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- Tasks: Support financial planners by preparing documents and maintaining client records.
- Company: Reputable wealth management firm with a dynamic team in Bournemouth.
- Benefits: Comprehensive benefits package, including pension, medical insurance, and study support.
- Why this job: Join a supportive environment and grow your career in wealth management.
- Qualifications: Strong organisational skills and attention to detail required.
- Other info: Hybrid role offering personal growth and development opportunities.
The predicted salary is between 28800 - 43200 £ per year.
A reputable wealth management firm is seeking a Wealth Administrator to join their dynamic team in Bournemouth. This hybrid role involves supporting Planners and Paraplanners by preparing documentation, requesting policy information, and maintaining client records.
Ideal candidates will have strong organization skills and attention to detail. The firm offers a comprehensive benefits package, including a company pension, private medical insurance, and study support, alongside opportunities for personal growth and development.
Wealth Admin: Hybrid Support for Financial Planners in Bournemouth employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Admin: Hybrid Support for Financial Planners in Bournemouth
✨Tip Number 1
Network like a pro! Reach out to current employees at the firm on LinkedIn or through mutual connections. A friendly chat can give us insights into the company culture and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by researching common questions for Wealth Administrators. We should also think about how our skills in organisation and attention to detail can shine through in our answers.
✨Tip Number 3
Showcase our enthusiasm for the role! During interviews, let’s express why we’re excited about supporting Planners and Paraplanners. Passion can set us apart from other candidates.
✨Tip Number 4
Don’t forget to follow up after the interview! A quick thank-you email can keep us fresh in their minds and show that we’re genuinely interested in the position.
We think you need these skills to ace Wealth Admin: Hybrid Support for Financial Planners in Bournemouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your organisation skills and attention to detail, as these are key for the Wealth Administrator role. We want to see how your experience aligns with supporting Planners and Paraplanners.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about wealth management and how you can contribute to our team. Be specific about your skills and experiences that relate to preparing documentation and maintaining client records.
Showcase Relevant Experience: If you've worked in similar roles or have experience in financial services, make sure to highlight that! We love seeing candidates who understand the industry and can hit the ground running.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Rathbone Brothers
✨Know Your Stuff
Before the interview, make sure you understand the role of a Wealth Administrator. Familiarise yourself with the tasks involved, like preparing documentation and maintaining client records. This will show your potential employer that you're genuinely interested and ready to hit the ground running.
✨Showcase Your Organisation Skills
Since strong organisation skills are key for this role, come prepared with examples of how you've successfully managed multiple tasks or projects in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your attention to detail.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and opportunities for personal growth. This not only shows your enthusiasm but also helps you gauge if the firm is the right fit for you. Plus, it demonstrates that you’re proactive and engaged.
✨Dress the Part
Even though it's a hybrid role, first impressions matter! Dress smartly for the interview to convey professionalism. It sets a positive tone and shows that you respect the opportunity. A neat appearance can boost your confidence too!
