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- Tasks: Generate switch forms and respond to team queries in a dynamic environment.
- Company: Leading independent financial advisory firm with a focus on growth.
- Benefits: Competitive salary, flexible working, and professional development opportunities.
- Why this job: Join a supportive team and develop your skills in the finance sector.
- Qualifications: Detail-oriented with the ability to manage multiple tasks efficiently.
- Other info: Hybrid role offering a balance of remote and office work.
The predicted salary is between 28800 - 43200 £ per year.
A leading independent financial advisory firm in Bromsgrove is seeking an Investment Support Administrator for a full-time role. This hybrid position involves generating switch forms through the CRM system and responding to team queries.
The ideal candidate should have strong attention to detail, be able to achieve productivity targets, and handle multiple tasks efficiently.
The firm offers a competitive salary and a range of benefits including flexible working and professional development opportunities.
Investment Support Specialist - Hybrid, Detail-Driven Growth in Bromsgrove employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Support Specialist - Hybrid, Detail-Driven Growth in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to people in the financial advisory space, especially those who work at firms you’re interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for the interview by researching the company and its values. We want you to show how your attention to detail and productivity skills align with their goals. Tailor your answers to reflect what they’re looking for!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable talking about your experiences and how they relate to the role of an Investment Support Specialist. Confidence is key!
✨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 the initiative to connect directly with us.
We think you need these skills to ace Investment Support Specialist - Hybrid, Detail-Driven Growth in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your attention to detail and ability to manage multiple tasks. We want to see how your skills align with the role of Investment Support Specialist, so don’t hold back on showcasing relevant experiences!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your experience with CRM systems and how you’ve successfully handled queries in the past.
Showcase Your Productivity Skills: Since achieving productivity targets is key for this role, include examples of how you’ve met or exceeded targets in previous positions. We love to see candidates who can juggle tasks efficiently!
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’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Numbers
As an Investment Support Specialist, you'll be dealing with financial data. Brush up on key financial concepts and metrics relevant to the role. Being able to discuss these confidently will show your understanding and attention to detail.
✨Master the CRM System
Since generating switch forms through the CRM system is a key part of the job, familiarise yourself with common CRM functionalities. If possible, practice using a similar system beforehand so you can speak about your experience and how you would handle tasks efficiently.
✨Showcase Your Multitasking Skills
Prepare examples from your past experiences where you've successfully managed multiple tasks at once. This could be during previous jobs or even in academic settings. Highlighting your ability to juggle responsibilities will resonate well with the interviewers.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to professional development or how they measure productivity targets. This demonstrates your enthusiasm and commitment to growth.
