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- Tasks: Manage client queries and liaise with product providers for top-notch service.
- Company: Leading Wealth Management firm in Greater London with a focus on client satisfaction.
- Benefits: Generous package and exciting career development opportunities.
- Why this job: Join a dynamic team and enhance client experiences in Wealth Management.
- Qualifications: In-depth knowledge of financial planning and excellent communication skills.
- Other info: Proficiency in financial services systems is a plus.
The predicted salary is between 36000 - 60000 £ per year.
A leading Wealth Management firm in Greater London is searching for an Administration and Support professional to enhance their client service. The ideal candidate will manage client queries and liaise with product providers, ensuring high-quality service throughout the Wealth Management process.
This role requires in-depth knowledge of financial planning and excellent communication skills, along with proficiency in financial services systems. The firm offers a generous package and career development opportunities.
Wealth Management Admin & Client Services Lead employer: Eden Resourcing
Contact Detail:
Eden Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Admin & Client Services Lead
✨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 hunt for opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for those interviews by brushing up on your financial planning knowledge. We all know that confidence is key, so practice answering common questions and be ready to showcase your communication skills.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Use our website to find roles that excite you and tailor your approach to each one. Quality over quantity, folks!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. It’s a small gesture that can make a big difference in the competitive world of wealth management.
We think you need these skills to ace Wealth Management Admin & Client Services Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management sector. Highlight your experience in client services and any relevant financial planning knowledge. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you can enhance our client service. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Communication Skills: Since this role requires excellent communication, make sure to demonstrate this in your application. Whether it’s through clear language in your CV or a well-structured cover letter, we want to see that you can communicate effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Eden Resourcing
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning and the specific services offered by the firm. Being able to discuss these topics confidently will show that you're not just interested in the role, but that you understand the industry.
✨Practice Your Communication Skills
Since this role involves managing client queries, practice articulating your thoughts clearly and concisely. You might want to role-play common client scenarios with a friend to get comfortable with responding to various situations.
✨Familiarise Yourself with Financial Services Systems
Get to grips with the financial services systems commonly used in wealth management. If you know which systems the firm uses, mention them during the interview to demonstrate your preparedness and technical proficiency.
✨Prepare Questions for Them
Think of insightful questions to ask about the firm's approach to client service and their expectations for the role. This shows your genuine interest and helps you assess if the company is the right fit for you.
