Find a job 
Featured Companies 
Featured Universities 
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 and multitasking skills.
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 Worcester 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 Worcester
✨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, you'll be the face of the company, so being articulate and friendly is key. Role-play with a friend to boost your confidence!
✨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 Entry-Level Wealth Management Receptionist / Administrator in Worcester
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 thoroughly. Understand their values, mission, and the services they offer. This will not only help you answer questions more effectively but also show that you're genuinely interested in being part of their team.
✨Showcase Your Communication Skills
As a Receptionist & Administrator, communication is key. During the interview, practice clear and confident communication. Be prepared to discuss how you've handled client interactions in the past, even if it's from previous roles or experiences. This will demonstrate your ability to provide exceptional service.
✨Demonstrate Your Multi-Tasking Ability
In this role, you'll need to juggle various tasks. Prepare examples of times when you've successfully managed multiple responsibilities at once. This could be from work, school, or even personal projects. Highlighting your organisational skills will make you stand out.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, training opportunities, or what a typical day looks like in the role. This shows your enthusiasm and helps you determine if the company is the right fit for you.