At a Glance
- Tasks: Provide admin support to Financial Planners and manage client records.
- Company: Reputable Financial Planning Firm with a focus on client service.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a professional and detail-oriented setting.
- Why this job: Join a growing team and make a real difference in client financial journeys.
- Qualifications: Experience in financial services administration and strong attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
Element Recruitment are partnering with an established and highly regarded Financial Planning Firm on their search for an experienced Financial Planning Assistant to join its growing team. This role is ideal for someone with a strong background in financial services administration who enjoys working in a professional, detail-focused environment and takes pride in delivering excellent client service, while playing a key role in supporting the wider advice team.
The Role
You will provide comprehensive administrative support to Financial Planners, ensuring client recommendations and ongoing service propositions are implemented efficiently and accurately. Acting as a key point of contact, you’ll play an essential role in maintaining service standards and supporting business growth.
Key Responsibilities
- Acting as a first point of contact for clients via phone and email
- Managing client records and maintaining accurate data within back-office systems
- Preparing pre-meeting packs and supporting client reviews
- Processing new business, including applications, AML checks, and documentation
Financial Services Assistant in Devon employer: Element Recruitment Ltd
Join a highly regarded Financial Planning Firm that values professionalism and excellence in client service. With a strong focus on employee development, you will find ample opportunities for growth within a supportive team environment. Located in a vibrant area, the firm offers a collaborative culture where your contributions are recognised and rewarded, making it an ideal place for those seeking a meaningful career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Assistant in Devon
✨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 lookout for opportunities. You never know who might have a lead 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 experience aligns with their needs. Practise common interview questions so you can showcase your skills confidently.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Financial Services Assistant in Devon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Services Assistant role. Highlight your experience in financial services administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for the role. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Attention to Detail:Since this role requires a detail-focused approach, make sure to demonstrate your attention to detail in your application. Whether it's through your CV formatting or the accuracy of your information, we appreciate candidates who take pride in their work.
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 the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Element Recruitment Ltd
✨Know Your Financial Stuff
Brush up on your financial services knowledge before the interview. Be ready to discuss your experience with client records, data management, and any relevant regulations. This shows you’re not just a fit for the role but also genuinely interested in the industry.
✨Showcase Your Attention to Detail
Since this role is all about accuracy and detail, prepare examples that highlight your meticulous nature. Think of times when your attention to detail made a difference in your previous roles, especially in administrative tasks or client interactions.
✨Practice Client Interaction Scenarios
As a key point of contact for clients, it’s crucial to demonstrate your communication skills. Role-play common client scenarios with a friend or family member. This will help you articulate how you would handle inquiries and maintain service standards effectively.
✨Prepare Questions About the Team
Show your enthusiasm for the role by preparing thoughtful questions about the advice team and their processes. Ask about how they support each other and what the growth opportunities are within the firm. This not only shows your interest but also helps you gauge if it’s the right fit for you.
