At a Glance
- Tasks: Support financial advisers with admin tasks and client communications in a dynamic environment.
- Company: Join a successful Partner Practice of St. James's Place, a top wealth management firm.
- Benefits: Competitive salary up to £30,000, full-time hours, and a supportive team culture.
- Other info: Opportunity for career growth in a well-respected FTSE 100 company.
- Why this job: Be part of a growing practice and make a real difference in clients' financial journeys.
- Qualifications: Experience in administration, strong customer service skills, and proficiency in MS Office.
The predicted salary is between 40500 - 49500 £ per year.
Location: Brighton, (BN1)
Salary: up to £30,000 pa
Hours: Full time, office based
A very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting an Administrator to join their team. The Practice provides financial advice to local and national clients on a wide range of products including Pensions, Investments, Tax Planning and Protection, and have grown organically in the last 12 years with a very loyal client base.
Responsibilities:
- Providing administrative support to the Adviser, supporting the day-to-day business operations within the Practice
- Diary management
- Arranging appointments
- Greeting clients ahead of their meeting with the Adviser
- Client communications by telephone and email
- Preparing letters, presentations, and reports
- Preparing all documentation for the Partner’s meetings
- Ensuring client information is recorded accurately on the back-office system and CRM System
- Gathering information for illustrations from product providers
- Drafting basic suitability reports for reviews, fund switches, simple investment/pension advice, and top-ups
- Preparing and sending out ‘Letters of Authority’ to other financial organisations and follow-up
- Managing the pipeline of business through the Practice
- Managing office budgets, ordering stationery
- Assisting the Partner with marketing administration
This is an interesting and varied role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
Knowledge and experience:
- Relevant experience of working in an Administration / PA role within a Financial Advice business
- Previous experience of working in St. James’s Place Practice would be useful but is not essential
- Excellent customer service and the ability to build rapport and manage client relationships
- Strong attention to detail and be able to problem solve and think on your feet
- Good time management and planning skills
- Proficient in MS Office (Outlook, Word, Excel, PowerPoint)
- Well-versed with Social Media usage for business, especially LinkedIn
- Experience of client management systems such as Salesforce would be an advantage, although not essential.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Wealth Management Administrator in Brighton employer: Premium site
Angling Direct is an exceptional employer for those passionate about fishing, offering a collaborative and supportive work environment in the heart of Bristol. As a Store Manager, you will lead a dedicated team while enjoying generous employee benefits, including significant staff discounts and opportunities for career development. Join us to inspire fellow anglers and contribute to our mission of delivering outstanding service and expert advice in the angling industry.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Administrator in Brighton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Premium site. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Management Administrator in Brighton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Premium site.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Premium site's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Premium site
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Premium site.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Premium site will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Premium site employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
