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- Tasks: Process new business and manage existing client relationships in a dynamic financial planning firm.
- Company: Reputable financial planning firm located in Knutsford.
- Benefits: Competitive salary, 23 days holiday, and pension contributions.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: At least 2 years of experience in a similar client services role.
- Other info: Great opportunity for career growth in the finance sector.
The predicted salary is between 23000 - 27000 £ per year.
A financial planning firm in Knutsford is seeking a Client Services role responsible for processing new business and managing existing clients. The successful candidate will possess at least 2 years of experience in a similar role, ensure compliance, and support client advisers.
This position offers a competitive salary ranging from £23,000 to £27,000, along with benefits such as 23 days of holiday and pension contributions.
IFA Client Services Administrator in Knutsford employer: Bond Recruitment Ltd
Contact Detail:
Bond Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Client Services Administrator in Knutsford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector 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 company and its values, and think about how your experience aligns with their needs. Practising common interview questions can help you feel more confident when it’s your turn to shine.
✨Tip Number 3
Showcase your skills! If you’ve got experience in processing new business or managing client relationships, make sure to highlight these in conversations. Use specific examples to demonstrate how you can add value to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Client Services Administrator role. Plus, applying directly shows your enthusiasm and commitment to joining the team.
We think you need these skills to ace IFA Client Services Administrator in Knutsford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client services and compliance. We want to see how your skills match 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 our team. Share specific examples from your past roles that demonstrate your ability to support client advisers and manage existing clients.
Showcase Your Attention to Detail: In a role like this, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves!
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’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Bond Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and client services. Familiarise yourself with the specific processes involved in managing new business and existing clients, as well as compliance regulations. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Experience
With at least 2 years of experience required, be ready to discuss your previous roles in detail. Prepare examples of how you've successfully processed new business or supported client advisers in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask during the interview. This could be about the firm's approach to client management or how they ensure compliance. It shows that you're engaged and genuinely interested in how you can contribute to their success.
✨Dress the Part
First impressions matter! Dress professionally to reflect the financial planning environment. A smart outfit not only boosts your confidence but also signals to the interviewers that you take the opportunity seriously.
