At a Glance
- Tasks: Provide top-notch admin support in a dynamic wealth management team.
- Company: Latitude Wealth Management, known for its client-focused and collaborative culture.
- Benefits: Supportive environment with opportunities for personal and professional growth.
- Other info: Ideal for those who thrive in fast-paced environments and enjoy teamwork.
- Why this job: Join a friendly team where your contributions truly make a difference.
- Qualifications: Strong admin skills, attention to detail, and a positive attitude.
The predicted salary is between 30000 - 40000 £ per year.
Join a Growing, Relationship-Driven Wealth Management Team at Latitude Wealth Management, where we pride ourselves on building trusted, long-term relationships with our clients and delivering a highly personal, professional service. With offices in Orkney and Aberdeen, our team works collaboratively to provide tailored wealth management advice with a friendly, straightforward approach.
We are looking for a highly organised and proactive Financial Administrator to join our growing business. This is a varied and hands-on role suited to someone who thrives in a fast-paced environment, enjoys working with people, and takes pride in delivering exceptional administrative support. You’ll become a key part of a close-knit team where collaboration, professionalism, and client care sit at the heart of everything we do. We are looking for someone who is willing to roll up their sleeves, support colleagues where needed, and contribute positively to the continued growth and success of the business.
The Role
- Working closely with advisers and the support team, you will provide high-quality administrative support across a range of client and business activities.
- Managing client administration and maintaining accurate records.
- Supporting advisers with pre- and post-meeting preparation.
- Processing applications, client requests, and financial transactions.
- Liaising confidently with clients, providers, and third parties.
- Maintaining CRM systems and digital records accurately.
- Coordinating diaries, meetings, and office communications.
- Producing client correspondence and reports.
- Supporting compliance and operational processes.
- Assisting with wider office administration and project work as required.
About You
- A strong and confident administrator with excellent attention to detail.
- Comfortable working with financial information and processes.
- Digitally confident and experienced using systems such as Microsoft Office and CRM platforms.
- Organised, adaptable, and able to manage multiple priorities effectively.
- Professional, personable, and confident communicating with clients and colleagues.
- A team player with a positive, can-do attitude.
- Calm under pressure and solutions-focused.
- Motivated to learn, develop, and contribute to a collaborative workplace culture.
Skills & Experience
- Previous administration experience within financial services, banking, professional services, or a similar environment.
- Experience using CRM systems such as Salesforce would be advantageous.
- Strong written and verbal communication skills.
- Excellent organisational and time management skills.
- Ability to work independently while contributing to shared team goals.
Why Join Latitude Wealth Management?
We believe in delivering advice and service with professionalism, knowledge, and a personal touch. As our business continues to grow and evolve, we remain committed to creating a supportive environment where our people can develop and succeed together. If you are looking for an opportunity to join a friendly and professional team where your contribution genuinely matters, we’d love to hear from you.
Client-Focused Wealth Management Administrator employer: Latitude Wealth Management
At Latitude Wealth Management, we are dedicated to fostering a supportive and collaborative work environment where every team member plays a vital role in our clients' success. Located in the picturesque Orkney and Aberdeen, we offer our employees opportunities for professional growth, a strong emphasis on teamwork, and a culture that values personal connections and exceptional service. Join us to be part of a dynamic team that prioritises your development while making a meaningful impact in the wealth management sector.
Contact Details:
Latitude Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client-Focused Wealth Management Administrator
✨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 lookout for opportunities. A friendly chat can lead to valuable insights or even a referral.
✨Tip Number 2
Prepare for interviews by researching Latitude Wealth Management thoroughly. Understand their values and approach to client relationships, so you can show how you fit right into their team culture.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and colleagues, being able to articulate your thoughts clearly will set you apart. Consider mock interviews with friends or family.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Latitude Wealth Management.
We think you need these skills to ace Client-Focused Wealth Management Administrator
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your relevant experience in financial administration. We want to see how your skills align with the role, so don’t be shy about showcasing your strengths!
Showcase Your Organisational Skills:As a Client-Focused Wealth Management Administrator, being organised is key. Use specific examples in your application to demonstrate how you've effectively managed multiple priorities in past roles. We love a good story!
Be Personable and Professional:Since we value building relationships with clients, let your personality shine through in your written application. A friendly tone can go a long way, but remember to keep it professional too. Balance is everything!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Latitude Wealth Management
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and the specific services offered by Latitude Wealth Management. Brush up on financial terminology and be ready to discuss how your previous experience aligns with their client-focused approach.
✨Showcase Your Organisational Skills
Since the role requires excellent organisational abilities, prepare examples from your past where you successfully managed multiple tasks or projects. Highlight how you prioritised effectively and maintained attention to detail, especially in a fast-paced environment.
✨Be Personable and Professional
Latitude Wealth Management values strong relationships with clients, so during the interview, demonstrate your communication skills. Practice being friendly yet professional, and think of ways to convey your ability to build rapport with clients and colleagues alike.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, company culture, and growth opportunities within Latitude Wealth Management. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
