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- Tasks: Support financial planning and administration while working remotely.
- Company: A forward-thinking wealth management firm that values your growth.
- Benefits: Earn up to £35,000 plus bonuses, 25 days holiday, and more.
- Why this job: Gain valuable experience and choose your career path with full support.
- Qualifications: Experience as a financial planning administrator is essential.
- Other info: Enjoy a flexible remote work environment with opportunities for advancement.
The predicted salary is between 42000 - 49000 £ per year.
Decent pay, an opportunity to progress, support with exams - you’re not asking for much. So why does it all feel like such a battle to get where you are? It doesn’t have to be like that. There are businesses out there that take these things seriously. And we’re recruiting for one.
Here they’ll pay up to £35,000 for a senior administrator and that’s alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you’re getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you’ll have the support of the business with that, exams and a pathway to where you want to go. It’s something they’ve done before and they will do it again.
Please note that this is a remote working role.
HERE’S WHAT YOU’LL NEED:- Candidates MUST have experience of working as a financial planning administrator in a St James’s Place Partner Practice.
- You’ll have good attention to detail and a conscientious mindset.
Think it’s time you get the pay and pathway you deserve? Click apply and we will be in touch.
Wealth Management Associate - Remote 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 Wealth Management Associate - Remote in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management field, especially those who have experience with St James's Place. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech. We want you to shine, so practice common interview questions related to financial planning administration to show off your expertise.
✨Tip Number 3
Show your enthusiasm for growth! When discussing your career path, highlight your willingness to learn and take on new challenges. This will resonate with employers who value progression and support.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to help you every step of the way in landing that dream role.
We think you need these skills to ace Wealth Management Associate - Remote in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Associate role. Highlight your experience as a financial planning administrator and any relevant skills that match what we're looking for. This shows us you’re serious about the position!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your attention to detail and conscientious mindset, and how they align with our values at StudySmarter.
Showcase Your Progression Goals: We love candidates who are eager to learn and grow! In your application, share your career aspirations, whether it's moving into paraplanning or excelling as an administrator. This helps us see your potential within our company.
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the specific practices of St James's Place. Familiarise yourself with their values and how they operate, as this will show that you're genuinely interested in the role and the company.
✨Highlight Your Experience
Since candidates must have experience as a financial planning administrator, be ready to discuss your previous roles in detail. Prepare examples of how you've demonstrated attention to detail and a conscientious mindset in your work.
✨Show Your Ambition
This role offers a pathway for progression, so don’t shy away from discussing your career goals. Whether you want to advance into paraplanning or excel as an administrator, let them know how you see your future aligning with their support for professional development.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, support for exams, and opportunities for advancement. This not only shows your interest but also helps you determine if the company is the right fit for you.
