Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client portfolios, greet clients, and maintain records in a dynamic environment.
- Company: Reputable financial services firm with a focus on wealth management.
- Benefits: Career advancement opportunities and a supportive team culture.
- Why this job: Join a thriving team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong organisational skills.
- Other info: Great opportunity for growth in a collaborative setting.
The predicted salary is between 36000 - 60000 £ per year.
A recruitment agency is seeking a Senior Administrator for a Financial Services client in Leicester. The ideal candidate will have experience in Financial Services Administration, particularly within a Wealth Management company.
Responsibilities include:
- Greeting clients
- Managing documents and CRM systems
- Maintaining records
This position offers an opportunity for career advancement within a supportive team environment.
Wealth Management Senior Administrator - Client Portfolios in Leicester employer: Required IT
Contact Detail:
Required IT Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Senior Administrator - Client Portfolios in Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those in wealth management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to client portfolios and document management. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, don’t just talk about your experience—bring examples of how you've successfully managed client records or improved processes in previous roles.
✨Tip Number 4
Apply through our website! It’s super easy and gives you a direct line to the hiring team. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Wealth Management Senior Administrator - Client Portfolios in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Financial Services Administration, especially if you've worked in Wealth Management before. 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 Senior Administrator role. We love seeing enthusiasm and a bit of personality, so let us know what excites you about working with us.
Showcase Your Client Interaction Skills: Since greeting clients is part of the job, highlight any experience you have in client-facing roles. We’re looking for someone who can make a great first impression, so share examples of how you’ve successfully managed client relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about our team and culture while you’re at it!
How to prepare for a job interview at Required IT
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services and wealth management. Familiarise yourself with common terms, processes, and regulations in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Admin Skills
Since the role involves managing documents and CRM systems, be ready to discuss your previous experience in administration. Prepare specific examples of how you've successfully handled similar tasks, and highlight any software or tools you’re proficient in that are relevant to the job.
✨Client Interaction is Key
As you'll be greeting clients, it's essential to demonstrate your interpersonal skills. Think of scenarios where you've provided excellent customer service or resolved client issues. Practising a friendly yet professional tone can make a great impression during the interview.
✨Emphasise Teamwork and Growth
This position offers career advancement, so be prepared to discuss your long-term goals and how they align with the company's vision. Highlight your ability to work well in a team and share examples of how you've contributed to a supportive work environment in the past.
