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- Tasks: Support financial advisers with admin tasks and client communications.
- Company: Join a successful Partner Practice of St. James's Place in Brighton.
- Benefits: Competitive salary up to £30,000, full-time hours, and a supportive team environment.
- Why this job: Be part of a growing practice and help clients achieve their financial goals.
- Qualifications: Strong organisational skills and a passion for finance.
- Other info: Opportunity for career growth in a dynamic wealth management setting.
The predicted salary is between 30000 - 30000 £ per year.
A very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting an Administrator to join their team. The Practice provides financial advice to local and national clients on a wide range of products including Pensions, Investments, Tax Planning and Protection, and have grown organically in the last 12 years with a very loyal client base.
Responsibilities
- Providing administrative support to the Adviser, supporting the day-to-day business operations within the Practice
- Diary management
- Arranging appointments
- Greeting clients ahead of their meeting with the Adviser
- Client communications by telephone and email
- Preparing letters, presentations, and reports
- Preparing all documentation for the Partners meetings
- Ensuring client information is recorded accurately on the back-office system and CRM System
- Gathering information for illustrations from product providers
- Drafting basic suitability reports for reviews, fund switches, simple investment/pension advice, and top-ups
- Preparing and sending out Letters of Authority to other financial organisations and follow-up
Wealth Management Administrator in Brighton employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator in Brighton
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector. You never know who might have a lead on a job or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute.
✨Tip Number 3
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. The more comfortable you are, the better you'll come across during the real deal.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Wealth Management Administrator role, so make sure you take advantage of everything we offer.
We think you need these skills to ace Wealth Management Administrator in Brighton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Administrator role. Highlight relevant experience and skills that match the job description, like diary management and client communications. We want to see how you can support our Advisers effectively!
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 great fit for our team. Keep it concise but engaging – we love a bit of personality!
Showcase Your Attention to Detail: As an Administrator, attention to detail is key. In your application, mention specific examples where you've demonstrated this skill, whether it's in preparing reports or managing client information. We appreciate candidates who take pride in their work!
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 get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Stuff
Make sure you understand the basics of wealth management and the specific services offered by the practice. Brush up on key terms like pensions, investments, and tax planning. This will show that you're genuinely interested and ready to contribute.
✨Showcase Your Organisational Skills
As an Administrator, you'll need to juggle multiple tasks. Prepare examples from your past experiences where you've successfully managed diaries, arranged appointments, or handled client communications. This will demonstrate your ability to thrive in a busy environment.
✨Practice Your Communication
Since you'll be interacting with clients and colleagues regularly, practice clear and professional communication. Consider role-playing common scenarios, like greeting clients or discussing financial products, to build your confidence.
✨Ask Insightful Questions
Prepare thoughtful questions about the practice and its approach to client relationships. This not only shows your interest but also helps you gauge if the company culture aligns with your values. Think about asking how they maintain their loyal client base or what tools they use for client management.