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- Tasks: Support financial advisers and clients with essential administrative duties in a dynamic environment.
- Company: Join a well-established Wealth Management Practice in Liverpool with a supportive team.
- Benefits: Enjoy a competitive salary, flexible hours, hybrid working, and career development opportunities.
- Why this job: Kickstart your career in finance while making a real impact on client relationships.
- Qualifications: Previous admin experience and strong customer service skills are preferred.
- Other info: Full training provided with clear paths for progression in a respected industry.
The predicted salary is between 26000 - 28000 £ per year.
A well‑established and growing Wealth Management Practice is seeking a motivated Wealth Management Assistant to join its supportive and professional team. This is an excellent opportunity for an experienced administrator to develop their career within a fast‑paced, client‑focused financial services environment. The practice consists of a small team of financial advisers supported by an experienced administration function. They specialise in providing high‑quality financial planning services to high‑net‑worth individuals and successful business owners.
The Role
- Delivering comprehensive administrative support to advisers and wider colleagues
- Managing and preparing key data for client reports and portfolio reviews
- Producing meeting packs and writing follow‑up client meeting notes
- Handling client and provider enquiries via phone, email, and letter
- Managing and updating the Practice's CRM system
- Diary management for senior team members
- Processing new business and liaising with relevant external administration teams
- Ensuring the smooth day‑to‑day running of the practice through proactive organisation and attention to detail
Full training is provided, with clear opportunities for progression and professional development.
The Person
- Previous experience within an administrative or office support role
- Financial services experience (Wealth Management, IFA, etc.) – desirable but not essential
- Excellent customer service skills and the confidence to build strong client relationships
- Strong IT skills, including Microsoft 365 and the ability to learn new systems quickly
- High attention to detail and strong problem‑solving abilities
- Excellent written and verbal communication skills
- Strong organisational and time‑management capabilities
- A professional, discreet, and proactive approach
Benefits
- Competitive salary: £26,000–£28,000
- Flexible working hours (25–35 hours per week)
- Hybrid working
- Company pension
- Long‑term career development within a respected wealth management environment
If you are an organised, proactive administrator looking to grow your career in a professional and supportive wealth management setting, we would love to hear from you.
Wealth Management Administrator 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 Administrator in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Wealth Management Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to wealth management and think about how your skills align with their needs. This will help you stand out as a candidate who’s genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! As a Wealth Management Administrator, you'll need to handle client enquiries and produce meeting notes. Role-play with a friend or family member to get comfortable discussing your experience and answering common interview questions.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your enthusiasm and commitment to joining our team in the wealth management space.
We think you need these skills to ace Wealth Management Administrator in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any previous administrative roles and relevant financial services experience to catch our eye!
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 Wealth Management Admin role. Share specific examples of how you've excelled in similar positions.
Show Off Your Attention to Detail: In a fast-paced environment like ours, attention to detail is key. Make sure your application is free from typos and errors. A polished application shows us you care about quality!
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 without any hiccups!
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 financial terminology and be ready to discuss how your previous experience aligns with the role.
✨Showcase Your Organisational Skills
As a Wealth Management Administrator, organisation is key. Prepare examples from your past roles where you successfully managed multiple tasks or projects. This will demonstrate your ability to handle the fast-paced environment they mentioned.
✨Practice Your Communication
Since you'll be dealing with clients and advisers, strong communication skills are essential. Practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend to refine your delivery.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the team dynamics or the company's approach to client relationships. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
