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- Tasks: Support financial advisers with client servicing and portfolio management.
- Company: Join a leading wealth management firm focused on client success.
- Benefits: Flexible part-time hours, remote work, and professional development opportunities.
- Other info: Enjoy a dynamic hybrid work environment with occasional office meet-ups.
- Why this job: Make a real difference in clients' financial journeys while gaining valuable experience.
- Qualifications: 3 years in wealth management or financial planning support required.
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 CRM Administration Assistant 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 CRM Administration Assistant 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 a part-time CRM Administration Assistant role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of client servicing and compliance standards, as these are key in this role. Practise answering common interview questions and think about how your experience aligns with the job description.
✨Tip Number 3
Show off your tech skills! Familiarise yourself with popular CRM systems and back-office tools used in wealth management. Being able to demonstrate your proficiency can really set you apart from other candidates.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from motivated candidates like you. Plus, it gives us a chance to see your enthusiasm for the role right from the start.
We think you need these skills to ace Part-time CRM Administration Assistant in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management or 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 the Part-time CRM Administration Assistant role. Share specific examples of how you've supported advisers and managed client records.
Showcase Your Compliance Knowledge: Since this role involves working within FCA regulatory requirements, it’s important to mention any experience you have with compliance. We love candidates who understand the importance of operating within regulations!
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 us!
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 the regulatory environment, especially FCA requirements. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your administrative skills and client support experience. Think about times when you successfully managed client records or liaised with investment platforms. This will help demonstrate your capability to handle the responsibilities outlined in the job description.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to client servicing or compliance. Practice how you would respond to challenges like managing a heavy workload or adapting to changing priorities. This will help you convey your problem-solving skills and adaptability.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, the tools they use for CRM systems, or how they ensure compliance. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.