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For Companies At a Glance
- Tasks: Manage client queries and liaise with product providers for top-notch service.
- Company: Leading Wealth Management firm in Greater London with a focus on client satisfaction.
- Benefits: Generous package and career development opportunities await you.
- Why this job: Join a dynamic team and enhance client experiences in Wealth Management.
- Qualifications: In-depth financial planning knowledge and excellent communication skills required.
- Other info: Proficiency in financial services systems is a plus.
The predicted salary is between 36000 - 60000 £ per year.
A leading Wealth Management firm in Greater London is searching for an Administration and Support professional to enhance their client service. The ideal candidate will manage client queries and liaise with product providers, ensuring high-quality service throughout the Wealth Management process.
This role requires in-depth knowledge of financial planning and excellent communication skills, along with proficiency in financial services systems. The firm offers a generous package and career development opportunities.
Wealth Management Admin & Client Services Lead in London employer: Eden Resourcing
Contact Detail:
Eden Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Admin & Client Services Lead in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management 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 by brushing up on your financial planning knowledge. Make sure you can confidently discuss client service scenarios and how you’d handle various queries. We want you to shine when it comes to showcasing your skills!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job in wealth management. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Wealth Management Admin & Client Services Lead in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and client services. We want to see how your skills align with the role, so don’t be shy about showcasing your financial planning knowledge!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about enhancing client service and how your communication skills can make a difference. We love seeing genuine enthusiasm!
Showcase Relevant Experience: When filling out your application, focus on your previous roles that involved managing client queries or liaising with product providers. We’re looking for specific examples that demonstrate your ability to provide high-quality service.
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’re considered for this exciting opportunity in our Wealth Management team!
How to prepare for a job interview at Eden Resourcing
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the key concepts and current trends in wealth management, as this will help you answer questions confidently and show that you're well-prepared for the role.
✨Practice Your Communication Skills
Since excellent communication is crucial for this position, practice articulating your thoughts clearly. You might want to do mock interviews with a friend or family member to get comfortable discussing client queries and liaising with product providers.
✨Familiarise Yourself with Financial Services Systems
Get to know the financial services systems commonly used in wealth management. If you have experience with specific software, be ready to discuss it. If not, do some research on popular tools and be prepared to talk about how you would adapt to new systems.
✨Show Enthusiasm for Client Service
Demonstrate your passion for providing high-quality service. Think of examples from your past experiences where you went above and beyond for clients. This will help you stand out as someone who truly values client satisfaction.
