At a Glance
- Tasks: Manage client relationships and provide essential admin support in a dynamic wealth management environment.
- Company: Join a respected boutique wealth management firm with a client-first approach.
- Benefits: Enjoy competitive salary, hybrid working, and 25 days annual leave plus bank holidays.
- Other info: Opportunity for long-term stability and career growth in a forward-thinking firm.
- Why this job: Be part of a supportive team where your skills will be valued and rewarded.
- Qualifications: Previous admin experience in finance, strong communication, and attention to detail required.
The predicted salary is between 35000 - 42000 £ per year.
Our client, a successful and well-established Boutique Wealth Management firm with an outstanding reputation for delivering tailored financial advice, is seeking an experienced and motivated Office Manager to join their growing team. This is an excellent opportunity to become part of a respected organisation that places clients at the heart of everything it does. With a strong and supportive working environment, this role also offers long-term stability.
The Role
As part of a highly professional team, you will be responsible for building and maintaining excellent client relationships and providing strong administration support to the team.
Key Responsibilities
- Handle incoming telephone calls and emails; liaise professionally with clients, solicitors, accountants, and providers.
- Support Advisers with ad-hoc administrative tasks as required.
- Maintain accurate and up-to-date client records.
- Manage administrative tasks and workflow items assigned within iO.
- Process withdrawals and drawdown requests.
- Complete month-end reconciliation of income from providers to bank cash receipts.
About You
The ideal candidate will have:
- Previous administrative experience in financial planning or wealth management.
- Excellent communication and relationship-building skills.
- A client-first approach with strong attention to detail.
- A proactive and professional attitude.
What's on Offer
- Competitive salary and hybrid working.
- Monday to Thursday 09:00 - 17:00, Friday 09:00 - 16:00.
- 25 days annual leave + bank holidays.
- Access to high-quality systems and resources.
If you're looking to join a forward-thinking Wealth Management firm where your expertise will be valued and rewarded, we’d love to hear from you.
Locations
Office Manager Wealth Management in Norfolk, Norwich employer: Todd Hayes Ltd
Todd Hayes Ltd is an excellent employer, offering a supportive work culture that prioritises safety and teamwork in the vibrant community of Shipdham, Norfolk. Employees benefit from opportunities for skill development and the potential for permanent placement, making it a rewarding environment for those looking to grow their careers. With a focus on reliability and collaboration, Todd Hayes Ltd fosters a sense of belonging and purpose among its workforce.
StudySmarter Expert Advice🤫
We think this is how you could land Office Manager Wealth Management in Norfolk, Norwich
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Todd Hayes Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Office Manager Wealth Management in Norfolk, Norwich
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Todd Hayes Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Todd Hayes Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Todd Hayes Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Todd Hayes Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Todd Hayes Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Todd Hayes Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
