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- Tasks: Support clients and advisers by managing applications and ensuring compliance.
- Company: Join an expanding international Wealth Management business with a strong adviser network.
- Benefits: Enjoy flexible start times and opportunities for career growth in a dynamic team.
- Why this job: Perfect for those keen to learn in a friendly environment while building financial services experience.
- Qualifications: Strong attention to detail and communication skills; previous experience in finance is a plus but not required.
- Other info: Office-based role, Monday to Friday, with training provided for the right candidate.
The predicted salary is between 28800 - 43200 £ per year.
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 business applications to providers, monitoring progress, and auditing documents from the adviser to ensure they meet compliance requirements.
This position requires strong communication and relationship building skills as youll work with clients to ensure a first-class journey and liaise with providers and trustees to ensure the smooth progress of applications.
This is an office-based role working 7 hours a day Monday to Friday, and there is some flex on the start time.
The Administrator will have:
- Strong attention to detail and up to date systems skills
- Professional written and verbal communication skills
- The ability to adhere to administrative systems, policies, and procedures
- Keenness to actively learn and complete training to satisfy compliance requirements and improve personal knowledge.
This international business is expanding and offers potential for career growth in this exciting area of Wealth Management. If you\’re looking to work in a friendly, dynamic team where you can build on your financial services experience please apply.
Locations
Administrator - Wealth Management in Farnham, Surrey employer: Venus Recruitment Limited
Contact Detail:
Venus Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Wealth Management in Farnham, Surrey
✨Tip Number 1
Familiarise yourself with the wealth management industry and its regulations. Understanding the basics of compliance and financial services will give you an edge in conversations during interviews.
✨Tip Number 2
Highlight your people skills by preparing examples of how you've successfully built relationships in previous roles. This will demonstrate your ability to connect with clients and advisers effectively.
✨Tip Number 3
Research the company’s values and culture. Tailoring your approach to align with their ethos can show that you're a great fit for their team and are genuinely interested in contributing to their success.
✨Tip Number 4
Prepare questions to ask during the interview about the training and development opportunities available. This shows your eagerness to learn and grow within the role, which is highly valued in this position.
We think you need these skills to ace Administrator - Wealth Management in Farnham, Surrey
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 where you supported clients or advisers.
Craft a Compelling Cover Letter: Write a cover letter that showcases your strong communication skills and your ability to build relationships. Mention your eagerness to learn and how you can contribute to providing a first-class journey for clients.
Highlight Compliance Knowledge: If you have any experience with compliance requirements or administrative systems, be sure to mention it. Even if you haven't worked in financial services before, showing an understanding of the importance of compliance can set you apart.
Show Enthusiasm for Learning: Express your keenness to actively learn and complete training in your application. This role values personal growth, so demonstrating your willingness to improve your knowledge will resonate well with the hiring team.
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 auditing in this role, 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 job.
✨Familiarise Yourself with Financial Services
Even if you don't have direct experience in financial services, doing some research can help. Understand basic terms and processes related to wealth management, as this will show your keenness to learn and adapt to the industry.
✨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.
