Wealth Planning Client Liaison Administrator in Egham
Wealth Planning Client Liaison Administrator

Wealth Planning Client Liaison Administrator in Egham

Egham Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support advisors and enhance client interactions in a dynamic financial environment.
  • Company: Leading financial services provider with a focus on innovation and client service.
  • Benefits: 26 days annual leave, pension scheme, private healthcare, and hybrid work options.
  • Why this job: Kickstart your career in Wealth Management and make a real difference for clients.
  • Qualifications: Strong communication skills and a keen interest in financial planning.
  • Other info: Join a collaborative team with opportunities for growth and development.

The predicted salary is between 28800 - 48000 £ per year.

A leading financial services provider is seeking a Client Liaison Administrator to support advisors and enhance client interactions. This full-time, entry-level role in Egham offers a hybrid work environment. The ideal candidate will excel at managing communications across departments and possess an interest in Wealth Management.

Benefits include:

  • 26 days of annual leave
  • A contributory pension scheme
  • Private healthcare

Join a team dedicated to client service and innovation in financial planning.

Wealth Planning Client Liaison Administrator in Egham employer: Camp Beaumont

As a leading financial services provider, we pride ourselves on fostering a collaborative and innovative work culture that prioritises client service and employee development. Located in Egham, our hybrid work environment allows for flexibility while offering comprehensive benefits such as 26 days of annual leave, a contributory pension scheme, and private healthcare, ensuring our team members feel valued and supported in their career growth.
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Contact Detail:

Camp Beaumont Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Planning Client Liaison Administrator in Egham

✨Tip Number 1

Network like a pro! Reach out to current employees at the company on LinkedIn or through mutual connections. A friendly chat can give us insights into the company culture and might even lead to a referral!

✨Tip Number 2

Prepare for the interview by researching common questions for client liaison roles. We should practice our responses, focusing on how our skills align with enhancing client interactions in wealth management.

✨Tip Number 3

Showcase our communication skills during the interview. Since this role involves managing communications across departments, we should be ready to demonstrate how we can effectively liaise between teams.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed. Plus, it shows we’re genuinely interested in being part of the team dedicated to client service and innovation.

We think you need these skills to ace Wealth Planning Client Liaison Administrator in Egham

Client Communication
Interdepartmental Coordination
Wealth Management Knowledge
Customer Service Skills
Attention to Detail
Organisational Skills
Problem-Solving Skills
Adaptability
Team Collaboration
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Wealth Planning Client Liaison Administrator role. Highlight any relevant communication or client service experience to show us you're a great fit!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your interest in wealth management and how you can enhance client interactions. We love seeing genuine enthusiasm, so let your personality come through!

Showcase Your Communication Skills: Since this role involves managing communications across departments, make sure to demonstrate your strong communication skills in your application. Whether it's through examples in your CV or your cover letter, we want to see how you connect with others.

Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you'll be one step closer to joining our dedicated team in Egham!

How to prepare for a job interview at Camp Beaumont

✨Know Your Wealth Management Basics

Before the interview, brush up on your knowledge of wealth management. Understand key concepts and current trends in the industry. This will not only show your interest but also help you engage in meaningful conversations with the interviewers.

✨Showcase Your Communication Skills

As a Client Liaison Administrator, communication is key. Prepare examples from your past experiences where you successfully managed communications or resolved conflicts. Be ready to demonstrate how you can enhance client interactions effectively.

✨Research the Company Culture

Dive into the company’s values and culture. Understanding their approach to client service and innovation will allow you to tailor your responses to align with their mission. It shows that you’re genuinely interested in being part of their team.

✨Prepare Questions for Them

Interviews are a two-way street! Prepare thoughtful questions about the role, team dynamics, and growth opportunities within the company. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.

Wealth Planning Client Liaison Administrator in Egham
Camp Beaumont
Location: Egham

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