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- Tasks: Support high-net-worth clients by managing diaries, emails, and client communications.
- Company: Join a dynamic wealth management team in London with a hybrid work model.
- Benefits: Enjoy a competitive salary and flexible working arrangements.
- Why this job: Make a real impact in the financial world while developing your skills.
- Qualifications: Experience in administration and strong communication skills are essential.
- Other info: This is a 12-month fixed-term contract with great career growth potential.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced assistant with a passion for supporting high-net-worth clients in a fast-paced financial environment? We are recruiting a Wealth Management Assistant to join a high-performing team providing comprehensive administrative and business support. This is a hybrid role, working from home on Mondays and Fridays, based in London.
What you will do:
- Manage diaries, emails, and client communications, including booking meetings and following up on actions.
- Maintain accurate records of client meetings and notes using Salesforce.
- Manage client actions and tasks via Salesforce.
- Prepare reports and documentation as required.
Wealth Management Assistant in London employer: Indesure Recruitment
Contact Detail:
Indesure Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Assistant in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a Wealth Management Assistant role. You never know who might have the inside scoop on an opportunity.
✨Tip Number 2
Practice makes perfect! Before any interviews, do some mock sessions with friends or family. Focus on common questions related to client management and Salesforce, so you can showcase your skills confidently.
✨Tip Number 3
Dress to impress! Even if it's a virtual interview, make sure you look the part. A smart outfit can boost your confidence and show that you're serious about the role.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows initiative and gives us a chance to get to know you better right from the start.
We think you need these skills to ace Wealth Management Assistant in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in supporting high-net-worth clients and showcases your administrative skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your skills align with the role. Let us know what makes you the perfect fit!
Showcase Your Organisational Skills: As a Wealth Management Assistant, you'll need to juggle multiple tasks. In your application, give examples of how you've successfully managed diaries, emails, and client communications in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Indesure Recruitment
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and the specific responsibilities of a Wealth Management Assistant. Brush up on Salesforce, as it’s mentioned in the job description. Being able to discuss how you’ve used similar tools or managed client communications will show you’re ready for the role.
✨Showcase Your Organisational Skills
Since this role involves managing diaries and client communications, be prepared to share examples of how you've successfully organised tasks in previous positions. Think about specific situations where your organisational skills made a difference, and be ready to discuss them in detail.
✨Demonstrate Client Focus
High-net-worth clients require a unique level of service. During the interview, highlight your experience in providing exceptional support to clients. Share stories that illustrate your ability to handle sensitive information and maintain professionalism, especially in a fast-paced environment.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! This shows your interest in the role and the company. Consider asking about the team dynamics, the types of clients you’ll be working with, or how success is measured in this position. It’s a great way to demonstrate your enthusiasm and commitment.
