Administrator - Wealth Management

Administrator - Wealth Management

Farnham Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support clients and advisers by managing applications and ensuring compliance.
  • Company: Join a growing international Wealth Management business with a strong network of Financial Advisers.
  • Benefits: Enjoy flexible start times and opportunities for career growth in a dynamic team environment.
  • Why this job: Be part of a friendly team, enhance your skills, and make a real impact in financial services.
  • Qualifications: Strong attention to detail and communication skills; previous experience in finance is a plus but not required.
  • Other info: Training provided for the right candidate; office-based role with a Monday to Friday schedule.

The predicted salary is between 28800 - 43200 £ per year.

Job Description

An international Wealth Management business with a network of Financial Advisers is looking for a strong administrator with great people skills to support their clients and advisers. Ideally, youll have previous experience supporting in a highly regulated environment such as financial services, but training will be provided to the right candidate.
The role will assist with submitting all new busin…

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Administrator - Wealth Management employer: Venus Recruitment Limited

Join an international Wealth Management business that values strong communication and relationship-building skills, offering a supportive environment for personal and professional growth. With a focus on compliance and client satisfaction, this role provides the opportunity to work in a friendly, dynamic team while receiving training to enhance your financial services expertise. Enjoy a flexible working schedule and the potential for career advancement in a thriving sector.
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Contact Detail:

Venus Recruitment Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Administrator - Wealth Management

✨Tip Number 1

Familiarise yourself with the financial services industry, especially wealth management. Understanding the basics of how financial advisers operate and the compliance requirements they must adhere to will give you a solid foundation to discuss during interviews.

✨Tip Number 2

Network with professionals in the wealth management sector. Attend industry events or join online forums to connect with people who can provide insights into the role and potentially refer you to opportunities within their organisations.

✨Tip Number 3

Highlight your communication and relationship-building skills in conversations. Be prepared to share examples of how you've successfully supported clients or colleagues in previous roles, as this will demonstrate your suitability for the position.

✨Tip Number 4

Show your eagerness to learn by researching compliance regulations relevant to the role. Being knowledgeable about these topics will not only impress interviewers but also show that you're proactive and ready to take on the responsibilities of the job.

We think you need these skills to ace Administrator - Wealth Management

Attention to Detail
Strong Communication Skills
Relationship Building
Compliance Knowledge
Administrative Skills
Organisational Skills
Problem-Solving Skills
Time Management
Ability to Work Under Pressure
Adaptability
Customer Service Orientation
Proficiency in Office Software
Learning Agility
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in administration, particularly in regulated environments like financial services. Emphasise your attention to detail and any previous roles that required strong communication skills.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your ability to build relationships and adhere to compliance requirements.

Highlight Relevant Skills: In your application, clearly outline your professional written and verbal communication skills. Provide examples of how you've successfully supported clients or colleagues in previous roles.

Show Willingness to Learn: Express your keenness to learn and complete training in your application. Mention any past experiences where you quickly adapted to new systems or processes, demonstrating your commitment to personal growth.

How to prepare for a job interview at Venus Recruitment Limited

✨Showcase Your People Skills

Since the role requires strong communication and relationship-building skills, be prepared to discuss examples of how you've successfully interacted with clients or colleagues in the past. Highlight any experiences where you resolved conflicts or built rapport.

✨Demonstrate Attention to Detail

Given the importance of compliance and document auditing in this position, come ready to discuss how you ensure accuracy in your work. You might want to share specific instances where your attention to detail made a difference in a previous role.

✨Familiarise Yourself with Financial Services

Even if you don't have direct experience in financial services, doing some research on the industry can help. Understand basic terms and processes related to wealth management, as this will show your keenness to learn and adapt.

✨Ask Insightful Questions

Prepare thoughtful questions about the company culture, training opportunities, and career growth within the organisation. This not only shows your interest in the role but also helps you gauge if it's the right fit for you.

Administrator - Wealth Management
Venus Recruitment Limited
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