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- Tasks: Support advisers and deliver exceptional client service in a dynamic financial planning environment.
- Company: Reputable Chartered Financial Planning firm with a collaborative team culture.
- Benefits: Flexible hybrid work, competitive salary, and opportunities for professional growth.
- Why this job: Join a well-run advice business and make a real difference in client satisfaction.
- Qualifications: Experience in financial planning or wealth management and strong organisational skills.
- Other info: Enjoy a flexible work-life balance with 1-2 days on-site.
The predicted salary is between 28800 - 43200 £ per year.
A reputable Chartered Financial Planning firm in Newbury is seeking a Financial Planning Administrator to provide exceptional client service and support to advisers. This hybrid role allows flexibility with 1-2 days on-site and offers a collaborative team culture.
The right candidate will have experience in financial planning or wealth management and strong organizational skills. You will be at the heart of a well-run advice business, ensuring smooth operations and client satisfaction.
Hybrid Financial Planning Administrator in Newbury employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Financial Planning Administrator in Newbury
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the firm and its culture, especially since this role is all about collaboration. Show them you’re not just a fit on paper but also a great team player.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you shine in your application process. Plus, it’s a direct line to us, making it easier for you to stand out.
We think you need these skills to ace Hybrid Financial Planning Administrator in Newbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning or wealth management. We want to see how your skills align with the role, 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 excited about this hybrid role and how you can contribute to our collaborative team culture. Let us know what makes you the perfect fit!
Showcase Your Organisational Skills: Since strong organisational skills are key for this position, give examples in your application of how you've successfully managed tasks or projects in the past. We love seeing how you 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 our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of financial planning and wealth management. Familiarise yourself with the latest trends and regulations in the industry, as well as the specific services offered by the firm. This will show that you're not just interested in the role but are also committed to providing exceptional client service.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, be prepared to discuss how you've successfully managed multiple tasks or projects in the past. Bring examples of how you’ve kept things running smoothly, whether it’s through effective scheduling, prioritising tasks, or using tools to stay organised.
✨Emphasise Team Collaboration
This position is all about working within a collaborative team culture. Be ready to share experiences where you’ve worked effectively with others, supported colleagues, or contributed to a positive team environment. Highlighting your ability to communicate and collaborate will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. Inquire about the firm's approach to client satisfaction, the tools they use for financial planning, or how they foster team collaboration. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values.
