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For Companies At a Glance
- Tasks: Provide exceptional support to financial advisers and clients in a dynamic environment.
- Company: Leading financial advisory firm in Bromsgrove with a strong reputation.
- Benefits: Competitive salary, flexible working options, and training opportunities.
- Why this job: Join a team where you can make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and proficiency in Microsoft applications.
The predicted salary is between 28800 - 43200 £ per year.
A leading financial advisory firm in Bromsgrove is seeking a Client Services Executive. This role requires providing exceptional support to financial advisers and clients.
The ideal candidate will have:
- Experience in financial services
- Knowledge of various financial products
- Proficiency in Microsoft applications
Competitive salary and benefits, including flexible working options and training opportunities, are offered.
Wealth Management Client Services Specialist (Hybrid) in Bromsgrove employer: AFH Financial Group.
Contact Detail:
AFH Financial Group. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Client Services Specialist (Hybrid) in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a role. You never know who might have the inside scoop on opportunities at firms like the one in Bromsgrove.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial products. We recommend creating a cheat sheet of key terms and concepts that you can refer to before your interview. Confidence is key!
✨Tip Number 3
Showcase your Microsoft skills! Since proficiency in Microsoft applications is a must, consider doing a quick refresher course or practice session. Being able to demonstrate your tech-savviness can really set you apart.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our team and ready to provide exceptional support to our clients.
We think you need these skills to ace Wealth Management Client Services Specialist (Hybrid) in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and knowledge of financial products. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client services and how you can support our financial advisers and clients. Keep it engaging and personal – we love to see your personality!
Showcase Your Microsoft Skills: Since proficiency in Microsoft applications is key for this role, make sure to mention any relevant experience you have. Whether it's Excel, Word, or PowerPoint, let us know how you've used these tools effectively in your previous roles.
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. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at AFH Financial Group.
✨Know Your Financial Products
Make sure you brush up on your knowledge of various financial products. The firm is looking for someone who can support financial advisers effectively, so being able to discuss different investment options confidently will set you apart.
✨Showcase Your Client Service Skills
Prepare examples from your past experiences where you've provided exceptional client service. Think about specific situations where you went above and beyond to help a client or adviser, as this will demonstrate your suitability for the role.
✨Familiarise Yourself with Microsoft Applications
Since proficiency in Microsoft applications is key, make sure you're comfortable using tools like Excel, Word, and PowerPoint. Consider doing a quick refresher on any advanced features that could be relevant to the role.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. This shows your genuine interest in the role and the company. You might want to inquire about the firm's approach to client relationships or how they support their advisers in delivering exceptional service.
