At a Glance
- Tasks: Support clients and manage financial information with a proactive team.
- Company: Join a leading FTSE 100 Wealth Management company with a friendly culture.
- Benefits: Competitive salary, career progression, and training opportunities.
- Other info: Great opportunity for growth in a dynamic and supportive environment.
- Why this job: Make a real impact in wealth management while developing your skills.
- Qualifications: Experience in Financial Services and strong IT skills preferred.
The predicted salary is between 33696 - 41184 £ per year.
An excellent opportunity has arisen for a professional Wealth Management Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.
The role offers variety and challenge, including but not limited to:
- You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information.
- Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice.
- Submitting new business and fund transfers using bespoke software.
- Sending out correspondence and requesting detailed information for Pension Transfer cases.
- Carrying out fund switches and financial calculations for clients using specific systems and processes.
- You will be processing all business within agreed timescales.
- You will be setting up the clients' annual reviews and be able to produce the review letters.
- You will be responsible for managing Salesforce and keeping all client details up to date.
This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a ‘can do’ working style. You have been working in Financial Services for several years, ideally for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop. You have excellent IT and communication skills, are highly organised and can make decisions. Ideally, you will have used the Salesforce CRM system. You are a self-starter and able to work with little or no supervision. Most importantly, you are confident in dealing with Clients and third parties with total discretion. You will ideally have previous experience but training in some of these areas can be provided.
If this sounds like the right opportunity for you, we’d love to hear from you. You don’t need to meet every single requirement to apply. What matters most is your confidence, enthusiasm, attention to detail and willingness to take the next step in your career. The application process is straightforward, and every application is personally reviewed.
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.
Wealth Management Administrator in Newbury employer: Premium site
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StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Administrator in Newbury
✨Tap into Campus Networks
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✨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.
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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.
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We think you need these skills to ace Wealth Management Administrator in Newbury
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.
