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- Tasks: Support wealth advisors with admin duties and ensure top-notch client service.
- Company: Reputable Wealth Management firm with a supportive team environment.
- Benefits: Career progression opportunities and a dynamic work atmosphere.
- Why this job: Join a fast-paced role where your organisational skills make a real difference.
- Qualifications: Experience in a similar role and familiarity with investments required.
- Other info: Email your CV to our talent team or sign up for job alerts!
The predicted salary is between 36000 - 60000 £ per year.
We have a fantastic opportunity for an Administrator / Senior Administrator to join a reputable Wealth Management firm!
Responsibilities
- Working within a small team, you will provide administrative support to one or more wealth advisors with day to day administration duties ensuring that an excellent level of client service is provided.
- You will be involved in a variety of tasks including but not limited to new business processing, CDD checks, reviewing and updating client data, scheduling valuations and sending out reports to clients and meeting preparation for advisers amongst other tasks.
Qualifications
- Applicants must have demonstrable experience in a similar role, ideally supported by a relevant professional qualification.
- You will need to be familiar with investments and possess a detail-focused, organised and client-centric approach with the ability to multi-task in a fast-paced environment.
This is a great new role which offers career progression and support!
How to apply
We have new opportunities every day, sometimes every hour! We aim to get them live ASAP, but this isn’t always possible during busy times, why not email your CV to our amazing talent team at hello@select.je, or sign up to our job alerts, to make sure you never miss out.
Wealth Administrator / Senior Administrator in London employer: jobs.jerseyeveningpost.com-job boards
Contact Detail:
jobs.jerseyeveningpost.com-job boards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator / Senior Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the hunt for a role. Sometimes, it's all about who you know, and a friendly nudge can lead to great opportunities.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practising common interview questions can help you feel more confident when it’s your turn to shine.
✨Tip Number 3
Show off your skills! If you have relevant qualifications or experience, make sure to highlight them during conversations. Use specific examples to demonstrate how you've successfully managed tasks similar to those listed in the job description.
✨Tip Number 4
Don’t forget to apply through our website! We’re constantly updating our job listings, so keep an eye out for new opportunities. Signing up for job alerts ensures you’ll be the first to know when something perfect pops up!
We think you need these skills to ace Wealth Administrator / Senior Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Administrator role. Highlight your relevant experience and skills that match the job description, especially your familiarity with investments and client service.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific examples from your past experience that demonstrate your detail-focused and organised approach.
Showcase Your Multi-tasking Skills: In your application, don’t forget to mention your ability to multi-task in a fast-paced environment. Give examples of how you've successfully managed multiple tasks or projects at once in previous roles.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s quick and easy, and you’ll be one step closer to joining our fantastic team!
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and investments. Familiarise yourself with common terms and processes, as well as the specific services the firm offers. This will show that you're genuinely interested and ready to contribute.
✨Showcase Your Organisational Skills
Since the role requires a detail-focused and organised approach, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure client satisfaction.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Prepare to discuss how you would handle various situations, such as processing new business or conducting CDD checks. This will demonstrate your problem-solving skills and client-centric mindset.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask the interviewer. Inquire about the team dynamics, career progression opportunities, or how they measure success in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
