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- Tasks: Provide admin support, manage client data, and assist advisers in daily operations.
- Company: Leading wealth management practice in Liverpool with a dynamic work culture.
- Benefits: Competitive salary, flexible hours, training, and career development opportunities.
- Why this job: Join a growing field and make a difference in clients' financial journeys.
- Qualifications: Administrative experience and strong customer service skills required.
- Other info: Enjoy a hybrid work model with excellent growth potential.
The predicted salary is between 28800 - 43200 £ per year.
A leading wealth management practice in Liverpool is searching for a Wealth Management Assistant to provide administrative support in a dynamic environment. The ideal candidate will have administrative experience and strong customer service skills.
Responsibilities include:
- Managing client data
- Handling enquiries
- Supporting advisers with day-to-day operations
A competitive salary and flexible working hours are offered, along with training and career development within the wealth management field.
Wealth Management Admin - Hybrid, Flexible Hours, Growth in Liverpool employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Admin - Hybrid, Flexible Hours, Growth in Liverpool
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management field on LinkedIn or at local events. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in their mission and values.
✨Tip Number 3
Practice your customer service skills! Think of scenarios where you’ve gone above and beyond for clients. This will help you shine during those tricky interview questions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we love seeing candidates who take that extra step.
We think you need these skills to ace Wealth Management Admin - Hybrid, Flexible Hours, Growth in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your administrative experience and customer service skills. We want to see how your background aligns with 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 excited about the Wealth Management Assistant role and how you can contribute to our dynamic environment. Keep it personal and engaging!
Showcase Your Attention to Detail: In wealth management, details matter! When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to present their best selves.
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 this exciting opportunity in Liverpool!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and the specific services the company offers. Brush up on key terms and concepts so you can confidently discuss how your skills align with their needs.
✨Showcase Your Customer Service Skills
Since strong customer service skills are crucial for this role, prepare examples from your past experiences where you successfully handled client enquiries or resolved issues. This will demonstrate your ability to thrive in a dynamic environment.
✨Be Ready to Discuss Administrative Experience
Think about your previous administrative roles and be ready to talk about specific tasks you’ve managed, such as data entry or supporting team operations. Highlight any tools or software you’re familiar with that could be beneficial in this position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s growth opportunities and training programmes. This shows your interest in long-term development and helps you gauge if the company is the right fit for you.
