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- Tasks: Join a family business as a Wealth Management Administrator, handling client files and supporting advisers.
- Company: A caring family-run business in Olney with a strong client base.
- Benefits: Flexible hours, free onsite parking, and a chance to grow within a well-established organisation.
- Why this job: Gain valuable experience in wealth management while balancing your studies or other commitments.
- Qualifications: Basic knowledge of financial services and strong communication skills required.
- Other info: Ideal for students seeking part-time work with flexible scheduling.
P/T PERMANENT WEALTH MANAGEMENT ADMINISTRATOR – OLNEY – 30-35K pro-rota
Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
A great opportunity has arisen to work for a family business based in Olney, where they are big enough to cope but small enough to care. They have a great client base and due to expansion are looking for an administrator to join their team.
Daily duties are likely to involve:-
* Answering the phones and general administration
* Processing letters of authority/new business
* Providing support to the advisers
* Take part in meetings with providers
* Take responsibility for preparing and maintaining detailed client files and records.
* Ensure the highest compliance and organisational standards are maintained.
In return, what we need from you:-
* Flexible attitude with great communication skills
* Basic knowledge of financial services industry, wealth management or similar
* Some familiarity with industry regulations and quality standards
* Solid computer skills, including Microsoft Office and relational databases and software.
* Team player, excellent verbal and written communication skills
* Use of initiative along with exceptional client service levels
* Willingness to learn the business and grow with the company
* This role is subject to satisfactory references and the necessary credit checks due to the nature of the industry
What is in it for you?
* Flexible hours, this can be between 16 – 20 hours per week but please note this is in the office, not remote or hybrid working
* Flexible on the days/hours you work. So although this will need to be confirmed from the outset, it could be two full days, or three days, e.g 10am – 3pm so it can be worked around any commitments you may have.
* Opportunity to work for a well established organisation
* Free onsite parking.
We envisage this role to start sometime in November or early December so interviews are likely to be scheduled over the next couple of weeks so that the ideal candidate can give notice if needed.
So, if you are interested and want an immediate opportunity, please apply immediately with your cv
Thank you for your interest in this position. It is with regret that we are unable to respond personally to each individual application due to the high volume of cv’s we receive daily. However, your application will be reviewed within a two day working period. If you do not hear from us within this time, you have unfortunately been unsuccessful on this occasion.
This vacancy is being advertised by M.A.S Resourcing who are acting as an employment agency / business
P/T Wealth Management Administrator employer: MAS Resourcing
Contact Detail:
MAS Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land P/T Wealth Management Administrator
✨Tip Number 1
Get to know the company before your interview! Research their values, culture, and recent news. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since this role requires great verbal and written communication, try rehearsing common interview questions with a friend or in front of a mirror. Confidence is key!
✨Tip Number 3
Be ready to showcase your initiative! Think of examples from your past experiences where you took charge or solved a problem. This will demonstrate your proactive attitude, which is super important for this role.
✨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 serious about joining the team and ready to grow with the company.
We think you need these skills to ace P/T Wealth Management Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Administrator role. Highlight any relevant experience in administration or the financial services industry, and don’t forget to showcase your communication skills!
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your flexible attitude and willingness to learn, as these are key traits we’re looking for.
Showcase Your Skills: Don’t just list your skills; demonstrate them! If you have experience with Microsoft Office or relational databases, give examples of how you’ve used these tools effectively in past roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at MAS Resourcing
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services industry and wealth management. Familiarise yourself with common terms and regulations, as this will show that you're serious about the role and can hit the ground running.
✨Show Off Your Communication Skills
Since this role involves a lot of client interaction and support for advisers, practice articulating your thoughts clearly. You might want to prepare some examples of how you've successfully communicated in previous roles or situations.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage tasks and maintain detailed records. Think of specific instances where your organisational skills made a difference, especially in a busy environment. This will resonate well with the company's emphasis on compliance and standards.
✨Ask Thoughtful Questions
Prepare a few questions about the company culture, team dynamics, or growth opportunities. This shows that you're genuinely interested in the position and helps you assess if it's the right fit for you too.