Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support high-net-worth clients with administrative tasks in a dynamic financial environment.
- Company: Join a leading wealth management firm in London with a collaborative team.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Make a real difference by providing top-notch support to affluent clients.
- Qualifications: 3+ years in a fast-paced financial role with strong organisational skills.
- Other info: Flexible, proactive environment with a focus on personal development.
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 transfer packs, Lifeplans, meeting packs, and other client documentation to company standards
- Prepare Voyant and Analytics reports, including inputting client data, running scenarios, and producing fund and performance analysis
- Submit new business cases, fund switches, and obtain product valuations
- Confirm receipt of client funds and communicate updates to clients
- Undertake ad hoc tasks as required to support advisers and the wider team
What you will bring:
- Minimum 3 years’ experience in a fast-paced financial assistant or support role
- Experience supporting high-net-worth clients with a high level of service
- Highly organised, able to manage multiple priorities and deadlines
- Strong attention to detail and accuracy
- Excellent communication skills, professional, discrete, and emotionally intelligent
- Resilient, accountable, and self-motivated
- Flexible and adaptable with a proactive mindset
- Willingness to complete all required training and product exams
Wealth Management Assistant employer: Indesure Recruitment
Contact Detail:
Indesure Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Assistant
✨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
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your experience aligns with their needs, especially when it comes to supporting high-net-worth clients.
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of client interaction, being able to articulate your thoughts clearly and professionally will set you apart from the competition.
✨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 are proactive about their job search.
We think you need these skills to ace Wealth Management Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience in supporting high-net-worth clients and any relevant financial roles you've had. 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 background makes you a perfect fit for this role. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Organisational Skills: Since this role requires managing multiple priorities, give examples in your application of how you've successfully juggled tasks in the past. Whether it's managing diaries or preparing reports, we want to know how you keep everything on track!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Indesure Recruitment
✨Know Your Stuff
Make sure you brush up on the company’s background and the specifics of the Wealth Management Assistant role. Understand the key responsibilities, especially around client communications and Salesforce usage, so you can speak confidently about how your experience aligns with their needs.
✨Showcase Your Organisational Skills
Since this role requires managing multiple priorities, be ready to share examples of how you've successfully juggled tasks in previous positions. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your organisational prowess.
✨Demonstrate Emotional Intelligence
High-net-worth clients expect a high level of service, so it’s crucial to show that you can handle sensitive situations with discretion and professionalism. Prepare scenarios where you’ve navigated challenging client interactions or maintained confidentiality to illustrate your emotional intelligence.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the role and the team. Inquire about the tools they use for client management or how success is measured in the position. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
