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- Tasks: Support the Wealth Planning team with administrative tasks and client service requests.
- Company: Leading wealth management firm in Greater London with a focus on excellence.
- Benefits: Dynamic work environment and opportunities for professional growth.
- Why this job: Join a reputable firm and make a difference in wealth management.
- Qualifications: Experience in financial services and strong attention to detail required.
- Other info: Proficiency in Microsoft Office Suite is essential.
The predicted salary is between 43200 - 72000 £ per year.
A leading wealth management firm in Greater London is seeking a Senior Regional Administration Assistant to support the Wealth Planning team. This role involves coordinating administrative responsibilities, managing client service requests, and ensuring compliance with procedures.
The ideal candidate has prior financial services experience, strong attention to detail, and proficiency in Microsoft Office Suite. The role promises a dynamic work environment with opportunities for professional growth.
Senior Regional Wealth Planning Administrator employer: LGT Vestra LLP
Contact Detail:
LGT Vestra LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Regional Wealth Planning 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. Sometimes, it's all about who you know, so don't be shy!
✨Tip Number 2
Prepare for those interviews! Research the company and the role thoroughly. Understand their values and how you can contribute to the Wealth Planning team. This will help you stand out as a candidate who truly gets it.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or projects that highlight your attention to detail and proficiency in Microsoft Office. This will give potential employers a clear picture of what you can bring to the table.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles like the Senior Regional Wealth Planning Administrator. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Senior Regional Wealth Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial services experience and any relevant skills. We want to see how your background aligns with the Senior Regional Wealth Planning Administrator role, so don’t be shy about showcasing your expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Wealth Planning team. Share specific examples of your attention to detail and how you've successfully managed client service requests in the past.
Showcase Your Microsoft Office Skills: Since proficiency in Microsoft Office Suite is key for this role, make sure to mention any relevant experience you have with these tools. Whether it's Excel spreadsheets or PowerPoint presentations, we want to know how you’ve used them effectively!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the position. Plus, it’s super easy – just follow the prompts and you’ll be on your way!
How to prepare for a job interview at LGT Vestra LLP
✨Know Your Financial Services Stuff
Make sure you brush up on your financial services knowledge before the interview. Understand the basics of wealth management and be ready to discuss any relevant experience you have. This will show that you're not just a fit for the role, but that you're genuinely interested in the industry.
✨Master Microsoft Office Suite
Since proficiency in Microsoft Office is key for this role, take some time to practice using Excel, Word, and PowerPoint. Be prepared to discuss how you've used these tools in previous roles, especially in relation to managing client service requests or coordinating administrative tasks.
✨Attention to Detail is Key
In wealth planning, attention to detail can make or break a client relationship. Bring examples of how you've demonstrated this skill in past positions. Whether it’s catching errors in documents or ensuring compliance with procedures, showing that you can maintain high standards will impress the interviewers.
✨Show Enthusiasm for Professional Growth
This role promises opportunities for professional growth, so express your eagerness to develop within the company. Share your career aspirations and how they align with the firm's goals. This will demonstrate that you're not just looking for a job, but a place where you can build a long-term career.
