Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support an Associate Director and deliver top-notch client experiences.
- Company: Dynamic financial planning firm in Fareham with a focus on client satisfaction.
- Benefits: Flexible working, non-contributory pension, private medical insurance, and more.
- Other info: Great opportunity for career growth in a collaborative setting.
- Why this job: Join a supportive team and enhance your skills in a rewarding environment.
- Qualifications: Three years of experience, Intelliflo knowledge, and strong interpersonal skills.
The predicted salary is between 30000 - 40000 £ per year.
A financial planning firm in Fareham is seeking a Senior Financial Planning Administrator to support an Associate Director and deliver a high-quality client experience. This role entails managing diaries, providing administrative support, and ensuring effective client communication.
Candidates should possess a minimum of three years of relevant experience, knowledge of Intelliflo, and strong interpersonal skills.
The firm promotes a flexible working environment and offers a comprehensive benefits package, including a non-contributory pension scheme and private medical insurance.
Client-Focused Financial Planning Admin Lead in Fareham employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client-Focused Financial Planning Admin Lead in Fareham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client experience and think of examples from your past work that showcase your skills in diary management and client communication.
✨Tip Number 3
Practice your interpersonal skills! Role-play common interview scenarios with a friend or family member. This will help you feel more confident when discussing how you can enhance the client experience.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and get noticed. Plus, it shows you're genuinely interested in joining our team.
We think you need these skills to ace Client-Focused Financial Planning Admin Lead in Fareham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience, especially in financial planning and administration. We want to see how your skills align with the role of a Senior Financial Planning Administrator.
Showcase Your Interpersonal Skills: Since this role involves effective client communication, don’t forget to mention any experiences where you’ve successfully interacted with clients or colleagues. We love seeing those strong interpersonal skills in action!
Highlight Your Tech Savvy: If you’ve got experience with Intelliflo or similar software, make it known! We’re looking for someone who can hit the ground running, so showcasing your tech skills will definitely give you an edge.
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 us!
How to prepare for a job interview at Attivo Group
✨Know Your Stuff
Make sure you brush up on your knowledge of Intelliflo and any relevant financial planning tools. Being able to discuss how you've used these in your previous roles will show that you're not just familiar with the software, but that you can leverage it to enhance client experiences.
✨Showcase Your Interpersonal Skills
Since this role is all about client communication, be prepared to share examples of how you've successfully managed client relationships in the past. Think of specific situations where your interpersonal skills made a difference, and be ready to discuss them.
✨Demonstrate Flexibility
The firm values a flexible working environment, so highlight your adaptability. Share instances where you've successfully adjusted to changing priorities or worked collaboratively with others to meet client needs, showing that you can thrive in a dynamic setting.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and the company. You might want to ask about their approach to client satisfaction or how they support their team in professional development.