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For Companies At a Glance
- Tasks: Support Financial Planners and ensure top-notch client service daily.
- Company: Join a respected wealth management firm focused on client satisfaction.
- Benefits: Enjoy competitive salary, excellent benefits, and opportunities for growth.
- Why this job: Be part of a dynamic team that values collaboration and innovation.
- Qualifications: Experience in administration and knowledge of wealth management is essential.
- Other info: Opportunity to coach and develop team members while enhancing efficiency.
The predicted salary is between 28800 - 48000 £ per year.
Location: Worcestershire
Salary: Competitive DOE plus excellent benefits
Are you an experienced Administrator with a background in wealth management? We’re looking for a Senior Client Services Administrator to join a dynamic team, working closely with Financial Planners to deliver top-tier client service.
About our client
CAP Resourcing are proud to support this established and respected wealth management firm that put their clients at the heart of everything they do.
About the role
In this role, you will collaborate closely with Financial Planners to ensure seamless client service and manage business processes in compliance with internal procedures. You’ll take charge of workflow management, utilising technology to streamline operations, and act as a key point of contact for clients, offering clear and proactive communication. Additionally, you will be responsible for managing client records, processing business, and ensuring AML documentation is in place. A key part of your role will be coaching and developing team members to enhance their skills, while also assisting in improving team efficiency by streamlining processes.
Financial Planning Assistant employer: Cap Resourcing Ltd
Contact Detail:
Cap Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Familiarise yourself with the wealth management industry and current trends. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your commitment to the field.
✨Tip Number 2
Network with professionals in the financial services sector, especially those working in client services or administration roles. Attend industry events or join relevant online forums to build connections that could lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved processes or enhanced client service in previous roles. Highlighting your problem-solving skills and ability to streamline operations will set you apart from other candidates.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Tailoring your approach to align with their ethos can make a significant impact during interviews and show that you're a great fit for their team.
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration and wealth management. Use specific examples that demonstrate your ability to work closely with Financial Planners and manage client records.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your understanding of the financial services industry. Mention how your skills align with the responsibilities outlined in the job description.
Highlight Communication Skills: Since the role involves clear and proactive communication with clients, emphasise your communication skills in both your CV and cover letter. Provide examples of how you've successfully managed client relationships in the past.
Showcase Team Leadership Experience: If you have experience in coaching or developing team members, make sure to include this in your application. Highlight any initiatives you've led to improve team efficiency or streamline processes.
How to prepare for a job interview at Cap Resourcing Ltd
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services and wealth management. Understand the key concepts and terminology, as this will help you communicate effectively with the interviewers and demonstrate your expertise in the field.
✨Showcase Your Administrative Skills
Prepare examples that highlight your administrative experience, particularly in managing client records and workflow processes. Be ready to discuss how you've used technology to streamline operations in previous roles.
✨Emphasise Communication Skills
As a Senior Client Services Administrator, clear communication is crucial. Be prepared to share instances where you've successfully communicated with clients or team members, especially in challenging situations. This will show your ability to maintain strong relationships.
✨Demonstrate Leadership Potential
Since the role involves coaching and developing team members, think of examples where you've taken on a leadership role or helped others improve their skills. Highlighting your ability to mentor and enhance team efficiency will set you apart from other candidates.
