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For Companies At a Glance
- Tasks: Support Wealth Managers and clients, manage documentation, and prepare reports.
- Company: Join a well-established Wealth Management firm in the heart of Edinburgh.
- Benefits: Enjoy a competitive salary and potential for career growth in finance.
- Why this job: Be part of a dynamic team making a real impact in clients' financial journeys.
- Qualifications: Previous admin experience in financial services and strong organisational skills required.
- Other info: Ideal for those looking to kickstart their career in wealth management.
The predicted salary is between 28800 - 48000 £ per year.
Meraki Talent are working with an established Wealth Management firm located in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in a Wealth Management or Financial Planning firm. As an integral part of the team, you will play a crucial role in supporting the Investment team and clients and ensuring the smooth running of operations.
Responsibilities:
- Assist the Wealth Managers in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
- Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
- Conduct research and gather data on investment products, providers, and industry regulations to support the decision-making process.
- Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
- Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
Background:
- Previous experience working in a similar administrative role within the financial services sector.
- Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
- Strong attention to detail and accuracy in data entry and documentation.
- Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
Wealth Management Administrator employer: Meraki Talent
Contact Detail:
Meraki Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator
✨Tip Number 1
Familiarise yourself with the specific investment products and services offered by wealth management firms. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work in administrative roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Brush up on your organisational skills by practising time management techniques. Being able to showcase your ability to handle multiple tasks efficiently will be a big plus during the interview process.
✨Tip Number 4
Prepare for common interview questions related to client relationship management and data accuracy. Think of examples from your past experiences that highlight your attention to detail and communication skills.
We think you need these skills to ace Wealth Management Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or financial planning. Emphasise your organisational skills and attention to detail, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying and how your skills align with the responsibilities outlined in the job description. Mention specific experiences that demonstrate your ability to support investment teams and manage client relationships.
Highlight Relevant Skills: In your application, focus on skills such as data entry accuracy, communication, and the ability to liaise with third-party providers. Use examples from your past roles to illustrate these skills effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this role.
How to prepare for a job interview at Meraki Talent
✨Showcase Your Relevant Experience
Make sure to highlight any previous experience you have in wealth management or financial planning. Be prepared to discuss specific tasks you've handled, such as managing client relationships or processing transactions, as this will demonstrate your suitability for the role.
✨Demonstrate Organisational Skills
Given the nature of the role, it's crucial to showcase your organisational abilities. Prepare examples of how you've successfully managed multiple tasks or prioritised effectively in past positions, as this will reassure the interviewers of your capability to handle the demands of the job.
✨Prepare for Technical Questions
Expect questions related to investment products, industry regulations, and data management. Brush up on your knowledge in these areas and be ready to discuss how you would approach research and data gathering to support decision-making processes.
✨Practice Your Communication Skills
Since the role involves liaising with clients and third-party providers, strong communication skills are essential. Practice articulating your thoughts clearly and confidently, and consider preparing a few scenarios where you've successfully built rapport with clients or resolved issues.
