At a Glance
- Tasks: Support the Wealth Management team with client administration and office responsibilities.
- Company: Established wealth management business in NW London with a supportive team culture.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity to supervise a Junior Administrator and grow within a reputable firm.
- Why this job: Join a client-facing role where your organisational skills make a real difference.
- Qualifications: 3+ years in financial administration, strong communication, and attention to detail.
The predicted salary is between 33000 - 42000 £ per year.
Our client is an established wealth management business based in NW London, specialising in providing investment and financial planning services to clients, many of whom are retired and based overseas. They are looking for an experienced Senior Administrator to join their established team and provide support across the day-to-day running of the office, working closely with the Wealth Managers and Financial Planners. This is a varied role combining client administration, financial administration and general office responsibilities. The successful candidate will be an important point of contact for clients and will need to be highly organised, professional and confident managing a varied workload.
Responsibilities
- Managing incoming emails, telephone calls and general client enquiries, directing queries to the relevant Wealth Manager where required
- Preparing correspondence and letters following client reviews and meetings
- Supporting the Wealth Management team with preparation for client reviews
- Arranging client reviews and managing the necessary follow-up afterwards
- Assisting with new client onboarding and processing new business
- Liaising with clients and external providers as required
- Updating and maintaining accurate client information on internal systems
- Recording fees, payments and other relevant financial information
- Preparing new client packs and other documentation
- Monitoring client requests, including requests relating to the movement of funds
- Keeping records and systems up to date
- Monitoring income payments, management fees and asset transfer reports
- Producing client valuations and liaising with providers to obtain outstanding statements
- Dealing with client and provider queries and ensuring they are followed through to completion
- Supporting and overseeing client-related systems and processes
- Assisting with general office administration and management
- Potentially supervising and supporting a Junior Administrator
About You
- At least 3 years' experience in a financial administration role
- Previous experience within wealth management or an IFA environment is essential
- Strong written and verbal communication skills
- Excellent attention to detail and a high level of accuracy
- Comfortable working with figures and financial information
- Confident using Microsoft Office and other IT systems
- Highly organised with the ability to manage a varied and changing workload
- Able to work independently while also being part of a wider team
- Professional, personable and confident when dealing with clients
- Strong work ethic and a proactive approach
The successful candidate will be joining an established team in a client-facing role where attention to detail, organisation and good communication are particularly important.
Salary: £33,000–£42,000 depending on experience
Hours: Monday to Friday, 9:00am–5:30pm
Administrator in London employer: Spencers Recruitment
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StudySmarter Expert Advice🤫
We think this is how you could land Administrator in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Spencers Recruitment. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Spencers Recruitment.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Spencers Recruitment. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Administrator in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Spencers Recruitment and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Spencers Recruitment how you can be a team player!
How to prepare for a job interview at Spencers Recruitment
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Spencers Recruitment.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Spencers Recruitment's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
