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- Tasks: Support Financial Planning Consultants with admin tasks and client record management.
- Company: Leading independent Accountancy firm in Carlisle with a supportive team.
- Benefits: Competitive salary, pension scheme, and flexible working options.
- Why this job: Kickstart your career in finance while gaining valuable experience and qualifications.
- Qualifications: Strong admin and customer service skills; ambition for professional growth.
- Other info: Join a dynamic team and enjoy a flexible work-life balance.
The predicted salary is between 30000 - 42000 £ per year.
A leading independent Accountancy firm in Carlisle is looking for a Financial Planning Assistant to provide essential administrative support to Financial Planning Consultants. You will manage client records, respond to inquiries, and ensure compliance requirements are met.
The ideal candidate has strong administrative and customer service skills, with an ambition to pursue professional qualifications.
This position offers competitive salary and benefits, including pension scheme and flexible working options.
Financial Planning Assistant — Client Support & Admin in Carlisle employer: Armstrong Watson
Contact Detail:
Armstrong Watson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant — Client Support & Admin in Carlisle
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend local events, or join online forums. 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 interviews by researching the company and its values. We want to show that you’re not just another candidate but someone who genuinely cares about their mission and can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions. We can help you with this! Think about how your skills in administration and customer service can shine through in your answers.
✨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 Financial Planning Assistant — Client Support & Admin in Carlisle
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your administrative and customer service skills. We want to see how your experience aligns with the role of a Financial Planning Assistant, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can support our consultants. Keep it friendly and professional, just like us at StudySmarter.
Showcase Your Ambition: Mention any aspirations you have for professional qualifications in your application. We love candidates who are eager to learn and grow, so let us know how you plan to develop your skills in the financial sector!
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 Armstrong Watson
✨Know Your Numbers
Brush up on basic financial concepts and terminology relevant to the role. Being able to discuss financial planning principles confidently will show your potential employer that you’re serious about the position.
✨Showcase Your Admin Skills
Prepare examples of how you've successfully managed client records or handled administrative tasks in the past. Highlighting your organisational skills and attention to detail will be key in demonstrating your fit for this role.
✨Customer Service is Key
Think of scenarios where you’ve provided excellent customer service. Be ready to share these experiences, as the ability to respond to inquiries effectively is crucial for a Financial Planning Assistant.
✨Ask Smart Questions
Prepare thoughtful questions about the firm’s approach to financial planning and client support. This not only shows your interest in the role but also helps you gauge if the company aligns with your career ambitions.
