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For Companies At a Glance
- Tasks: Support Wealth Planners with admin tasks and client queries in a dynamic environment.
- Company: Join a reputable and expanding Wealth Management firm based in Worcester.
- Benefits: Enjoy a full-time role with opportunities for growth and learning in finance.
- Why this job: Gain valuable experience in financial services while working in a supportive team culture.
- Qualifications: 1-2 years in administration; strong attention to detail and IT skills required.
- Other info: Opportunity to learn client systems like Xplan and Voyant.
The predicted salary is between 28800 - 43200 £ per year.
This range is provided by JJ SEARCH LIMITED. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
The Company:
Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation – with a regional office based in Worcester.
The Role:
This is a fantastic opportunity for an individual who has some office Administration or Client Services Administration experience who is keen to pursue a client administrative role within the Financial Services sector – a Wealth Management company.
The Financial Services Administrator role will suit a highly process driven individual with 1-3 years’ experience in Team Administration, (this can be from Asset Management, Private Wealth, Investment Banking, Professional Services, Insurance). Some experience working with client systems would be useful.
The Financial Services Administrator will provide a high level of administrative support to a team of Wealth Planners and their clients, preparing new account paperwork and Letters of Authority for signing.
The Financial Services Administrator will manage the team diary, room bookings, outlook invitations and invitations to client events.
The Financial Services Administrator will manage Client queries and attend client meetings on occasion to take notes and follow up on actions.
The Financial Services Administrator will also have the opportunity to learn the client systems including Xplan and Voyant.
The Candidate:
1-2 years’ minimum experience within a similar Administration or Client Admin support role – any industry.
A real interest to work in the wealth management sector.
Excellent attention to detail, and capable of working to fixed deadlines in a fast-paced environment.
Well-developed interpersonal skills, and team player
Proficient in IT Skills and competent in the use of MS Office software
Seniority level
- Not Applicable
Employment type
- Full-time
Job function
- Finance, Administrative, and Customer Service
Industries
- Investment Management, Financial Services, and Investment Banking
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Financial Services Administrator , Wealth Management Firm employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator , Wealth Management Firm
✨Tip Number 1
Familiarise yourself with the financial services sector, particularly wealth management. Understanding the basics of investment products and client relationship management will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the industry. Attend local finance or wealth management events in Worcester to meet potential colleagues and learn more about the company culture at the firm you're applying to.
✨Tip Number 3
Brush up on your IT skills, especially with MS Office and any client management systems like Xplan or Voyant. Being able to demonstrate proficiency in these tools can give you an edge over other candidates.
✨Tip Number 4
Prepare for behavioural interview questions by reflecting on your past experiences in administration roles. Think of specific examples where you've demonstrated attention to detail and teamwork, as these are key qualities for the role.
We think you need these skills to ace Financial Services Administrator , Wealth Management Firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration or client services. Emphasise any roles where you managed diaries, prepared paperwork, or dealt with client queries, as these are key aspects of the Financial Services Administrator role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interest in the wealth management sector. Mention specific skills that align with the job description, such as attention to detail and proficiency in MS Office, and explain how your previous experience makes you a great fit for the role.
Highlight Relevant Experience: In your application, clearly outline any experience you have in financial services or similar industries. If you've worked with client systems or in fast-paced environments, make sure to include those details to demonstrate your suitability for the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Financial Services Administrator role.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Show Your Interest in Wealth Management
Make sure to express your genuine interest in the wealth management sector during the interview. Research the company and its services beforehand, and be ready to discuss why you want to work in this field specifically.
✨Highlight Relevant Experience
Prepare to talk about your previous administrative roles, especially any experience related to client services or financial services. Use specific examples to demonstrate how your skills align with the requirements of the Financial Services Administrator position.
✨Demonstrate Attention to Detail
Since the role requires excellent attention to detail, be prepared to discuss how you ensure accuracy in your work. You might want to share examples of how you've successfully managed tasks that required precision and thoroughness.
✨Prepare for Client Interaction Scenarios
As the role involves managing client queries and attending meetings, think about potential scenarios you might face. Be ready to discuss how you would handle difficult client situations or follow up on actions effectively.
