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- Tasks: Support clients and colleagues in a fast-paced financial planning environment.
- Company: Dynamic financial planning firm based in Chorley.
- Benefits: Competitive salary, professional development, and a collaborative team culture.
- Why this job: Join a team dedicated to excellence and make a difference in clients' financial journeys.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong communication skills.
- Other info: Ideal for those looking to grow in a supportive and dynamic workplace.
The predicted salary is between 28800 - 43200 £ per year.
A financial planning firm in Chorley is seeking a Client Relations team member to provide support to clients and colleagues. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and strong communication skills.
Responsibilities include:
- Ensuring data accuracy
- Meeting service level agreements
- Working within a collaborative environment
This role is ideal for individuals committed to professional excellence and capable of handling a fast-paced workplace.
Client Relations Specialist - Financial Planning in Chorley employer: Amber River True Bearing
Contact Detail:
Amber River True Bearing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relations Specialist - Financial Planning in Chorley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the hunt for a Client Relations Specialist role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for client relations roles and practice your responses. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.
✨Tip Number 3
Showcase your communication skills! During interviews, be sure to demonstrate your ability to communicate clearly and effectively. Use examples from your past experiences where you’ve successfully supported clients or collaborated with colleagues.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles like the Client Relations Specialist. Plus, it shows you’re genuinely interested in joining our team and helps us keep track of your application.
We think you need these skills to ace Client Relations Specialist - Financial Planning in Chorley
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 4 Diploma in Regulated Financial Planning right at the start. We want to see how your qualifications make you a perfect fit for the role!
Communicate Clearly: Strong communication skills are key for this position. Use clear and concise language in your application to demonstrate your ability to convey information effectively, just like you would with clients.
Emphasise Teamwork: Since this role involves collaboration, share examples of how you've worked well in a team before. We love seeing candidates who can thrive in a fast-paced environment while supporting their colleagues.
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 from our team!
How to prepare for a job interview at Amber River True Bearing
✨Know Your Stuff
Make sure you brush up on your Level 4 Diploma in Regulated Financial Planning. Be ready to discuss how your knowledge applies to the role and how it can benefit clients. This shows you're not just qualified, but genuinely interested in the field.
✨Show Off Your Communication Skills
Since strong communication is key for this role, practice articulating your thoughts clearly. Consider doing mock interviews with a friend or family member to refine your responses and ensure you come across as confident and approachable.
✨Understand Their Values
Research the financial planning firm’s values and mission. Be prepared to explain how your personal values align with theirs. This demonstrates that you’re not just looking for any job, but that you’re genuinely interested in contributing to their team.
✨Prepare for a Fast-Paced Environment
Think of examples from your past experiences where you successfully managed multiple tasks or worked under pressure. Share these stories during the interview to illustrate your ability to thrive in a fast-paced workplace.
