Financial Administrator (Wealth Management)
Description du poste
Texte original importé depuis Reed
Our client is looking for a talented individual to join their Financial Planning Support team for a full-time permanent role in the administration team, based in North London.
Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.
Key tasks will include:
- Acting as the point of contact between advisers, clients and third party product providers
- Establishing and maintaining electronic client files (Curo CRM)
- Obtaining information and maintaining accurate records
- Sourcing quotations, illustrations and supporting documentation
- Preparing valuations, reports and other material for client meetings
- Processing new business applications and maintaining accurate records of transactions
The role requires the following key attributes;
- Detail: excellent attention to detail
- Prioritisation: the ability to work independently and proactively
- Communication: strong written and verbal communication skills
- Min. five years relevant industry experience required
- Graduate Preferred
If you are interested in this position, please email your CV to Josie at Artemis Recruitment.
Compétences clés extraites
Notre IA a analysé l'offre pour identifier les compétences attendues.
Nos conseils pour postuler
5 recommandations générées par notre IA pour maximiser vos chances.
⭐ Lead your CV personal statement with explicit mention of financial services administration experience, as the advert states 'minimum five years relevant industry experience required' — this is the first filter applied.
📊 Quantify your back-office workload: e.g. 'Processed 120+ new business applications per quarter, maintaining 99% accuracy across client transaction records' to demonstrate scale and precision.
🖥️ Name Curo (Microsoft Dynamics) explicitly in your skills section and any role where you used it — the advert flags it as desirable and it will be an ATS keyword for this vacancy.
🎯 Tailor your experience bullets to mirror the six key tasks listed (point of contact, client files, records, quotations, valuations, new business) — use the advert's own language where possible.
🤝 Highlight your experience liaising between advisers, clients and third-party providers in a dedicated bullet, as the advert lists this as the primary point-of-contact responsibility.
Bullets CV suggérés
3 bullets générés par notre IA pour cette offre, alignés sur ses mots-clés ATS.
Ajoutez ces 3 bullets sous votre expérience la plus récente :
- •Managed electronic client files for a portfolio of 200+ wealth management clients using Curo CRM, reducing data discrepancies by 30% through monthly audit checks.
- •Processed 150 new business applications per year across multiple product providers, maintaining 100% accuracy on transaction records and meeting all regulatory documentation deadlines.
- •Prepared client valuation reports and meeting packs for 8 financial advisers, sourcing illustrations from 12 third-party providers and cutting report turnaround time from 5 days to 3 days.
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Votre lettre de motivation est prête
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Aperçu — adapté à Artemis Recruitment Consultants Ltd
Dear Hiring Manager,
Artemis Recruitment's Financial Administrator vacancy within wealth management is precisely the role my career has been building towards. With over five years of financial services administration experience, I have developed strong expertise in managing electronic client files, processing new business applications, and acting as the key liaison between advisers, clients and third-party product providers — all core requirements of this position.
My background in financial planning support includes preparing client valuations and meeting packs, sourcing quotations and illustrations, and maintaining accurate transaction records within back-office CRM systems. I am familiar with Microsoft Dynamics-based platforms and understand the precision required when handling regulated client data in a wealth management environment.
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Questions probables d'entretien
10 questions générées à partir de cette offre.
Techniques
- ›Walk us through how you use a CRM system such as Curo or Microsoft Dynamics to manage electronic client files day-to-day.
- ›How do you ensure accuracy when processing new business applications and maintaining transaction records?
- ›Describe your process for sourcing quotations and illustrations from third-party product providers.
- ›What steps do you take when preparing a client valuation report ahead of an adviser meeting?
- ›How have you managed competing deadlines across multiple adviser caseloads in a financial planning support role?
Comportementales
- ›Tell me about a time you identified an error in a client record before it caused a problem — what did you do?
- ›Describe a situation where you had to manage urgent requests from multiple advisers simultaneously. How did you prioritise?
- ›Give an example of when you had to communicate complex financial information clearly to a client or third party in writing.
- ›Tell me about a time you took initiative to improve an administrative process without being asked.
- ›Describe a situation where a third-party provider was slow to respond and how you resolved the delay to meet a client deadline.
Exemples de réponses STAR
Réponses modèles avec la méthode Situation-Tâche-Action-Résultat. À adapter à votre vécu.
Tell me about a time you identified an error in a client record before it caused a problem — what did you do?
Describe a situation where you had to manage urgent requests from multiple advisers simultaneously. How did you prioritise?
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