Wealth Management Administrator in Gloucester

Wealth Management Administrator in Gloucester

Gloucester Full-Time 36000 - 60000 £ / year (est.) No home office possible
B

At a Glance

  • Tasks: Support financial advisors and manage client accounts in a dynamic wealth management environment.
  • Company: Respected wealth management firm with a strong reputation in Cirencester.
  • Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
  • Why this job: Join a team that values your contributions and helps clients achieve their financial goals.
  • Qualifications: Experience in financial services administration and strong organisational skills.
  • Other info: Exciting career path with potential for advancement in the financial sector.

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.

Wealth Management Administrator in Gloucester employer: Burgh Recruitment Limited

Join a respected wealth management firm in Cirencester, where you will be part of a dynamic team that values collaboration and professional growth. With a strong commitment to employee development, we offer comprehensive training programmes and opportunities for career advancement, all within a supportive and inclusive work culture. Enjoy the unique advantage of working in a picturesque location that balances professional ambition with a vibrant community atmosphere.
B

Contact Detail:

Burgh Recruitment Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Management Administrator in Gloucester

✨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 lookout for opportunities. You never know who might have a lead on a Wealth Management Administrator role.

✨Tip Number 2

Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practising common interview questions can help you feel more confident when it’s time to shine.

✨Tip Number 3

Showcase your skills! When you get the chance to meet potential employers, be ready to discuss your financial services admin experience in detail. Highlight specific achievements that demonstrate your value as a Wealth Management Administrator.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of great opportunities listed, and applying directly can sometimes give you an edge. Plus, we’re here to support you every step of the way!

We think you need these skills to ace Wealth Management Administrator in Gloucester

Financial Services Administration
Wealth Management Knowledge
Client Relationship Management
Attention to Detail
Organisational Skills
Communication Skills
Problem-Solving Skills
Time Management
Data Entry Accuracy
Regulatory Compliance Knowledge

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in financial services administration. We want to see how your skills align with the Wealth Management Administrator role, so don’t be shy about showcasing your achievements!

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 your background makes you a perfect fit for the team. We love a personal touch, so let your personality come through!

Be Clear and Concise: When filling out your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point. This will help us understand your qualifications quickly and easily.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss any important updates. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at Burgh Recruitment Limited

✨Know Your Financial Services Basics

Brush up on your knowledge of financial services and wealth management. Be prepared to discuss key concepts, products, and regulations that are relevant to the role. This shows you’re not just a candidate but someone who understands the industry.

✨Showcase Your Admin Skills

Highlight your previous administrative experience in financial services. Bring examples of how you've managed client records, processed transactions, or supported financial advisors. Specific anecdotes can really make you stand out!

✨Prepare Questions for Them

Think of insightful questions to ask about the firm’s approach to wealth management or their client base. This demonstrates your genuine interest in the role and helps you assess if the company is the right fit for you.

✨Dress the Part

Make sure to dress professionally for the interview. A smart appearance reflects your seriousness about the position and aligns with the professional nature of the financial services industry.

Wealth Management Administrator in Gloucester
Burgh Recruitment Limited
Location: Gloucester

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

B
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>