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- Tasks: Provide top-notch admin support to Wealth Planners and clients in a dynamic financial environment.
- Company: Join a highly successful and expanding Wealth Management firm with an excellent reputation.
- Benefits: Gain valuable experience, work in a supportive team, and enjoy career growth opportunities.
- Why this job: Kickstart your career in Financial Services and make a real impact in Wealth Management.
- Qualifications: 1-3 years of admin experience or a recent graduate eager to learn about Wealth Planning.
- Other info: Engage in client meetings and develop skills in industry-leading systems.
The predicted salary is between 30000 - 40000 £ 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.
Financial Services Administrator , Wealth Management , Wellington employer: JJ Search
Contact Detail:
JJ Search 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 take the initiative to connect directly with us.
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 process-driven skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Mention why you’re interested in Wealth Management and how your background makes you a great fit.
Showcase Your Skills: In your application, be sure to highlight your administrative skills, especially those related to managing diaries, handling client queries, and preparing paperwork. We want to see how you can support our Wealth Planners effectively!
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 get to know you better!
How to prepare for a job interview at JJ Search
✨Know Your Stuff
Make sure you brush up on the basics of Wealth Management and Financial Services. Understand key terms and processes, especially those related to client administration. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Experience
If you've got 1-3 years of experience in a similar role, be ready to discuss specific examples of your past work. Highlight any administrative tasks you've handled, like managing diaries or preparing paperwork. If you're a recent graduate, think about relevant projects or internships that demonstrate your skills.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and the specific responsibilities of the Financial Services Administrator role. This shows you're engaged and serious about the opportunity.
✨Practice Makes Perfect
Run through common interview questions with a friend or in front of the mirror. Focus on articulating your thoughts clearly and concisely. Practising will help you feel more at ease during the actual interview and allow you to present your best self.