Wealth Management Admin & Client Service in London

Wealth Management Admin & Client Service in London

London Full-Time 30000 - 40000 £ / year (est.) No working from home possible
Quilter plc

At a Glance

  • Tasks: Support Investment Managers and manage client accounts with exceptional service.
  • Company: Join Quilter plc, a leading investment firm in London.
  • Benefits: Gain valuable experience in wealth management and client service.
  • Other info: Full-time, fixed-term contract for 12 months in a dynamic environment.
  • Why this job: Engage with high net-worth clients and develop your professional skills.
  • Qualifications: Strong attention to detail and excellent communication skills required.

The predicted salary is between 30000 - 40000 £ per year.

Quilter plc is looking for an Investment Administrator in London to support two Investment Managers in delivering exceptional client service. This role is essential for managing client accounts and administrative tasks.

The ideal candidate will have a strong attention to detail and excellent communication skills. You’ll work in a busy environment, engaging with high net-worth clients and managing various administrative responsibilities.

This is a full-time, fixed-term contract for 12 months.

Wealth Management Admin & Client Service in London employer: Quilter plc

Quilter plc is an excellent employer, offering a dynamic work culture in the heart of London where you can thrive in a fast-paced environment while supporting high net-worth clients. With a strong emphasis on employee growth and development, we provide comprehensive training and career advancement opportunities, ensuring that our team members are well-equipped to excel in their roles. Join us for a rewarding experience where your contributions are valued and recognised.

Quilter plc

Contact Details:

Quilter plc Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Wealth Management Admin & Client Service in London

Get Involved in Finance Communities

Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Quilter plc, who often scout for talent at such events.

Utilise Networking Platforms

Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Quilter plc.

Show Off Your Financial Skills

Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Quilter plc.

Engage with Recruitment Events

Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Quilter plc, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!

We think you need these skills to ace Wealth Management Admin & Client Service in London

Attention to Detail
Communication Skills
Client Service
Administrative Skills
Time Management
Organisational Skills
Problem-Solving Skills

Some tips for your application 🫡

Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Quilter plc want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!

Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Quilter plc.

Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Quilter plc will be keen to see that passion and how you keep up with industry news and developments.

Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Quilter plc. Numbers speak louder than words!

How to prepare for a job interview at Quilter plc

Brush Up on Financial Modelling

For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.

Know Your Investment Strategies

Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.

Show Your Analytical Skills

Since this is a full-time role, companies like Quilter plc want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.

Discuss Your Long-Term Career Goals

As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withQuilter plc.