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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 with a supportive team culture.
- Benefits: Competitive salary, hybrid working options, and a stable work environment.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Experience in wealth management and strong organisational skills required.
- Other info: Opportunity for growth in a well-established firm.
The predicted salary is between 36000 - 60000 £ per year.
Burgh Recruitment is working with a respected wealth management firm in Cirencester that is looking to hire an experienced Wealth Management Administrator. This role is ideal for someone with financial services admin experience (ideally for a St. James's Place Partner Practice) 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 (ideally for a St. James's Place Partner Practice)
- 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
- Competitive salary depending on experience
- Hybrid working pattern available
Wealth Management Administrator in Fairford employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator in Fairford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with wealth management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of wealth management and the specific services offered by firms like St. James's Place. We want you to impress them with your understanding of their business!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects in previous roles. This will highlight your ability to support advisers effectively.
✨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 are proactive about their job search.
We think you need these skills to ace Wealth Management Administrator in Fairford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management, especially if you've worked with a St. James's Place Partner Practice. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you can support advisers effectively. We love seeing genuine enthusiasm for the role, so let your personality come through.
Showcase Your Organisational Skills: Since this role requires strong organisational skills, make sure to mention any specific examples where you've successfully managed multiple tasks or projects. We appreciate candidates who can demonstrate their ability to keep things running smoothly!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
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, especially if you've worked with a St. James's Place Partner Practice before. Familiarise yourself with the specific services they offer and be ready to discuss how your experience aligns with their needs.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past work where you successfully managed multiple tasks or projects. Highlight how you maintained accuracy in client records and compliance documentation.
✨Practice Your Communication
Confident communication is key in this role. Consider doing mock interviews with a friend or family member to practice articulating your thoughts clearly. Be prepared to explain complex financial concepts in simple terms, as you'll need to liaise with both clients and providers.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to client service or how they support their advisers. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
