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- Tasks: Support clients in wealth management and assist with administrative tasks.
- Company: Dynamic financial services firm based in Leeds, offering remote work.
- Benefits: Salary up to £35,000, discretionary bonus, 25 days holiday, and exam support.
- Why this job: Enjoy a clear progression path in a supportive environment while maintaining work-life balance.
- Qualifications: Strong organisational skills and a passion for finance.
- Other info: Fully remote role with opportunities for career advancement.
The predicted salary is between 28000 - 42000 £ per year.
A financial services firm in Leeds is looking for a Senior Administrator, offering a salary up to £35,000 along with a discretionary bonus and 25 days of holiday. This position allows for career advancement, whether you want to progress to paraplanning or excel in administration. Support for exams and skill development will be provided. This role is fully remote, catering to your work-life balance.
Remote Wealth Management Associate — Clear Progression Path in Leeds employer: Exchange Street Claims & Financial Services
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Wealth Management Associate — Clear Progression Path in Leeds
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for virtual interviews by practising common questions and having your tech sorted. We all know how awkward it can be when the video freezes, so make sure your setup is smooth and professional!
✨Tip Number 3
Show off your skills! If you've got relevant qualifications or experience, don’t hold back. Use examples from your past roles to demonstrate how you can add value to the team and help them achieve their goals.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive and eager to join our team. Don’t miss out on this opportunity!
We think you need these skills to ace Remote Wealth Management Associate — Clear Progression Path in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Wealth Management Associate role. Highlight any relevant financial services experience and don’t forget to mention your career aspirations!
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 see yourself growing within our team. Keep it personal and engaging!
Showcase Your Skills: We love seeing candidates who can demonstrate their skills in administration and paraplanning. If you’ve got any certifications or have taken relevant courses, make sure to include them in your application!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics relevant to wealth management. Understanding concepts like ROI, asset allocation, and risk management will show that you're serious about the role.
✨Showcase Your Admin Skills
Since this position involves a lot of administration, prepare examples of how you've successfully managed tasks in previous roles. Highlight your organisational skills and any tools you’ve used to streamline processes.
✨Express Your Career Goals
This role offers a clear progression path, so be sure to articulate your career aspirations during the interview. Discuss how you see yourself growing within the company, whether it’s moving into paraplanning or enhancing your administrative skills.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the support for exams or how the company fosters skill development. It shows your interest in the role and helps you gauge if it's the right fit for you.
