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- Tasks: Support Financial Planning Partners with admin tasks and client relationship management.
- Company: A dynamic wealth management firm based in Norwich.
- Benefits: Competitive holiday entitlement and support for professional qualifications.
- Why this job: Join a supportive team and enhance your skills in a thriving industry.
- Qualifications: Strong IT skills and experience in an office support role.
The predicted salary is between 30000 - 42000 £ per year.
A Norwich-based wealth management firm is seeking an experienced Administrator to provide technical and administrative support to Financial Planning Partners. This full-time role involves managing client relationships, maintaining the practice's CRM database, and preparing meeting documentation.
Candidates should have strong IT skills, attention to detail, and proven experience in an office support role. Competitive holiday entitlement and professional qualifications support are offered.
Boutique Wealth Management Admin – Partner Support in Norwich employer: Service Service
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Boutique Wealth Management Admin – Partner Support in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills in client relationship management and CRM systems can shine through. We want you to show them why you’re the best fit for their team!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, it’s a great way to ensure your application gets seen by the right people. Let’s get you started on this journey!
We think you need these skills to ace Boutique Wealth Management Admin – Partner Support in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in office support and client relationship management. We want to see how your skills align with the role, so don’t be shy about showcasing your IT prowess and attention to detail!
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 Boutique Wealth Management Admin role. Share specific examples of how you've supported teams in the past and how you can bring that experience to us.
Showcase Your Technical Skills: Since this role involves managing a CRM database, make sure to mention any relevant software or tools you’ve used. We love candidates who can hit the ground running, so let us know how tech-savvy you are!
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’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Service Service
✨Know Your Stuff
Make sure you understand the basics of wealth management and the specific role of an Administrator in this field. Brush up on key terms and processes, as well as the firm's services. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your IT Skills
Since strong IT skills are crucial for this role, be prepared to discuss your experience with CRM systems and any relevant software. If possible, bring examples of how you've used technology to improve efficiency or client relationships in previous roles.
✨Attention to Detail is Key
During the interview, highlight instances where your attention to detail made a difference in your work. Whether it was preparing documentation or managing client data, share specific examples that demonstrate your meticulous nature.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the team dynamics, the firm's approach to client relationships, or opportunities for professional development. It shows you're engaged and serious about the position.
