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- Tasks: Support a busy admin team and manage client communications.
- Company: Join a leading Wealth Management firm with a strong reputation.
- Benefits: Enjoy an 8% pension, BUPA healthcare, and free parking.
- Why this job: Kickstart your career in Wealth Management with training and development opportunities.
- Qualifications: GCSE English & Maths (Grade C/4 or above) and Microsoft Office skills required.
- Other info: Full-time role with potential for professional qualifications.
Location: Meriden
Salary: £25,000 - £27,000 (DOE)
Hours: Full-time
Benefits: 8% pension contribution, BUPA private healthcare (after probation), free parking
Join a Leading Wealth Management Firm!
Are you looking to start a career in Wealth Management? This is a fantastic opportunity to join a well-established Financial Planning firm as a Junior Wealth Administrator. You’ll play a vital role in supporting a busy administration team while developing skills to set you up for long-term success in the industry.
What You’ll Be Doing:
- Supporting a busy administration team with day-to-day tasks
- Managing diaries for Financial Planners and updating client details
- Liaising with clients and providers to ensure smooth processing of financial services
- Preparing client review packs and dealing with post-meeting actions
- Handling new business processing, Letters of Authority, and Suitability Letters
- Answering calls, greeting clients, and managing incoming/outgoing correspondence
What We’re Looking For:
- Strong organisation and multitasking skills
- Excellent written and verbal communication
- Attention to detail and ability to work in a fast-paced environment
- A proactive and flexible approach
- Ability to work independently and as part of a team
What You’ll Need:
- GCSE English & Maths (Grade C/4 or above)
- Proficiency in Microsoft Office and willingness to learn industry software
Why Join Us?
- Training & career development opportunities, including potential professional qualifications
- Competitive salary & benefits package
- Work alongside experienced professionals in a collaborative environment
If you’re looking for a role with long-term career potential in Wealth Management, we’d love to hear from you.
Junior administrator employer: Freedom Recruitment Capital
Contact Detail:
Freedom Recruitment Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior administrator
✨Tip Number 1
Familiarise yourself with the wealth management industry. Research current trends, key players, and common practices to demonstrate your interest and knowledge during interviews.
✨Tip Number 2
Network with professionals in the field. Attend industry events or connect with people on LinkedIn to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Prepare for common interview questions specific to administrative roles in finance. Practice articulating how your skills align with the responsibilities listed in the job description.
✨Tip Number 4
Showcase your organisational skills through examples from previous experiences. Be ready to discuss how you've managed multiple tasks effectively, as this is crucial for the role.
We think you need these skills to ace Junior administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Junior Wealth Administrator role. Emphasise your organisation, multitasking abilities, and any experience in customer service or administration.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the wealth management industry. Mention specific reasons why you want to work for this firm and how your skills can contribute to their success.
Highlight Relevant Qualifications: Clearly state your GCSE qualifications in English and Maths, as well as your proficiency in Microsoft Office. If you have any additional certifications or training related to finance or administration, be sure to include those.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for the role.
How to prepare for a job interview at Freedom Recruitment Capital
✨Showcase Your Organisation Skills
As a Junior Wealth Administrator, you'll need to demonstrate strong organisation and multitasking abilities. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously.
✨Communicate Clearly
Excellent written and verbal communication is crucial in this role. Practice articulating your thoughts clearly and concisely, and be ready to discuss how you've effectively communicated with clients or team members in the past.
✨Demonstrate Attention to Detail
Attention to detail is key in financial administration. Be prepared to discuss specific instances where your attention to detail made a difference, such as catching an error or ensuring accuracy in documentation.
✨Express Your Willingness to Learn
The firm values a proactive approach and a willingness to learn new software. Highlight your eagerness to develop your skills and adapt to new tools, showcasing any relevant training or self-study you've undertaken.
