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- Tasks: Support wealth advisors by managing client relationships and preparing documentation.
- Company: Join a niche London Wealth Management Firm serving high-profile clients in sport, music, and business.
- Benefits: Enjoy flexible working, a strong package, and opportunities for training and career advancement.
- Why this job: Be part of a supportive team that invests in your growth and offers a dynamic work environment.
- Qualifications: Ideal for candidates with previous wealth management experience and strong interpersonal skills.
- Other info: Opportunity to develop into client-facing advisory roles with ongoing mentoring.
The predicted salary is between 28000 - 42000 £ per year.
As part of continued growth and development through 2025, an exciting career opportunity has arisen with a niche London Wealth Management Firm. As specialist Wealth Advisors to HNW & UHNW clients, they provide complex, bespoke advice to a range of high-profile individuals & families from the world of sport, music, entertainment & business. They pride themselves on combining an exceptional personal level of service with the use of modern practices, technology and innovative ideas.
This role will involve working closely with financial / wealth advisors, helping them manage client relationships, and maintaining an exceptional level of personal service. You will need to be highly organised, work well in a strong team-oriented environment and be comfortable liaising with colleagues and clients via phone, virtual meetings and in person when required.
Specific role duties will include:
- Preparing client meeting documentation, presentational material, files and illustrations.
- Obtaining up to date client portfolio details, valuations and transactional information.
- Helping consultants prepare for annual reviews, and supporting in meetings when required. Taking action point notes and ensuring implementation is carried out as agreed.
- Ensuring client records are updated, checked for accuracy and have all supporting correspondence.
- Processing all new business applications; chasing third party providers, updating clients on progress and resolving any delays or queries.
- Processing fund switches, transfers and withdrawals.
- Acting as a professional personable point of contact for clients.
- Helping organise diaries, meetings etc.
- Being willing to continually develop new skills and take advantage of study support, training and mentoring to help advance your knowledge and career.
This is an excellent career opportunity, and a chance to join a company who will invest in and help develop you. They have no barriers and have successfully developed individuals into client-facing advisory positions, helping you on your journey to managing clients and having a successful career. The company offers flexible working, a strong package and an opportunity to work in an interesting and challenging environment, working on bespoke portfolios with complex client cases.
This role would suit someone who has previous wealth management / financial advisory support experience, who has excellent interpersonal skills, a strong educational background and a good work ethic.
For more information please contact Richard Garbett.
Wealth Management Administrator / Support – Strong Career Opportunity employer: Oval Recruit Ltd.
Contact Detail:
Oval Recruit Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator / Support – Strong Career Opportunity
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with individuals who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest trends and technologies in wealth management. Being knowledgeable about tools and software used in the industry can set you apart during interviews and show your commitment to staying current.
✨Tip Number 3
Prepare to discuss your organisational skills and how you manage client relationships. Think of specific examples from your past experiences that demonstrate your ability to handle multiple tasks and maintain high levels of service.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their client base, services offered, and any recent news or achievements. This will allow you to tailor your conversation and show genuine interest in the role and the company.
We think you need these skills to ace Wealth Management Administrator / Support – Strong Career Opportunity
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or financial advisory support. Emphasise your organisational skills and ability to work in a team-oriented environment, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the niche market. Mention specific skills that align with the job description, such as client relationship management and attention to detail.
Highlight Interpersonal Skills: In your application, emphasise your interpersonal skills and ability to communicate effectively with clients and colleagues. Provide examples of how you've successfully managed client relationships in the past.
Show Willingness to Learn: Express your eagerness to develop new skills and take advantage of training opportunities. This shows the employer that you are committed to personal and professional growth, which is highly valued in this role.
How to prepare for a job interview at Oval Recruit Ltd.
✨Showcase Your Organisational Skills
As a Wealth Management Administrator, being organised is key. Prepare examples of how you've successfully managed multiple tasks or projects in the past. This will demonstrate your ability to handle the demands of the role.
✨Understand the Wealth Management Landscape
Familiarise yourself with the wealth management industry, especially regarding high-net-worth clients. Being able to discuss current trends or challenges in the sector will show your genuine interest and knowledge during the interview.
✨Prepare for Client Interaction Scenarios
Since the role involves liaising with clients, be ready to discuss how you would handle various client scenarios. Think about how you would maintain professionalism and provide exceptional service, even in challenging situations.
✨Emphasise Your Teamwork Abilities
This position requires working closely with financial advisors and other team members. Share specific examples of successful teamwork from your previous roles, highlighting your communication skills and ability to collaborate effectively.
