At a Glance
- Tasks: Support Wealth Managers with admin duties and client documentation.
- Company: Join a high-performing Wealth Management team in Cardiff.
- Benefits: Coaching, development opportunities, and a dynamic work environment.
- Other info: Collaborative team culture with opportunities for growth.
- Why this job: Make a real impact while working with industry leaders.
- Qualifications: Experience in administration and strong attention to detail.
The predicted salary is between 25000 - 30000 £ per year.
What is the opportunity? We have an exciting opportunity for a Wealth Administrator Assistant to join our high performing Wealth Management team in our Cardiff office.
What will you do?
- Communicate with Wealth Managers and their Associates, providing support with administration duties.
- Preparation and processing of all new client documentation and amendments.
- Monitor transfers of assets/cash from other institutions.
- Support ISA subscriptions and transfers.
- Processing of payments clients.
- Liaise with colleagues within Business Support regarding administration of client accounts.
- Ensure client details and reviews are recorded correctly on systems.
- General record keeping and electronic filing.
- Adhering to Conduct Risk standards.
- Communicate with external Financial Advisers.
- Meeting room preparation and general front of house support.
What do you need to succeed?
- Must-have: Experience in administration. Excellent attention to detail. Ability to work on own initiative to achieve required results.
- Nice-to-have: Intermediate knowledge of Office 365 Suite and Outlook. Willingness to work to obtain qualifications relevant to the role.
What is in it for you?
- Leaders who support your development through coaching and managing opportunities.
- Opportunities to work with the best in the field.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
Wealth Administrator Assistant in Cardiff employer: RBC Brewin Dolphin
Join our dynamic Wealth Management team in Cardiff, where we prioritise employee development and foster a collaborative work culture. As a Wealth Administrator Assistant, you'll benefit from hands-on coaching, opportunities to work alongside industry leaders, and the chance to make a meaningful impact in a high-performing environment.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator Assistant in Cardiff
✨Tip Number 1
Network like a pro! Reach out to current employees in the Wealth Management team on LinkedIn. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of the financial sector. Show us you’re not just about admin skills but that you understand the bigger picture of wealth management.
✨Tip Number 3
Practice your communication skills! Since you'll be liaising with Wealth Managers and clients, being articulate and confident is key. Role-play common scenarios with a friend to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Wealth Administrator Assistant in Cardiff
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your administration experience and attention to detail. We want to see how your skills align with the Wealth Administrator Assistant 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 excited about joining our Wealth Management team and how you can contribute. Keep it concise but impactful – we love a good story!
Showcase Your Initiative:In your application, mention instances where you've taken the initiative in previous roles. We value self-starters who can work independently, so let us know how you’ve gone above and beyond in your past experiences.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. 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 RBC Brewin Dolphin
✨Know Your Stuff
Before the interview, make sure you understand the role of a Wealth Administrator Assistant. Brush up on your administration skills and be ready to discuss how your experience aligns with the tasks mentioned in the job description, like processing client documentation and liaising with Wealth Managers.
✨Attention to Detail is Key
Since this role requires excellent attention to detail, prepare examples from your past work where you demonstrated this skill. Whether it’s about maintaining accurate records or ensuring compliance with standards, having specific instances ready will show you’re the right fit.
✨Familiarise Yourself with Office 365
If you have intermediate knowledge of Office 365, great! If not, take some time to familiarise yourself with its features, especially Outlook. Being able to discuss how you’ve used these tools in previous roles can give you an edge during the interview.
✨Show Your Initiative
The ability to work on your own initiative is crucial for this position. Think of times when you took the lead on a project or solved a problem independently. Sharing these experiences will demonstrate your proactive approach and readiness to contribute to the team.
