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- Tasks: Support financial advisers with client portfolios and administrative tasks remotely.
- Company: Join a dynamic wealth management team focused on client success.
- Benefits: Flexible part-time hours, remote work, and opportunities for professional growth.
- Other info: Enjoy a supportive environment with occasional office meet-ups.
- Why this job: Make a real difference in clients' financial journeys while working from anywhere.
- Qualifications: 3 years' experience in wealth management and strong organisational skills.
The predicted salary is between 15000 - 20000 £ per year.
The Wealth & Administration Assistant will provide high-quality administrative, technical and client support to financial advisers, helping to ensure the efficient management of client portfolios and the delivery of a professional, compliant client experience.
- Support advisers with ongoing client servicing, annual reviews and portfolio updates
- Maintain accurate, up-to-date client records across back-office and CRM systems
- Liaise with investment platforms, pension providers, insurers and product providers
- Obtain valuations, policy information and supporting documentation as required
- Report Writing & Client Documentation
- Draft suitability letters, annual review reports and client correspondence in line with regulatory and company standards
- Prepare client meeting packs, illustrations and supporting documentation
- Administration & Process Management
- Provide general administrative support and assist with ad-hoc projects as required
- Risk Management & Compliance
- Operate in line with FCA regulatory requirements and internal compliance policies
- Minimum of 3 years’ experience in wealth management or financial planning administration/support
- Pensions (including personal and workplace pensions)
- Able to work independently and manage workload effectively in a remote/hybrid environment
- Flexible, dependable and adaptable to changing priorities
- This is a part-time role, working on a hybrid/remote basis, with occasional office attendance required.
Part Time Administration Assistant - Remote in London employer: Raymond James Mayfair
Contact Detail:
Raymond James Mayfair Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part Time Administration Assistant - Remote in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech beforehand. We want you to shine, so practice answering common questions related to administration and client support to show off your skills!
✨Tip Number 3
Showcase your adaptability! In your conversations, highlight how you've successfully managed changing priorities in past roles. This will resonate well with employers looking for someone who can thrive in a remote environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Part Time Administration Assistant - Remote in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and financial planning. We want to see how your skills match the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that relate to client servicing and compliance, as these are key for us.
Showcase Your Remote Work Skills: Since this is a remote role, let us know how you manage your workload independently. Share examples of how you've successfully worked from home or in a hybrid environment before.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Raymond James Mayfair
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial planning. Familiarise yourself with common terms, processes, and regulations, especially those related to FCA compliance. This will show that you're not just a candidate, but someone who understands the industry.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your administrative skills and experience in client servicing. Think about times when you successfully managed client records or liaised with investment platforms. This will help demonstrate your capability to handle the responsibilities of the role.
✨Be Ready for Remote Work Questions
Since this is a remote position, be prepared to discuss how you manage your time and workload independently. Share strategies you've used to stay organised and productive while working from home, as well as how you adapt to changing priorities.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture, team dynamics, or specific challenges the advisers face. This shows your genuine interest in the role and helps you assess if it's the right fit for you.