Wealth Management Administrator

Wealth Management Administrator

Exeter Full-Time 25000 - 27000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team as a Wealth Management Administrator, handling key administrative functions.
  • Company: Element Recruitment is a professional services company focused on growth and training.
  • Benefits: Enjoy a competitive salary of £25,000 - £27,000 plus great benefits and clear progression.
  • Why this job: Perfect for entry-level candidates seeking a supportive environment to kickstart their career.
  • Qualifications: No prior experience needed; just bring a positive attitude and strong communication skills.
  • Other info: This role is office-based in Bath until training is completed.

The predicted salary is between 25000 - 27000 £ per year.

Would you like to work in a professional services company who offer fantastic training and a clear and achievable progression plan?

Element Recruitment is working with a professional services client, who is looking for aClient Administrator to join their team and grow with the business. This is a great opportunity for someone without any previous experience in this field to take their first steps into a future career.

Our client offers excellent training and progression

Graduates are suitable for this position

Salary range £25,000 – £27000+ great benefits

100% office based role until training / probation completed

Located in Bath

  • Ensuring all team administrative functions are processed accurately and efficiently
  • Ensuring team processes are reliable and effective
  • Taking ownership for team results
  • Communicating well with your team, department, and wider business
  • Taking ownership for resolving any issues that are presented
  • Taking part in wider department projects when opportunities arise

About you:

  • Positive \’can do\’ attitude
  • Great customer service skills
  • Excellent attention to detail and accuracy
  • Excellent interpersonal and written/verbal communication skills
  • The ability to multitask and working flexibly within a team.

Sound like you? Click \’apply now\’

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Wealth Management Administrator employer: Element Recruitment Ltd

Join a dynamic professional services company in Bath that prioritises employee development through exceptional training and a clear progression plan. With a supportive work culture and a focus on teamwork, this role as a Wealth Management Administrator offers a fantastic opportunity for growth, making it an ideal starting point for your career. Enjoy competitive salary packages and great benefits while being part of a collaborative environment that values your contributions.
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Contact Detail:

Element Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Management Administrator

✨Tip Number 1

Familiarise yourself with the wealth management industry. Understanding the basics of financial services and client administration will help you speak confidently about the role during interviews.

✨Tip Number 2

Network with professionals in the field. Attend local finance or business events in Bath, or connect with people on LinkedIn who work in wealth management to gain insights and potentially get referrals.

✨Tip Number 3

Prepare for common interview questions related to customer service and teamwork. Think of examples from your past experiences that demonstrate your positive attitude and ability to multitask.

✨Tip Number 4

Show enthusiasm for the training and progression opportunities offered. Be ready to discuss how you plan to grow within the company and contribute to team success.

We think you need these skills to ace Wealth Management Administrator

Customer Service Skills
Attention to Detail
Interpersonal Skills
Written and Verbal Communication Skills
Multitasking Ability
Teamwork
Problem-Solving Skills
Organisational Skills
Time Management
Adaptability
Positive Attitude
Proficiency in Office Software
Basic Financial Knowledge

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the role of a Wealth Management Administrator. Emphasise your attention to detail, customer service skills, and any experience working in a team.

Craft a Compelling Cover Letter: Write a cover letter that showcases your positive attitude and willingness to learn. Mention why you are interested in the position and how you can contribute to the team. Be sure to express enthusiasm for the training and progression opportunities.

Highlight Relevant Skills: In your application, specifically mention skills such as communication, multitasking, and problem-solving. Provide examples of how you've demonstrated these skills in previous roles or experiences, even if they are not directly related to wealth management.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.

How to prepare for a job interview at Element Recruitment Ltd

✨Show Your Enthusiasm

Make sure to express your excitement about the role and the company. A positive attitude can go a long way, especially in a client-facing position like this one.

✨Highlight Transferable Skills

Even if you don't have direct experience in wealth management, focus on skills that are relevant, such as customer service, attention to detail, and communication. Be ready to provide examples from previous experiences.

✨Prepare Questions

Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and helps you understand more about the company culture and progression opportunities.

✨Demonstrate Team Spirit

Since the role involves working closely with a team, be prepared to discuss how you work collaboratively. Share examples of how you've contributed to team success in the past.

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