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- Tasks: Support Finance Advisors by processing client applications and maintaining records.
- Company: Join a dynamic financial services firm in Wakefield, dedicated to client success.
- Benefits: Enjoy a competitive salary, bonuses, and opportunities for career growth.
- Why this job: Be part of a supportive team, gain valuable experience, and make a real impact.
- Qualifications: Strong understanding of FCA regulations and proficiency in Microsoft Office required.
- Other info: Ideal for motivated individuals looking to kickstart their career in finance.
The predicted salary is between 20000 - 28000 £ per year.
25,000 plus bonus Wakefield
Are you highly motivated looking to further your career in Financial Services? My client is seeking an experienced individual to support their Finance Advisors.
Duties of Wealth Management Administrator:
- Process new client applications and ensure all necessary paperwork is completed accurately and in accordance with FCA regulations.
- Maintain accurate and up-to-date client records.
- Liaise with third party providers to gather plan information.
- Conduct critical yield calculations and demonstrate a strong understanding of regulatory calculations.
- Liaise with clients to gather information and complete account administration tasks.
- Assist with processing client investment transactions, ensuring adherence to compliance procedures.
- Prepare reports and presentations for Financial Advisers.
- Manage client queries and resolve issues promptly and professionally.
- Maintain a strong understanding of current financial products and regulations.
- Contribute to the development and implementation of efficient administrative processes.
Essential:
- Have a strong understanding of financial services regulations (FCA).
- Are proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable learning new software programs.
- Possess excellent organisational and time management skills, with the ability to prioritise workload effectively.
- Demonstrate strong attention to detail and accuracy in all aspects of your work.
- Have excellent communication and interpersonal skills, both written and verbal.
- Are a team player with a positive and proactive attitude.
Wealth Management Administrator employer: CLD Recruitment
Contact Detail:
CLD Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator
✨Tip Number 1
Familiarise yourself with the FCA regulations and financial services landscape. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those in wealth management. Attend industry events or join relevant online forums to make connections that could lead to job opportunities.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel, as it’s crucial for managing client data and reports. Consider taking an online course if you feel you need a refresher.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle client queries and administrative tasks. Use examples from your past experience to showcase your problem-solving skills.
We think you need these skills to ace Wealth Management Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Wealth Management Administrator. Familiarise yourself with the key duties mentioned in the job description, such as processing client applications and maintaining accurate records.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services and administration. Emphasise your understanding of FCA regulations and any previous roles that required strong organisational skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and how your skills align with the requirements. Mention specific examples of your experience in managing client queries or preparing reports for financial advisers.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at CLD Recruitment
✨Know Your Regulations
Make sure you have a solid understanding of financial services regulations, particularly those set by the FCA. Be prepared to discuss how these regulations impact your work and how you ensure compliance in your previous roles.
✨Showcase Your Organisational Skills
As a Wealth Management Administrator, you'll need to manage multiple tasks efficiently. Prepare examples from your past experiences that demonstrate your organisational and time management skills, highlighting how you prioritised your workload.
✨Demonstrate Attention to Detail
Attention to detail is crucial in this role. Bring up specific instances where your meticulous nature helped avoid errors or improved processes. This will show your potential employer that you take accuracy seriously.
✨Prepare for Client Interaction Scenarios
Since you'll be liaising with clients and third-party providers, think of scenarios where you've successfully managed client queries or resolved issues. Practising these examples will help you convey your communication skills effectively during the interview.
