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- Tasks: Onboard clients, process tasks, and maintain CRM records in a supportive team.
- Company: Leading recruitment agency with a focus on financial planning.
- Benefits: Flexible working hours, hybrid model, and a great work-life balance.
- Why this job: Perfect for those wanting to blend work with personal life while making a difference.
- Qualifications: Experience in financial planning and strong client communication skills.
- Other info: Join a small, dynamic team with opportunities for growth.
The predicted salary is between 28800 - 43200 £ per year.
A leading recruitment agency is looking for a client servicing administrator to join their small financial planning office in Edinburgh. This role offers flexible working patterns, ideal for those seeking a balance between professional commitments and personal time.
Responsibilities include:
- Client onboarding
- Processing business tasks
- Maintaining CRM records
The ideal candidate will have experience in financial planning and be effective in client communications. This position is hybrid, allowing for school hours or condensed workweeks.
Flexible Financial Planning Administrator (Hybrid/Edinburgh) employer: Antony George Recruitment
Contact Detail:
Antony George Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Flexible Financial Planning Administrator (Hybrid/Edinburgh)
✨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 role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for client servicing roles and practice your responses. We recommend using the STAR method to structure your answers, showcasing your experience in financial planning and client communications.
✨Tip Number 3
Show off your skills! Create a portfolio or a presentation that highlights your achievements in client onboarding and CRM management. This can really set you apart from other candidates and give potential employers a taste of what you bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s super easy and ensures your application gets seen by the right people. Plus, we love seeing familiar faces from our community, so make sure to let us know you’re interested in the Flexible Financial Planning Administrator role!
We think you need these skills to ace Flexible Financial Planning Administrator (Hybrid/Edinburgh)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and client communications. We want to see how your skills match the role, so don’t be shy about showcasing relevant achievements!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this flexible role and how you can contribute to our small team in Edinburgh. Keep it friendly and professional.
Showcase Your Flexibility: Since this role offers flexible working patterns, let us know how you plan to balance work with personal commitments. Share any previous experiences where you successfully managed your time!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest 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 Antony George Recruitment
✨Know Your Financial Planning Basics
Brush up on your financial planning knowledge before the interview. Be ready to discuss key concepts and how they apply to client servicing. This shows you’re not just familiar with the role but genuinely interested in the field.
✨Showcase Your Client Communication Skills
Prepare examples of how you've effectively communicated with clients in the past. Whether it’s resolving issues or onboarding new clients, having specific anecdotes will demonstrate your ability to connect and build relationships.
✨Familiarise Yourself with CRM Systems
Since maintaining CRM records is part of the job, make sure you understand how these systems work. If you’ve used any specific CRM software before, be ready to talk about your experience and how you can leverage that in this role.
✨Embrace the Flexibility
This role offers flexible working patterns, so think about how you can balance work and personal commitments. Be prepared to discuss your ideal working hours and how you plan to manage your time effectively while meeting client needs.