At a Glance
- Tasks: Support financial advisers and clients with exceptional service and organisation.
- Company: Join a well-established firm known for its collaborative culture and strong values.
- Benefits: Competitive salary, pension, wellness resources, and personal development support.
- Other info: Enjoy a supportive environment with opportunities for growth and wellbeing initiatives.
- Why this job: Be part of a dynamic team making a real impact in wealth management.
- Qualifications: Organised, detail-focused, with strong communication skills and admin experience.
The predicted salary is between 28800 - 48000 € per year.
If the following job requirements and experience match your skills, please ensure you apply promptly.
Your new company
You will be joining a well‑established, independent professional services firm that has grown significantly over recent years. The organisation supports a wide range of clients across multiple sectors and is known for its strong values, collaborative culture, and commitment to developing its people. With a supportive environment, smaller team structures, and a focus on personal relationships, the firm places great importance on training, progression, and delivering high‑quality client service.
Your new role
As a Wealth Management Administrator, you will play a key role in supporting financial advisers and paraplanners to ensure clients receive an exceptional service. This is a fast‑paced, structured role ideal for someone who enjoys organisation, problem‑solving, and building strong working relationships.
- Act as a primary point of contact for client queries and ongoing service needs
- Prepare and issue review packs, valuations, fact finds, and meeting documentation
- Process new business applications across pensions and investments
- Liaise with product providers to obtain information and track application progress
- Maintain accurate client records and ensure all documentation meets compliance standards
- Support advisers and paraplanners with workflow, information gathering, and meeting preparation
- Manage diaries, schedule client review meetings, and coordinate administrative tasks
What you will need to succeed
To be successful in this highly visible role, you will have:
- Highly organised, methodical, and detail‑focused
- Strong communication skills and a proactive, positive attitude
- Ability to manage multiple tasks and work well under pressure
- Enjoys working collaboratively within a team
- Experience in administrative or financial services roles is essential
- Familiarity with financial planning systems and provider platforms is beneficial
- Confident using Microsoft Office applications
- Understanding of financial products is helpful, though full training will be provided
What you will get in return
- Competitive salary
- Workplace pension and life cover
- Access to an Employee Assistance Programme, including virtual GP services
- Discounts through employee reward platforms
- Access to wellbeing and fitness resources
- Regular one‑to‑one meetings to support personal development
- Client and staff referral bonuses
- Opportunities to participate in wellbeing or ESG‑focused groups
- A supportive, friendly working environment within a strong team culture
If you are interested in this role, click 'apply now' to forward an up-to‑date copy of your CV, or call us now. If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Wealth Management Administrator in Enfield Town employer: Hays
Join a well-established, independent professional services firm that prioritises strong values and a collaborative culture. With a focus on employee development, you will benefit from a supportive environment, training opportunities, and a commitment to delivering high-quality client service. This role offers a chance to thrive in a smaller team structure, where your contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Administrator in Enfield Town
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a Wealth Management Administrator role.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this firm prides itself on collaboration and personal relationships, think of examples from your past experiences that showcase your teamwork and communication skills.
✨Tip Number 3
Practice your problem-solving skills! In a fast-paced role like this, being able to demonstrate how you handle challenges is key. Think of scenarios where you've successfully managed multiple tasks under pressure.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Wealth Management Administrator in Enfield Town
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your organisational skills and any relevant experience in financial services to catch our eye!
Craft a Compelling Cover Letter:Use your cover letter to showcase your personality and enthusiasm for the role. Tell us why you’re excited about joining our team and how you can contribute to our collaborative culture.
Be Clear and Concise:When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, so avoid jargon and focus on what makes you a great fit for the Wealth Management Administrator role.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Hays
✨Know Your Stuff
Make sure you brush up on financial products and services relevant to the role. Familiarity with financial planning systems and provider platforms will give you an edge, so do a bit of research and be ready to discuss how they work.
✨Show Off Your Organisation Skills
As a Wealth Management Administrator, being organised is key. Prepare examples from your past experiences where you've successfully managed multiple tasks or projects. This will demonstrate your ability to thrive in a fast-paced environment.
✨Communicate Like a Pro
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and confidently. You might even want to prepare some questions to ask during the interview to show your proactive attitude and interest in the company.
✨Emphasise Teamwork
This role involves collaborating closely with advisers and paraplanners. Be ready to share examples of how you've worked effectively in a team before. Highlighting your ability to build strong working relationships will resonate well with the interviewers.
