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- Tasks: Support Financial Advisers and ensure clients receive top-notch financial planning.
- Company: Established financial planning business with a supportive team culture.
- Benefits: Competitive salary, pension contributions, flexible working, and medical benefits.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Strong organisational skills and confidence in communication; no prior experience needed.
- Other info: Great opportunities for career growth and professional development.
The predicted salary is between 28800 - 43200 £ per year.
CAP Resourcing is proud to be working with a well-established financial planning business in Southampton who are looking to appoint an Adviser Support Administrator to join their growing team. This is a key support role, working closely with Financial Advisers to ensure clients receive a professional, compliant and personable financial planning experience.
To be successful in this role, you will be:
- Highly organised with strong attention to detail
- Confident in written and verbal communication
- Comfortable working independently and as part of a team
- Able to manage multiple tasks and varying workloads
- IT-literate with solid Microsoft Office skills
Desirable (but not essential):
- Experience within a financial services environment
- Knowledge of investment products such as ISAs, pensions and bonds
- Experience using CRM systems and investment platforms
- Willingness to work towards a regulatory qualification (no qualifications required initially)
What’s on Offer:
- Competitive salary
- Contributory pension (5% employee / 5% employer)
- 20 days holiday plus bank holidays (rising to 25 with service)
- Group medical benefits
- Death in service (4x salary)
- Permanent health insurance
- Flexible working arrangements
If you’re looking to develop a long-term career within financial services in a supportive, professional environment, we’d love to hear from you.
Wealth Management Administrator in Portsmouth employer: Cap Resourcing Ltd
Contact Detail:
Cap Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator in Portsmouth
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work in wealth management. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨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 to their team.
✨Tip Number 3
Practice your communication skills! Since this role involves working closely with Financial Advisers, being able to articulate your thoughts clearly will set you apart. Consider mock interviews with friends or family.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Wealth Management Administrator in Portsmouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Administrator role. Highlight your organisational skills and attention to detail, as these are key for supporting Financial Advisers.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you’re excited about the opportunity to work in financial services with us.
Showcase Relevant Experience: If you have any experience in financial services or knowledge of investment products, make sure to mention it! Even if it’s not essential, it can give you an edge over other candidates.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates!
How to prepare for a job interview at Cap Resourcing Ltd
✨Know Your Financial Products
Brush up on your knowledge of investment products like ISAs, pensions, and bonds. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Organisational Skills
Prepare examples from your past experiences where you demonstrated strong organisational skills. Think about times when you managed multiple tasks or worked under pressure, as this is crucial for the Adviser Support Administrator role.
✨Practice Your Communication
Since the role involves working closely with Financial Advisers and clients, practice articulating your thoughts clearly. You might want to do a mock interview with a friend to get comfortable with both written and verbal communication.
✨Familiarise Yourself with CRM Systems
If you have experience with CRM systems or investment platforms, be ready to discuss it. If not, do a bit of research on common tools used in financial services to show your willingness to learn and adapt.