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- Tasks: Support clients and manage diaries while preparing insightful reports.
- Company: A lifestyle financial planning firm dedicated to client satisfaction.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Three years of experience in financial planning and strong organisational skills.
- Other info: Ideal for those passionate about delivering high-quality client service.
The predicted salary is between 36000 - 60000 £ per year.
A lifestyle financial planning firm in the United Kingdom is seeking a Senior Financial Planning Administrator to support an Associate Director and their clients. The role involves managing diaries, preparing reports, and ensuring excellent client communication.
Candidates should have at least three years of experience in a similar role, ideally with knowledge of Intelliflo or a similar tool. This position requires exceptional organisational skills and a client-focused approach, delivering high-quality service to ensure client satisfaction.
Senior Financial Planning Coordinator employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Coordinator
✨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 values. Tailor your responses to show how your experience aligns with their needs, especially your organisational skills and client-focused approach.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build confidence. Focus on articulating your experience with tools like Intelliflo and how you've delivered high-quality service in past roles.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to showcase your skills and experience directly to potential employers. Plus, it shows you're serious about landing that Senior Financial Planning Coordinator role!
We think you need these skills to ace Senior Financial Planning Coordinator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and client communication. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Financial Planning Coordinator role. We love seeing your personality come through, so let us know what excites you about working with us.
Showcase Your Organisational Skills: Since this role requires exceptional organisational skills, make sure to provide examples of how you've successfully managed diaries or prepared reports in your previous roles. We want to see your ability to keep things running smoothly!
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 during the process!
How to prepare for a job interview at Attivo Group
✨Know Your Financial Tools
Make sure you brush up on your knowledge of Intelliflo or any similar tools. Be ready to discuss how you've used these in your previous roles, as this will show your technical competence and readiness for the position.
✨Demonstrate Organisational Skills
Prepare examples that showcase your exceptional organisational skills. Think about times when you successfully managed multiple tasks or projects simultaneously, and be ready to share these stories during the interview.
✨Client Communication is Key
Since the role involves excellent client communication, think of specific instances where you’ve gone above and beyond for a client. Highlight your approach to maintaining strong relationships and ensuring client satisfaction.
✨Research the Company Culture
Take some time to understand the lifestyle financial planning firm’s values and culture. This will help you tailor your responses to align with their ethos, showing that you’re not just a fit for the role but also for the team.
