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For Companies At a Glance
- Tasks: Support Wealth Planners and manage client data with precision.
- Company: Join Colville Search, a boutique agency making waves in financial planning.
- Benefits: Enjoy a friendly team environment where your contributions truly matter.
- Why this job: Be part of a fast-paced team that values your ideas and makes a real impact.
- Qualifications: 2+ years admin experience in financial services and strong Excel skills required.
- Other info: This role is perfect for detail-oriented individuals looking to grow in finance.
The predicted salary is between 36000 - 60000 £ per year.
Wealth Planning Assistant – We Need Your Superpowers!
Location: London | Team: Wealth Planning
Are you a pro at organising, love a good spreadsheet, and want to make a real difference in the world of financial planning? We’re looking for a Wealth Planning Assistant to keep the advisory service running like clockwork!
What You’ll Be Doing:- Own admin tasks and keep client data spotless
- Support Wealth Planners with new and existing client cases
- Liaise with providers, chase paperwork, and manage applications
- Keep our CRM system up to date and squeaky clean
- Help improve how we work – your ideas are welcome!
- 2+ years of admin experience in financial services
- GCSEs in Maths & English (grade C or above)
- Excel skills and CRM confidence
- Detail-obsessed, self-motivated, and people-friendly
- Bonus points for financial planning qualifications
We’re a friendly, fast-paced team where your work matters. You’ll be supported, challenged, and part of something meaningful.
Team Assistant - Wealth Management employer: Colville Search Limited
Contact Detail:
Colville Search Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Assistant - Wealth Management
✨Tip Number 1
Familiarise yourself with the wealth management industry. Understanding the basics of financial planning and the role of a Wealth Planning Assistant will help you speak confidently about your interest in the position during any discussions.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with people who can provide insights into the role and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Brush up on your Excel skills, especially functions that are commonly used in financial analysis. Being able to demonstrate your proficiency in Excel during interviews can set you apart from other candidates.
✨Tip Number 4
Prepare examples of how you've improved processes in previous roles. Since the job description mentions that your ideas for improvement are welcome, having specific instances ready will show your proactive approach and problem-solving skills.
We think you need these skills to ace Team Assistant - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your admin experience in financial services, particularly any relevant roles where you've managed client data or supported financial planners. Use specific examples to demonstrate your skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your organisational skills and how you can contribute to keeping the advisory service running smoothly. Don't forget to include your Excel and CRM experience!
Showcase Your Attention to Detail: Since the role requires a detail-obsessed individual, provide examples in your application that showcase your meticulousness. This could be through past projects or tasks where accuracy was crucial.
Highlight Your Ideas for Improvement: The job description mentions that your ideas are welcome. In your application, briefly outline any suggestions you have for improving processes in a wealth planning context. This shows initiative and a proactive mindset.
How to prepare for a job interview at Colville Search Limited
✨Showcase Your Organisational Skills
As a Team Assistant in Wealth Management, your ability to organise is crucial. Be prepared to discuss specific examples of how you've successfully managed admin tasks and kept client data accurate in previous roles.
✨Demonstrate Your Excel Proficiency
Since Excel skills are essential for this position, be ready to talk about your experience with spreadsheets. You might even want to mention any advanced functions or tools you’ve used that could benefit the team.
✨Highlight Your Attention to Detail
This role requires a detail-obsessed mindset. During the interview, share instances where your attention to detail made a significant impact on a project or task, especially in financial services.
✨Be Ready to Share Improvement Ideas
The company values innovative thinking. Think of a few suggestions on how processes could be improved in wealth planning or administration, and be prepared to discuss them during your interview.
