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For Companies At a Glance
- Tasks: Deliver exceptional service to visitors and support office administration across two locations.
- Company: Boutique wealth planner known for integrity and client-focused advice.
- Benefits: Competitive salary, discretionary bonus, and a full benefits package.
- Other info: Diverse and inclusive workplace with opportunities for growth.
- Why this job: Kickstart your career in Wealth Management with hands-on experience and training.
- Qualifications: Quick learner with strong communication skills and a desire to excel.
The predicted salary is between 25000 - 27000 £ per year.
About the Company
My client is a boutique wealth planner, asset manager and employee benefits specialist. As they are independent, this allows them to provide objective advice that is aligned to client’s best interests, delivered by teams steeped in financial services knowledge and experience. They have built their company on integrity and trust, because doing what is right for clients is best for their business. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent, and knowledgeable advice, and a commitment to providing service and support of the highest quality.
About the Role
They are now looking for an entry-level Receptionist & Administrator to work across both their London & Weybridge sites that wants to get their foot in the door within the Wealth Management industry!
Responsibilities
- The primary focus of this role is the delivery of an exceptional level of service to all visitors to both offices, both internal and external.
- The London office is the flagship office for client meetings, as well as a hot-desking environment for staff, who are typically working in a hybrid/flexible way.
- The Weybridge office is not just the registered address but the foundation of the company. This is where the IT environment is based as is the Accounts department and other critical business functions.
- Reception and office administration duties are at the heart of the role, providing support and cover for receptionists at each site.
- Running alongside these duties is the CRM data role. Full training will be provided as the use of a computerised Client Relationship Management system is bespoke to each firm that operates it.
Qualifications
The ideal candidate for this role will be someone who can learn quickly, manage a busy workload, operate autonomously when required, and deliver an exceptional client experience for both internal (employees and partners) and external clients.
Required Skills
- You will be able to demonstrate productivity and self-motivation.
- Excellent client relationship management and communication skills.
- An ability to multi-task.
- A desire to take on projects.
Pay range and compensation package
The role is paying £25-27k plus a discretionary bonus usually around 7.5%, and including a full benefits package.
Equal Opportunity Statement
They are committed to diversity and inclusivity.
Entry-Level Wealth Management Receptionist / Administrator in Dartford employer: J A McGlynn
Contact Detail:
J A McGlynn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Entry-Level Wealth Management Receptionist / Administrator in Dartford
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management industry on LinkedIn or at local events. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you understand their commitment to integrity and client service – it’ll make you stand out!
✨Tip Number 3
Practice your communication skills. As a receptionist and administrator, you'll need to be clear and confident. Role-play with a friend to nail those tricky questions.
✨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 that extra step.
We think you need these skills to ace Entry-Level Wealth Management Receptionist / Administrator in Dartford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role of a Receptionist & Administrator. Highlight any customer service experience or administrative skills you have, as these will be key in making a great first impression.
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the wealth management industry and why you want to work with our client. Be genuine and let your personality come through – we love seeing that!
Showcase Your Communication Skills: Since this role involves a lot of interaction with clients and colleagues, make sure your written application showcases your communication skills. Keep your language clear and professional, but don’t be afraid to let your friendly tone show through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at J A McGlynn
✨Know the Company Inside Out
Before your interview, take some time to research the company’s values and mission. Since they pride themselves on integrity and trust, be ready to discuss how you align with these principles and why they matter in the wealth management industry.
✨Showcase Your Communication Skills
As a Receptionist & Administrator, excellent communication is key. Prepare examples of how you've effectively communicated in previous roles or situations. This could be through handling client inquiries or collaborating with team members.
✨Demonstrate Your Multi-Tasking Ability
In this role, you'll need to juggle various tasks. Think of specific instances where you've successfully managed multiple responsibilities at once. Highlighting your organisational skills will show that you're ready for the busy environment.
✨Express Your Willingness to Learn
Since full training will be provided, emphasise your eagerness to learn and adapt. Share any past experiences where you quickly picked up new skills or technologies, especially if they relate to client relationship management systems.