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- Tasks: Support financial advisers by preparing client materials and managing action items.
- Company: Join a reputable Wealth Management firm known for exceptional financial planning services.
- Benefits: Enjoy a hybrid work model, competitive salary, bonuses, and excellent benefits.
- Why this job: This role offers growth in private wealth management with strong support for your professional goals.
- Qualifications: Must have at least one year of IFA/Private client administration experience.
- Other info: Opportunity to work with high net worth clients and contribute to impactful financial decisions.
The predicted salary is between 28000 - 34000 £ per year.
Salary: £28,000 – £34,000 (Bonus, Hybrid working & Excellent benefits) Our client is a well-known, reputable Wealth Management company that has a stellar reputation for providing top-notch financial planning and guidance to its broad clientele, which includes trusts, charities, and high net worth people. In order to ensure that their financial advisers are supported in providing first-rate financial advice and service to their large clientele, they are currently seeking applications from Financial Administrators with a minimum of one year of IFA/Private client administration experience in order to expand their support team. A gifted person has a great opportunity to advance in the field of private client wealth management and will receive the assistance they need to reach their professional objectives. Among the responsibilities of the Financial Administrator are (but are not restricted to): Putting together client meeting materials and handling action items after the meeting. Generating plan timelines and client portfolio summaries in a timely and accurate manner. Handling new business in accordance with corporate policies and legal specifications. Communicating with customers and providers, giving clients regular updates on the status of their advice. Assisting in the month-end data compilation. keeping activity/task lists in Intelligent Office and adhering to company strategies and policies for d…
Financial Administrator (Private Wealth Management), West End (London), £28,000 - £34,000, Hybrid employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator (Private Wealth Management), West End (London), £28,000 - £34,000, Hybrid
✨Tip Number 1
Familiarize yourself with the specific tools and software used in wealth management, such as Intelligent Office. Being able to demonstrate your proficiency in these systems during the interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the private wealth management sector. Attend industry events or join relevant online forums to connect with people who can provide insights or even refer you to opportunities within their firms.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning and wealth management. Showing that you are knowledgeable about current events in the industry can impress potential employers during your discussions.
✨Tip Number 4
Prepare to discuss your previous experience in IFA or private client administration in detail. Be ready to share specific examples of how you've successfully supported financial advisers and contributed to client satisfaction.
We think you need these skills to ace Financial Administrator (Private Wealth Management), West End (London), £28,000 - £34,000, Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in IFA/Private client administration. Use specific examples that demonstrate your skills in financial planning and client communication.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the role. Mention how your previous experience aligns with the responsibilities listed in the job description.
Highlight Relevant Skills: Emphasize skills such as attention to detail, organization, and communication. These are crucial for a Financial Administrator and should be evident in both your CV and cover letter.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as these can create a negative impression.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Make sure to highlight your previous experience in IFA or private client administration. Be ready to discuss specific examples of how you've supported financial advisers and contributed to client satisfaction.
✨Understand the Company
Research the wealth management company thoroughly. Familiarize yourself with their services, clientele, and reputation in the industry. This will help you tailor your answers and show genuine interest during the interview.
✨Prepare for Technical Questions
Expect questions related to financial planning and administration processes. Brush up on relevant regulations and best practices to demonstrate your knowledge and readiness for the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to client management and team dynamics. This shows your enthusiasm for the role and helps you assess if the company is the right fit for you.
