Wealth Management Administrator

Wealth Management Administrator

Wilmslow Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a dynamic team and manage financial needs for clients.
  • Company: Be part of a friendly St. James's Place Partner Practice.
  • Benefits: Enjoy a competitive salary plus bonuses in a supportive environment.
  • Why this job: Make a real impact while working with professionals and business owners.
  • Qualifications: Looking for motivated individuals with strong administrative skills.
  • Other info: Full-time position located in Wilmslow, SK9.

The predicted salary is between 43200 - 72000 £ per year.

Wealth Management Administrator

Location: Wilmslow (SK9)

Salary: Highly Competitive + Bonus
Hours: Full time
An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. Jamess Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a great team…

Wealth Management Administrator employer: Burgh Recruitment Limited

At St. James's Place Partner Practice in Wilmslow, we pride ourselves on fostering a supportive and collaborative work environment where every team member is valued. With competitive salaries, performance bonuses, and ample opportunities for professional development, we empower our employees to grow their careers while making a meaningful impact in the lives of our clients. Join us and be part of a dynamic team dedicated to excellence in wealth management.
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Contact Detail:

Burgh Recruitment Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Management Administrator

✨Tip Number 1

Familiarize yourself with the financial services industry, especially wealth management. Understanding key concepts and terminology will help you engage in meaningful conversations during the interview.

✨Tip Number 2

Network with professionals in the wealth management field. Attend local finance-related events or join online forums to connect with people who can provide insights and potentially refer you to opportunities.

✨Tip Number 3

Research St. James's Place and their approach to client management. Being knowledgeable about their values and services will demonstrate your genuine interest in the role and the company.

✨Tip Number 4

Prepare for common interview questions specific to administrative roles in wealth management. Think about how your skills can contribute to the team and be ready to share relevant examples from your past experiences.

We think you need these skills to ace Wealth Management Administrator

Organizational Skills
Attention to Detail
Client Relationship Management
Financial Services Knowledge
Communication Skills
Time Management
Problem-Solving Skills
Proficiency in Microsoft Office Suite
Data Entry Accuracy
Confidentiality and Discretion
Team Collaboration
Adaptability
Customer Service Orientation

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Wealth Management Administrator position. Understand the key responsibilities and required skills to tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous administrative experience, particularly in financial services or wealth management. Use specific examples to demonstrate your skills and achievements.

Craft a Compelling Cover Letter: Write a personalized cover letter that reflects your enthusiasm for the role and the company. Mention why you are interested in working with St. James's Place and how you can contribute to their team.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in an administrative role.

How to prepare for a job interview at Burgh Recruitment Limited

✨Understand the Company Culture

Before your interview, take some time to research St. James's Place and their approach to wealth management. Understanding their values and how they serve their clients will help you align your answers with what they are looking for.

✨Highlight Relevant Experience

Be prepared to discuss your previous administrative roles and how they relate to wealth management. Share specific examples of how you've supported teams or managed client relationships in the past.

✨Showcase Your Communication Skills

As an Administrator, strong communication skills are essential. Be ready to demonstrate how you effectively communicate with clients and colleagues, both verbally and in writing.

✨Prepare Questions for Them

At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful questions about the team dynamics, company goals, and how success is measured in this role to show your genuine interest.

Wealth Management Administrator
Burgh Recruitment Limited
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