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- Tasks: Provide technical expertise and produce detailed financial planning reports.
- Company: Dynamic financial services provider in North Leeds.
- Benefits: Competitive salary up to £30k plus a bonus scheme.
- Why this job: Join a supportive team and make a real impact on clients' financial journeys.
- Qualifications: Experience in technical support and strong communication skills.
- Other info: Opportunity to attend client meetings and grow your career.
The predicted salary is between 24000 - 36000 £ per year.
A financial services provider in North Leeds is seeking a Technical Administrator to join their team. This role involves providing technical expertise, conducting research, and producing detailed financial planning reports. You will support the full client journey and may occasionally attend client meetings.
The ideal candidate has experience in a similar technical support role and possesses strong communication skills. A competitive salary of up to £30k plus a bonus scheme is on offer.
Financial Planning Tech Specialist — Bonus Scheme in Leeds employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Tech Specialist — Bonus Scheme in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills align with their needs. Practise common interview questions and be ready to showcase your technical expertise and communication skills.
✨Tip Number 3
Don’t just apply anywhere—apply through our website! We’ve got a streamlined process that makes it easy for you to get your application noticed. Plus, it shows you’re genuinely interested in joining our team.
✨Tip Number 4
Follow up after your interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Financial Planning Tech Specialist — Bonus Scheme in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in technical support roles, especially those related to financial planning. We want to see how your skills align with what we’re looking for!
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 Financial Planning Tech Specialist role and how your communication skills can enhance our client journey.
Showcase Your Research Skills: Since the role involves conducting research, include examples of how you've successfully gathered and analysed data in previous positions. We love seeing candidates who can back up their claims with real-life experiences!
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 Burgh Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the key concepts and tools used in the industry, as well as any recent trends or changes. This will help you demonstrate your technical expertise during the interview.
✨Showcase Your Communication Skills
Since strong communication skills are essential for this role, practice explaining complex financial concepts in simple terms. You might be asked to present a financial report or discuss a case study, so being clear and concise is key.
✨Research the Company
Take some time to learn about the financial services provider you're interviewing with. Understand their values, services, and client base. This will not only help you tailor your answers but also show that you're genuinely interested in the role.
✨Prepare Questions for Them
Interviews are a two-way street, so prepare thoughtful questions to ask your interviewers. Inquire about the team dynamics, the types of clients they work with, or how they measure success in this role. This shows your enthusiasm and helps you gauge if it's the right fit for you.
