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- 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 Hampshire 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 Hampshire
✨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 the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, especially their approach to client experience. Be ready to discuss how your skills align with their needs, particularly your experience with Intelliflo and managing client communications.
✨Tip Number 3
Showcase your interpersonal skills! During interviews, highlight specific examples of how you've built strong relationships with clients or colleagues. This will demonstrate that you can deliver the high-quality client experience they’re after.
✨Tip Number 4
Don’t forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you’re serious about joining the team and helps us keep track of your application.
We think you need these skills to ace Client-Focused Financial Planning Admin Lead in Hampshire
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 excelled in building relationships. We love seeing candidates who can connect with clients!
Highlight Your Tech Savvy: If you’ve got experience with Intelliflo or similar software, make it stand out! We’re looking for someone who can hit the ground running, so let us know how tech-savvy you are.
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 your experience with these systems will show that you're ready to hit the ground running.
✨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.
✨Demonstrate Your Organisational Skills
As you'll be managing diaries and providing administrative support, come equipped with examples of how you've effectively organised tasks or projects in previous roles. This will highlight your ability to keep things running smoothly.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to client service and their team dynamics. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values.