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- Tasks: Support financial advisers with administrative tasks and client queries in a dynamic team.
- Company: Join a well-established Wealth Management firm known for ethical advice and exceptional client loyalty.
- Benefits: Enjoy hybrid working, bonuses, study support, and a clear career progression plan.
- Why this job: Be part of a growing practice that values collaboration and prioritises client satisfaction.
- Qualifications: Strong organisational skills, CRM knowledge, and excellent communication abilities required.
- Other info: This role offers a supportive culture where your contributions are essential to success.
The predicted salary is between 25000 - 30000 £ per year.
An excellent opportunity has arisen for a very well-established Wealth Management firm based near Chelmsford in Essex. Due to expansion and an internal promotion, they are now looking to take on a client Relationship Manager within their team and offer them a clear career path. This is an excellent opportunity for candidates wishing to expand their network, by joining a firm in an exciting growth phase within a highly collegiate and collaborative team.
My client has been providing high-quality financial and investment planning services to their clients for over 20 years. They really value their clients, providing them with non-jargon based and highly ethical advice, resulting in exceptional client loyalty. A testament to this is that they do not advertise for new business; it is all generated through referrals and recommendations from their existing clients. They equally value their staff, looking to provide them with careers rather than jobs and strive to constantly provide them with a friendly, supportive and nurturing working environment. They provide advice across pension, investments, protection and intergenerational financial planning along with trust and estate planning advice, across the Essex, Hertfordshire and central London region.
They are looking for a Financial Administrator that has:
- Strong organisational and administrative abilities with exceptional attention to detail
- Knowledge of CRM systems, ideally from a financial services setting
- Outstanding writing and verbal communication abilities with a client-focused, professional demeanour
- The capacity to successfully prioritise, manage several tasks, and cooperate with others in a team
- Proactive, flexible, and problem-solving orientated
Duties:
- Provide high level technical and administrative support to the Advisers
- Deal effectively with queries from clients and other parties
- Prepare files including compliance required documentation (Sign-up packs); review meeting packs; illustrations where applicable and supporting documentation
- Ensure that files are complete with all required client identification documentation and necessary application forms
- Progress applications with product providers, advisers, clients, and other third parties
- Book client appointments on behalf of the advisers when appropriate
- Assist the Case Manager with Letter of Authority’s with the client and third parties
This is a fantastic opportunity for a talented individual who is looking to join an established but growing practice with a supportive culture where the client always comes first and provide a fundamentally essential role in the business to ensure ongoing success.
If this Financial Administrator opportunity is of interest, please contact or send your CV to Sam at Financial Divisions.
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator (Private Wealth Management), Near Chelmsford, Hybrid, £25,000 - £30,000
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work in or around Chelmsford. Attend local finance-related events or webinars to meet potential colleagues and learn more about the industry.
✨Tip Number 2
Familiarise yourself with CRM systems commonly used in financial services. If you have access to any online tutorials or courses, take advantage of them to boost your knowledge and show your commitment to the role.
✨Tip Number 3
Prepare for the interview by practising your communication skills. Since the role requires outstanding verbal and written abilities, consider role-playing common client scenarios with a friend to enhance your confidence.
✨Tip Number 4
Research the company’s values and client approach. Understanding their emphasis on ethical advice and client loyalty will help you align your responses during the interview, demonstrating that you are a good fit for their culture.
We think you need these skills to ace Financial Administrator (Private Wealth Management), Near Chelmsford, Hybrid, £25,000 - £30,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your organisational and administrative skills, as well as your experience with CRM systems. Emphasise any relevant financial services background to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your outstanding writing and verbal communication abilities. Mention your client-focused approach and how you can contribute to the supportive culture of the firm.
Highlight Relevant Experience: In your application, detail any previous roles where you managed multiple tasks or worked in a team environment. Use specific examples to demonstrate your proactive and problem-solving orientation.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for the Financial Administrator role.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Organisational Skills
As a Financial Administrator, strong organisational abilities are crucial. Be prepared to discuss specific examples of how you've managed multiple tasks or projects in the past, highlighting your attention to detail and ability to prioritise effectively.
✨Demonstrate Client-Focused Communication
Outstanding communication skills are essential for this role. Practice articulating your thoughts clearly and professionally, and be ready to provide examples of how you've successfully handled client queries or built relationships in previous positions.
✨Familiarise Yourself with CRM Systems
Knowledge of CRM systems is a key requirement. If you have experience with specific platforms, mention them during the interview. If not, do some research on common CRM tools used in financial services to show your willingness to learn.
✨Emphasise Your Problem-Solving Abilities
The role requires a proactive and flexible approach to problem-solving. Prepare to discuss situations where you've encountered challenges and how you resolved them, demonstrating your ability to think critically and work collaboratively with others.
