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- Tasks: Support advisers and ensure smooth office operations in finance and wealth management.
- Company: Join Willday Wealth Management, a well-established firm with a supportive team culture.
- Benefits: Enjoy 28 days holiday, gym membership, and a workplace pension.
- Other info: Great opportunity for growth in a dynamic and professional environment.
- Why this job: Kickstart your career in finance while making a real impact on client experiences.
- Qualifications: Strong organisational skills and a client-focused approach are essential.
The predicted salary is between 30000 - 40000 £ per year.
As a well-established wealth management firm, Willday Wealth Management is seeking a highly organised and proactive Financial Services Administrator Support to support our advisers and ensure the smooth day-to-day running of the office. This role is ideal for someone with strong administrative skills, excellent attention to detail, and a professional, client-focused approach. It offers a great opportunity to build a career within the finance and wealth management sector. You will play a key role in supporting client interactions, managing documentation, and assisting advisers with administrative processes to ensure a seamless client experience.
Key Responsibilities:
- Answering incoming phone calls and acting as the first point of contact for clients
- Welcoming clients into the office and preparing meeting rooms and refreshments
- Managing incoming and outgoing post, including trips to the post office
- Scanning, organising, and uploading documents to internal CRM systems
- Monitoring shared inboxes and responding or redirecting queries as required
- Liaising with providers to chase outstanding information
- Processing letters of authority and organising policy documentation
- Supporting advisers with post‑meeting administration and client file management
- Preparing annual review documentation, including: Fund performance and information, Cashflow reports (where required)
- Assisting with submissions through internal systems and simple online processes
About You:
The ideal candidate will:
- Have excellent organisational skills and strong attention to detail
- Be confident communicating via phone, email, and in person
- Be professional, personable, and client-focused
- Have the ability to prioritise and manage multiple tasks efficiently
- Be comfortable using systems and handling sensitive information securely
- Have good working knowledge of Microsoft Office
- Previous experience or knowledge of financial services is beneficial but not essential.
What Willday Offers:
- 28 days holiday (including bank holidays)
- Additional holiday per year of service (capped at 5 days)
- Option to carry over up to 3 unused holiday days
- Workplace pension (5% employee / 3% employer via True Potential)
- Free DMU gym membership
- Supportive team environment within a growing business
Administrator Support – Finance & Wealth Management in Leicester employer: Willday Wealth Management Limited
Contact Detail:
Willday Wealth Management Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator Support – Finance & Wealth Management in Leicester
✨Tip Number 1
Network like a pro! Reach out to people in the finance and wealth management sector, attend industry events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Practice your interview skills! Mock interviews with friends or family can help you feel more confident. Focus on showcasing your organisational skills and attention to detail, as these are key for the Administrator Support role.
✨Tip Number 3
Be proactive! If you see a job that fits, don’t wait around. Apply through our website and follow up with a friendly email to express your enthusiasm. It shows initiative and can set you apart from other candidates.
✨Tip Number 4
Tailor your approach! Research Willday Wealth Management and understand their values. When you get the chance to chat with them, mention how your skills align with their needs, especially in client interactions and administrative support.
We think you need these skills to ace Administrator Support – Finance & Wealth Management in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Administrator Support. Highlight your organisational skills and attention to detail, as these are key for this position. We want to see how your experience aligns with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your client-focused approach and how you can support our advisers. Be personable and professional, just like we are at StudySmarter, and make sure to express your enthusiasm for the finance and wealth management sector.
Showcase Relevant Skills: Don’t forget to highlight any relevant skills or experiences that relate to the tasks listed in the job description. Whether it's managing documentation or communicating effectively, we want to see how you can contribute to a seamless client experience.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Willday Wealth Management Limited
✨Know Your Stuff
Before the interview, make sure you understand the basics of finance and wealth management. Brush up on key terms and concepts that might come up during the conversation. This will show your potential employer that you're genuinely interested in the field and ready to contribute.
✨Showcase Your Organisational Skills
Since the role requires strong administrative skills, prepare examples from your past experiences where you've demonstrated excellent organisation. Whether it’s managing multiple tasks or keeping track of important documents, be ready to share specific instances that highlight your abilities.
✨Practice Client Interactions
As you'll be the first point of contact for clients, practice how you would handle phone calls and in-person greetings. Role-play with a friend or family member to refine your communication style and ensure you come across as professional and personable.
✨Prepare Questions
Interviews are a two-way street, so think of insightful questions to ask about the company culture, team dynamics, and what success looks like in this role. This not only shows your interest but also helps you determine if the company is the right fit for you.