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- Tasks: Provide top-notch admin support to Wealth Planners and manage client queries.
- Company: Join a highly successful and expanding Wealth Management firm with a stellar reputation.
- Benefits: Gain valuable experience in Financial Services and develop your career in Wealth Management.
- Why this job: Kickstart your career in a dynamic environment focused on client success and wealth planning.
- Qualifications: 1-3 years in Financial Services admin or a recent graduate eager to learn.
- Other info: Opportunity to learn client systems and attend client meetings for hands-on experience.
The predicted salary is between 30000 - 42000 £ per year.
The Company: Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation.
The Role: This is a fantastic opportunity for an individual who has some Wealth Planning Administration or Client Services Administration experience and is keen to pursue a client administrative role within the Financial Services sector - a Wealth Management company. A recent graduate who can demonstrate an interest in Wealth Management would also be considered. The Financial Services Administrator role will suit a highly process-driven individual with 1-3 years experience in Financial Services Administration - ideally wealth management or financial planning. 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, Fund Switches and Transfer Instructions. 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 Intelligent Office.
The Candidate: 1-2 years minimum experience within a similar Administration or Client Admin support role within Financial Services, or a recent graduate interested to work with Wealth Planning. 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 a team player. Proficient in IT skills and competent in the use of MS Office software.
Financial Services Administrator , Wealth Management , Wellington employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator , Wealth Management , Wellington
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those in wealth management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to show genuine interest in their work and values. Tailor your answers to reflect how your experience aligns with their needs, especially in client administration.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on common questions related to wealth management and client services, so you're ready to impress when it counts.
✨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 and eager to join our team in the wealth management space.
We think you need these skills to ace Financial Services Administrator , Wealth Management , Wellington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight any relevant experience in Wealth Planning Administration or Client Services Administration, and don’t forget to showcase your attention to detail and ability to work under pressure.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in Wealth Management and how your skills align with the role. Be sure to mention any specific experiences that demonstrate your capability in administrative support.
Showcase Your IT Skills: Since proficiency in IT and MS Office is key for this role, make sure to highlight your technical skills. If you have experience with client systems like IntelligentOffice, definitely mention that as it could set you apart from other candidates.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at JJ Search Ltd
✨Know Your Wealth Management Basics
Before heading into the interview, brush up on your knowledge of wealth management and financial services. Understand key concepts and terminology that are relevant to the role. This will not only show your interest but also help you engage in meaningful conversations during the interview.
✨Showcase Your Administrative Skills
Be ready to discuss your previous experience in administration or client services. Prepare specific examples of how you've managed tasks like diary management, preparing paperwork, or handling client queries. Highlight your attention to detail and ability to work under pressure, as these are crucial for the role.
✨Demonstrate Your Team Spirit
Since this role involves working closely with Wealth Planners and clients, be prepared to talk about your teamwork experiences. Share instances where you collaborated effectively with others, managed conflicts, or contributed to a team goal. This will illustrate your interpersonal skills and fit within their team.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, the team you'll be working with, or the systems they use, like IntelligentOffice. This shows your genuine interest in the position and helps you assess if it's the right fit for you.