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- Tasks: Support financial advisers and clients with excellent service and administration.
- Company: Leading financial advisory firm in Barnstaple with a strong reputation.
- Benefits: Competitive salary, training support, and hybrid working options.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong Microsoft Office skills.
- Other info: Full-time, permanent role with opportunities for growth.
The predicted salary is between 30000 - 42000 £ per year.
A leading financial advisory firm in Barnstaple is looking for a Client Services Executive to provide excellent support to financial advisers and clients. This full-time, permanent role involves client liaison, administration support, and relationship management.
Ideal candidates will have experience in financial services and proficient skills in Microsoft Office.
The position offers competitive salary, training support, and hybrid working options.
Wealth Management Client Services Specialist in Barnstaple employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Client Services Specialist in Barnstaple
✨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 or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your skills in client liaison and administration can shine through. Practise common interview questions so you can confidently showcase your experience.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. It shows your enthusiasm for the role and keeps you on their radar as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Wealth Management Client Services Specialist role. Plus, it’s a great way to stay updated on new openings tailored just for you.
We think you need these skills to ace Wealth Management Client Services Specialist in Barnstaple
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and showcases your skills in Microsoft Office. We want to see how your background aligns with the role of a Client Services Executive.
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 effectively. Let us know what makes you the perfect fit!
Showcase Your Communication Skills: As a Client Services Specialist, communication is key. In your application, demonstrate your ability to liaise with clients and manage relationships. We love seeing examples of how you've excelled in this area before.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this opportunity!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services before the interview. Understand the basics of wealth management and be ready to discuss how you can support financial advisers and clients effectively.
✨Show Off Your Microsoft Office Skills
Since proficiency in Microsoft Office is a must, be prepared to talk about your experience with tools like Excel, Word, and PowerPoint. Maybe even mention specific projects where you used these skills to enhance client service or streamline processes.
✨Demonstrate Your Client Liaison Experience
Think of examples from your past roles where you successfully managed client relationships. Be ready to share how you handled difficult situations or went above and beyond to ensure client satisfaction.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, training opportunities, and hybrid working options. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
