At a Glance
- Tasks: Support Independent Financial Planners with client onboarding and administrative tasks.
- Company: Join a dynamic team in a thriving financial services environment.
- Benefits: Enjoy 25 days holiday, a company pension, and a health cash plan.
- Other info: Great opportunity for career growth in the finance sector.
- Why this job: Make a difference by helping clients achieve their financial goals.
- Qualifications: Strong customer service skills and proficiency in software applications.
The predicted salary is between 25000 - 35000 £ per year.
Energy Jobline ZR is seeking a Sales Support professional to assist Independent Financial Planners in their Norwich office. You will provide crucial support in obtaining new business, administering life, pension, and investment services, as well as offering PA support.
This role requires strong customer service skills, proficiency with various software, and knowledge of compliance.
The position offers benefits like a company pension, 25 days holiday, and a health cash plan.
Financial Planning Assistant – Client Onboarding & Admin in Norwich employer: Energy Jobline ZR
Energy Jobline ZR is an excellent employer, offering a supportive work culture that values teamwork and professional growth. Located in Norwich, employees benefit from a comprehensive package including a company pension, generous holiday allowance, and health cash plan, all while contributing to meaningful financial services that empower clients. With opportunities for skill development and a focus on compliance, this role is perfect for those looking to make a significant impact in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant – Client Onboarding & Admin in Norwich
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector, especially those who work with Independent Financial Planners. Attend local events or webinars to make connections that could lead to job opportunities.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your customer service experience and software proficiency. Be ready to share examples of how you've successfully supported clients in the past.
✨Tip Number 3
Prepare for interviews by researching the company and its services. Understand their compliance requirements and be ready to discuss how you can help streamline their client onboarding process. This shows you're genuinely interested!
✨Tip Number 4
Don't forget to apply through our website! We often have exclusive listings and updates on roles like the Financial Planning Assistant. Keep an eye out for new opportunities and get your application in early!
We think you need these skills to ace Financial Planning Assistant – Client Onboarding & Admin in Norwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in financial planning and customer service. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting Independent Financial Planners and how you can contribute to our team. Keep it concise but impactful.
Showcase Your Software Skills:Since proficiency with various software is key for this role, mention any relevant tools you’ve used in the past. We love seeing candidates who are tech-savvy and ready to hit the ground running!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Energy Jobline ZR
✨Know Your Numbers
As a Financial Planning Assistant, you'll need to demonstrate your understanding of financial concepts. Brush up on key terms related to life, pension, and investment services. Being able to discuss these confidently will show that you're ready to support Independent Financial Planners effectively.
✨Showcase Your Customer Service Skills
This role requires strong customer service skills, so be prepared to share examples from your past experiences. Think about times when you went above and beyond for a client or resolved a difficult situation. This will highlight your ability to provide excellent support in a client-facing role.
✨Familiarise Yourself with Compliance
Knowledge of compliance is crucial in this position. Make sure you understand the basics of financial regulations and how they apply to the services you'll be assisting with. This will not only impress your interviewers but also show that you take the role seriously.
✨Tech Savvy is Key
Proficiency with various software is essential for this job. Before the interview, review any relevant tools or platforms you might encounter. If you have experience with specific financial software, be ready to discuss it and how it can benefit the team.
