At a Glance
- Tasks: Provide top-notch admin support in a dynamic wealth management team.
- Company: Latitude Wealth Management, known for building trusted client relationships.
- Benefits: Supportive environment with opportunities for personal and professional growth.
- Other info: Fast-paced role ideal for those who thrive on collaboration and client care.
- Why this job: Join a friendly team where your contributions truly matter.
- 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 RoleWorking 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
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
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
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.
Financial 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 not only competitive benefits but also ample opportunities for professional growth and development within a friendly, relationship-driven culture. Join us to be part of a close-knit team that values your contributions and prioritises your career advancement in the wealth management sector.
Contact Details:
Latitude Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone at Latitude Wealth Management.
✨Tip Number 2
Prepare for those interviews! Research Latitude Wealth Management, understand their values, and think about how your skills align with their needs. Practise common interview questions and be ready to showcase your organisational skills and attention to detail.
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your fit for the Financial Administrator position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Latitude Wealth Management.
We think you need these skills to ace Financial 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 Financial Administrator, being organised is key! Use your application to demonstrate how you manage multiple priorities and keep everything running smoothly. Share examples that show off your attention to detail.
Be Personable and Professional:We value a friendly approach, so let your personality shine through in your written application. Use a professional tone but don’t hesitate to show us your enthusiasm for working with clients and colleagues alike.
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 this exciting opportunity with Latitude Wealth Management!
How to prepare for a job interview at Latitude Wealth Management
✨Know Your Stuff
Before the interview, make sure you understand the financial services industry and the specific role of a Financial Administrator. Brush up on key terms and processes, especially those related to client administration and CRM systems. This will show that you're not just interested in the job, but that you’re genuinely prepared.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, come prepared with examples of how you've managed multiple priorities in the past. Think about specific situations where your attention to detail made a difference, and be ready to discuss them during the interview.
✨Be Personable and Professional
Latitude Wealth Management values a friendly and professional approach. Practice your communication skills so you can confidently engage with the interviewers. Remember, they’re looking for someone who can build relationships, so don’t hesitate to let your personality shine through while maintaining professionalism.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and growth opportunities within Latitude Wealth Management. This not only shows your interest in the role but also helps you determine if it’s the right fit for you. Plus, it demonstrates your proactive attitude!
