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- Tasks: Support Financial Advisers to deliver top-notch financial planning experiences.
- Company: Established financial planning business in Southampton with a supportive culture.
- Benefits: Competitive salary, pension contributions, flexible working, and health benefits.
- Other info: Great opportunities for career growth and professional development.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Strong organisational skills and confidence in communication; finance experience is a plus.
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 Wolverhampton 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 Wolverhampton
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, 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 Wolverhampton
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: Even if you don’t have direct experience in financial services, highlight any transferable skills or experiences that demonstrate your ability to manage multiple tasks and work independently.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Cap Resourcing Ltd
✨Know Your Stuff
Before the interview, brush up on your knowledge of financial products like ISAs, pensions, and bonds. This will not only show your interest in the role but also help you answer questions confidently.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational abilities. Think of times when you managed multiple tasks or projects effectively, as this is crucial for the Adviser Support Administrator role.
✨Practice Your Communication
Since strong verbal and written communication is key, practice explaining complex financial concepts in simple terms. This will demonstrate your ability to communicate clearly with both clients and advisers.
✨Be Ready to Discuss Tech Skills
Familiarise yourself with Microsoft Office and any CRM systems you’ve used. Be prepared to discuss how you've used these tools in past roles, as being IT-literate is essential for this position.