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For Companies At a Glance
- Tasks: Support Financial Planners, onboard clients, and manage queries in a dynamic environment.
- Company: Leading wealth management firm in Southampton with a focus on growth.
- Benefits: Hybrid work, structured training, and diverse benefits for personal and professional development.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Previous administrative experience in wealth management and strong communication skills.
- Other info: Great opportunity for career advancement in a thriving industry.
The predicted salary is between 30000 - 42000 £ per year.
A leading wealth management firm in Southampton is seeking a Client Administrator to join their Financial Planning team. The role includes providing administrative support to Financial Planners, onboarding clients, managing queries, and maintaining client records.
Candidates should possess previous administrative experience in wealth management, strong client service ethics, and communication skills. This is a hybrid position with a focus on personal and professional growth, alongside a structured training program and access to diverse benefits.
Client Administrator - Wealth Planning Support (Hybrid) in Southampton employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator - Wealth Planning Support (Hybrid) in Southampton
✨Tip Number 1
Network like a pro! Reach out to current or former employees in the wealth management sector. They can give you insider info about the company culture and maybe even refer you for the role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of wealth management. Familiarise yourself with common client queries and how to handle them. This will show you're ready to jump in and support the Financial Planners.
✨Tip Number 3
Showcase your communication skills! During interviews, be clear and concise. Use examples from your previous experience to demonstrate how you've successfully managed client relationships and administrative tasks.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Client Administrator - Wealth Planning Support (Hybrid) in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous administrative experience in wealth management. We want to see how your skills align with the role, so don’t be shy about showcasing your client service ethics and communication skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining our Financial Planning team and how you can contribute to our success. Keep it personal and engaging – we love a good story!
Showcase Your Attention to Detail: As a Client Administrator, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about our company culture and benefits while you’re at it!
How to prepare for a job interview at Evelyn Partners
✨Know Your Wealth Management Basics
Before the interview, brush up on your knowledge of wealth management principles. Understand the key services offered by the firm and be ready to discuss how your previous administrative experience aligns with their needs.
✨Showcase Your Client Service Skills
Prepare examples that highlight your strong client service ethics. Think of specific situations where you went above and beyond for a client, as this will demonstrate your commitment to excellent service in the role.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Practice responding to potential client queries or administrative challenges, showcasing your ability to think on your feet and provide effective solutions.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared about the team dynamics, training opportunities, and growth within the company. This shows your genuine interest in the role and helps you gauge if it’s the right fit for you.
