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- Tasks: Support advisors and enhance client interactions in a hybrid work environment.
- Company: Leading financial services provider with a focus on client service and innovation.
- Benefits: 26 days annual leave, contributory pension scheme, and private healthcare.
- Why this job: Kickstart your career in Wealth Management while making a real difference for clients.
- Qualifications: Strong communication skills and a keen interest in Wealth Management.
- Other info: Join a dynamic team dedicated to client-focused support and growth.
The predicted salary is between 28800 - 43200 £ per year.
A leading financial services provider is seeking a Client Liaison Administrator in Egham for an entry-level position. This role involves supporting advisors and enhancing client interactions while operating in a hybrid environment. The ideal candidate should excel in communication and have an interest in Wealth Management.
Benefits include:
- 26 days of annual leave
- A contributory pension scheme
- Private healthcare
Join a team focused on client service and innovation in financial planning.
Wealth Planning Liaison Administrator (Hybrid) – Client–Focused Support in Egham employer: Camp Beaumont
Contact Detail:
Camp Beaumont Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Liaison Administrator (Hybrid) – Client–Focused Support in Egham
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those working in wealth management. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by practising common questions related to client service and communication. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your passion for wealth management during interviews. Share any relevant experiences or projects that highlight your interest and skills in enhancing client interactions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Wealth Planning Liaison Administrator (Hybrid) – Client–Focused Support in Egham
Some tips for your application 🫡
Show Your Communication Skills: Since this role is all about client interactions, make sure your written application highlights your communication skills. Use clear and concise language to demonstrate how you can effectively support advisors and enhance client experiences.
Express Your Interest in Wealth Management: Let us know why you're interested in wealth management! Share any relevant experiences or coursework that sparked your passion for the field. This will show us that you're genuinely excited about the opportunity.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to the specific role of Client Liaison Administrator. Mention how your skills align with the job description and what you can bring to our team.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
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 concepts. Familiarise yourself with common financial terms and practices, as this will show your genuine interest in the field and help you engage more effectively with the interviewers.
✨Showcase Your Communication Skills
As a Client Liaison Administrator, communication is key. Prepare examples from your past experiences where you successfully communicated complex information or resolved client issues. This will demonstrate your ability to enhance client interactions, which is crucial for the role.
✨Research the Company Culture
Take some time to understand the company’s values and culture. Knowing how they prioritise client service and innovation can help you tailor your responses to align with their mission, making you a more appealing candidate.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, training opportunities, and how success is measured in the role. This not only shows your enthusiasm but also helps you assess if the company is the right fit for you.
