Grab a mate and do some mock interviews focusing on common questions for financial services roles. This will help you feel more confident and articulate when discussing your experience supporting advisers and delivering excellent client service.
✨Tip Number 4
Follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s a great chance to reiterate why you’re the perfect fit for the Wealth Management Administrator position and keep you fresh in their minds.
We think you need these skills to ace Practice Manager in Bristol
Some tips for your application 🫡
Read the Job Description Carefully: Before you start your application, make sure to read through the job description thoroughly. We want to see that you understand what’s expected of you and how your experience aligns with the role.
Tailor Your CV: Don’t just send out the same CV for every job. We recommend tailoring your CV to highlight your relevant experience in financial services admin. Show us how your skills can support our advisers and enhance client service.
Craft a Personal Cover Letter: A personal touch goes a long way! Write a cover letter that reflects your personality and explains why you’re excited about this role. We love seeing genuine enthusiasm for the position and our company.
Apply Through Our Website: Make sure to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your financial services knowledge. Understand the key responsibilities of a Wealth Management Administrator and be ready to discuss how your previous experience aligns with these tasks.
✨Showcase Your Client Service Skills
Since this role involves delivering excellent client service, prepare examples from your past where you've gone above and beyond for clients. This will demonstrate your commitment to client satisfaction.
✨Prepare Questions
Interviews are a two-way street! Think of insightful questions to ask about the firm’s culture, team dynamics, and how they measure success in the role. This shows your genuine interest in the position.
✨Dress the Part
First impressions matter! Dress professionally to reflect the financial services industry. A smart appearance can boost your confidence and set a positive tone for the interview.
