Wealth Management System Admin | XPlan & Avoloq | Hybrid UK
Wealth Management System Admin | XPlan & Avoloq | Hybrid UK

Wealth Management System Admin | XPlan & Avoloq | Hybrid UK

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support the Wealth Planning team with CRM maintenance and enhance operational workflows.
  • Company: Leading wealth management company in Greater London with a focus on innovation.
  • Benefits: Salary up to £40,000, bonuses, and hybrid working options.
  • Why this job: Join a dynamic team and make a real impact in wealth management.
  • Qualifications: Strong understanding of financial products and proven IT skills required.
  • Other info: Opportunity for career growth in a supportive environment.

The predicted salary is between 36000 - 60000 £ per year.

A leading wealth management company in Greater London is seeking a System Administrator to support the Wealth Planning team with CRM maintenance and operational excellence. The role requires a strong understanding of financial products, FCA regulations, and proven IT skills. The ideal candidate will leverage their experience in wealth management to enhance workflows and ensure data integration. This opportunity offers a salary up to £40,000 per annum plus bonus and benefits, in a hybrid working environment.

Wealth Management System Admin | XPlan & Avoloq | Hybrid UK employer: VirtueTech Recruitment Group

Join a leading wealth management company in Greater London, where we prioritise employee growth and operational excellence. Our hybrid working environment fosters a collaborative culture, offering competitive salaries, bonuses, and comprehensive benefits that support your professional development. With a focus on innovation and a commitment to compliance, we empower our team members to excel in their roles while making a meaningful impact in the financial sector.
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Contact Detail:

VirtueTech Recruitment Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Management System Admin | XPlan & Avoloq | Hybrid UK

✨Tip Number 1

Network like a pro! Reach out to folks in the wealth management sector, especially those who work with XPlan and Avoloq. A friendly chat can open doors and give you insights that might just land you that interview.

✨Tip Number 2

Show off your skills! When you get the chance to meet potential employers, be ready to discuss how your IT skills and understanding of FCA regulations can enhance their workflows. We want to see you shine!

✨Tip Number 3

Prepare for the interview by brushing up on financial products and operational excellence. We recommend having specific examples ready that demonstrate your experience in these areas. It’s all about showing you’re the perfect fit!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.

We think you need these skills to ace Wealth Management System Admin | XPlan & Avoloq | Hybrid UK

CRM Maintenance
Operational Excellence
Financial Products Knowledge
FCA Regulations Understanding
IT Skills
Wealth Management Experience
Workflow Enhancement
Data Integration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in wealth management and your understanding of financial products. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant IT skills and knowledge of FCA regulations.

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 System Administrator role. We love seeing enthusiasm for the industry and how you can enhance workflows and data integration within our team.

Showcase Your IT Skills: Since this role requires proven IT skills, make sure to include specific examples of your technical expertise. Whether it’s CRM maintenance or other relevant software, we want to know how you’ve used these tools to drive operational excellence.

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 don’t miss out on any important updates regarding the process. Plus, it shows you’re keen to join our team!

How to prepare for a job interview at VirtueTech Recruitment Group

✨Know Your Financial Products

Make sure you brush up on your knowledge of financial products before the interview. Being able to discuss how different products work and their relevance to wealth management will show that you’re not just familiar with the basics, but that you can contribute meaningfully to the team.

✨Understand FCA Regulations

Familiarise yourself with the latest FCA regulations relevant to wealth management. This will demonstrate your commitment to compliance and operational excellence, which are crucial for the role. Be prepared to discuss how these regulations impact day-to-day operations.

✨Showcase Your IT Skills

Since the role requires proven IT skills, be ready to talk about your experience with CRM systems like XPlan and Avoloq. Highlight specific examples where you’ve improved workflows or data integration in previous roles, as this will illustrate your capability to enhance operational efficiency.

✨Prepare Questions About the Role

Think of insightful questions to ask during the interview. This could include inquiries about the team’s current challenges or how they measure success in the role. Asking thoughtful questions shows your genuine interest in the position and helps you assess if it’s the right fit for you.

Wealth Management System Admin | XPlan & Avoloq | Hybrid UK
VirtueTech Recruitment Group
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