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- Tasks: Support the Managing Director and manage a busy schedule with high-profile clients.
- Company: Join a respected firm of Financial Advisers within one of the UK's largest Wealth Management groups.
- Benefits: Enjoy first-class training, ongoing career development, and a dynamic work environment.
- Why this job: This role offers a chance to thrive in a fast-paced setting while making an impact on HNW clients.
- Qualifications: Experience in professional services is essential; financial services knowledge is a plus but not required.
- Other info: Ideal for those who excel under pressure and are eager to grow in their careers.
The predicted salary is between 36000 - 60000 £ per year.
An Experienced Candidate is required to work for our Clients, a respected and growing firm of Financial Advisers who form part of one of the largest firms of Wealth Managers in the UK. Our Client offers first class training and support and ongoing career development and now require someone to work in an incredibly busy role supporting the Managing Director. It is essential that those applying for the role can demonstrate capability of working in a changing and fast paced environment, whilst managing and liaising a client bank of High Net Worth Individuals. Daily duties will consist of; ” Supporting the Managing director” Extensive diary management and booking appointments / conferences / networking events” Liaising with and updating HNW individuals” Sending LOA’s to client for signature ” Processing new business applications” Preparing Client valuations & illustrations” Dealing with annual review process – o Organisingo Preparing pre-meeting paperwork o Sending LOA’s and requests for information to providers Candidates coming from a Financial Services background and those offering knowledge of Pensions & Investments would be of benefit, but this is not essential however a professional services background is. As mentioned above, the ability to work in a fast paced and pressurised team environment is imperative. NJR 15348 …
Administrator to Director & Financial Advisers employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator to Director & Financial Advisers
✨Tip Number 1
Familiarize yourself with the financial services industry, especially focusing on wealth management and high net worth individuals. Understanding the terminology and processes will help you stand out during the interview.
✨Tip Number 2
Highlight your experience in diary management and organizing events. Be prepared to discuss specific examples of how you've successfully managed busy schedules and coordinated multiple appointments.
✨Tip Number 3
Demonstrate your ability to thrive in a fast-paced environment by sharing stories of how you've handled pressure and adapted to changing situations in previous roles.
✨Tip Number 4
Network with professionals in the financial services sector. Attend relevant events or join online forums to connect with others in the industry, which could provide valuable insights and potential referrals.
We think you need these skills to ace Administrator to Director & Financial Advisers
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration and support roles, especially in fast-paced environments. Emphasize any experience you have with diary management, client liaison, and working with high net worth individuals.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your ability to manage multiple tasks and your experience in a professional services background.
Showcase Relevant Skills: Clearly outline your skills related to financial services, even if they are not extensive. Highlight any knowledge of pensions and investments, as well as your organizational skills and ability to work under pressure.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this role.
How to prepare for a job interview at NJR Recruitment
✨Show Your Organizational Skills
Since the role involves extensive diary management and appointment booking, be prepared to discuss your organizational strategies. Share specific examples of how you've successfully managed multiple tasks or schedules in a fast-paced environment.
✨Demonstrate Client Liaison Experience
Highlight any previous experience you have in liaising with clients, especially High Net Worth Individuals. Discuss how you maintained relationships and ensured client satisfaction, as this will be crucial for the role.
✨Familiarize Yourself with Financial Services
Even if you don't have direct experience in financial services, showing a basic understanding of Pensions and Investments can set you apart. Research common terms and concepts to demonstrate your interest and willingness to learn.
✨Prepare for Fast-Paced Scenarios
Expect questions about how you handle pressure and changing priorities. Prepare examples from your past where you successfully navigated a busy workload or adapted to sudden changes, showcasing your ability to thrive in a dynamic environment.
