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- Tasks: Be the go-to person for client queries and manage the Wealth Management process.
- Company: Award-winning Wealth Management firm in the heart of London.
- Benefits: Generous salary, career development support, and a forward-thinking work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in Financial Planning and strong IT skills are essential.
- Other info: Great opportunity for professional growth in an innovative firm.
The predicted salary is between 36000 - 60000 £ per year.
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award-winning Wealth Management firm based in the City of London, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands-on approach to work, acting as the initial point of contact for client queries as well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first-class service is provided to internal and external parties. Your work will cover all aspects of the Wealth Management process.
Responsibilities
- Act as the initial point of contact for client queries and liaise with product providers.
- Manage and develop the administration and review process to ensure a first-class service for internal and external parties.
- Cover all aspects of the Wealth Management process.
Qualifications
- In-depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice.
- Ability to manage multiple tasks and demonstrate in-depth understanding of products and processes.
- Highly IT literate with experience of Financial Services systems and platforms.
- Excellent written and verbal communication skills and the ability to work using your own initiative.
- Progress with professional qualifications is preferred.
Benefits
This is an excellent role within a forward-thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
Senior Administrator – Wealth Management employer: Eden Resourcing
Contact Detail:
Eden Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator – Wealth Management
✨Tip Number 1
Network like a pro! Reach out to your connections in the Wealth Management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its services thoroughly. Be ready to discuss how your skills can help them deliver first-class service to their clients. Show them you’re not just another candidate, but the right fit!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the best choice for the position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior Administrator role. Plus, applying directly gives you a better shot at standing out from the crowd.
We think you need these skills to ace Senior Administrator – Wealth Management
Some tips for your application 🫡
Show Your Passion for Wealth Management: Make sure to highlight your enthusiasm for Wealth Management in your application. We want to see that you genuinely care about delivering the best outcomes for clients and advisors, so share any relevant experiences or insights that showcase this passion.
Tailor Your Application: Don’t just send a generic application! We recommend customising your CV and cover letter to reflect the specific skills and experiences that align with the role. Mention your understanding of the Financial Planning and Wealth Management process, as this is key for us.
Demonstrate Your Communication Skills: Since excellent written communication is crucial for this role, make sure your application is clear, concise, and free of errors. We want to see how well you can articulate your thoughts, so take your time to craft a polished application.
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process for us but also ensures that your application gets the attention it deserves. Plus, you’ll find all the details you need right there!
How to prepare for a job interview at Eden Resourcing
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of the Wealth Management process. Understand the key products and services offered, as well as current trends in the industry. This will help you answer questions confidently and show that you're genuinely interested in the field.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and product providers, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, especially in challenging situations. This will demonstrate your ability to handle client queries professionally.
✨Demonstrate Your Proactivity
Think of instances where you've taken the initiative in your past roles. Whether it was streamlining a process or resolving a client issue, be ready to share these examples. This will highlight your proactive approach, which is crucial for the Senior Administrator position.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the company's approach to Wealth Management and their future plans. This shows that you're not just interested in the job, but also in how you can contribute to their success.
