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- Tasks: Support Financial Planners and engage with clients for top-notch satisfaction.
- Company: Reputable wealth management firm in Leeds with a focus on client care.
- Benefits: Competitive salary, private medical insurance, and hybrid working model after probation.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: GCSE Maths and English, relevant admin experience, and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
A wealth management firm in Leeds is seeking a talented individual for an administrative role within their Financial Planning team. The candidate will provide critical support to Financial Planners and engage directly with clients for excellent satisfaction.
This position offers a competitive salary, private medical insurance, and a hybrid working model post-probation.
Candidates should possess GCSE Maths and English, relevant administrative experience, and strong communication skills.
Financial Planning Admin Specialist — Hybrid & Benefits employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Admin Specialist — Hybrid & Benefits
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those who work at firms you’re interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for the interview by researching the company and its values. We want you to show how your skills align with their mission. Practise common interview questions and think about how your past experiences relate to the role.
✨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’s a great way to remind them of your enthusiasm for the role and keep you fresh in their minds.
✨Tip Number 4
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 engage directly with us. Let’s get you that Financial Planning Admin Specialist role!
We think you need these skills to ace Financial Planning Admin Specialist — Hybrid & Benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience and showcases your strong communication skills. We want to see how your background aligns with the Financial Planning Admin Specialist role, so don’t be shy about tailoring it to fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how you can contribute to our Financial Planning team. Keep it engaging and personal – we love to see your personality come through.
Showcase Your Skills: Don’t forget to mention your GCSE Maths and English qualifications in your application. We’re looking for candidates who can demonstrate their skills clearly, so make sure these stand out in your written application.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss any important updates from our team!
How to prepare for a job interview at Evelyn Partners
✨Know Your Numbers
Since this role is all about financial planning, brush up on your maths skills. Be prepared to discuss how you’ve used numerical data in previous roles and how it can apply to supporting Financial Planners.
✨Showcase Your Admin Skills
Highlight your relevant administrative experience during the interview. Bring examples of how you've effectively managed tasks, organised schedules, or improved processes in past jobs to demonstrate your capability.
✨Client Engagement is Key
This position involves direct client interaction, so be ready to talk about your communication skills. Share specific instances where you’ve successfully resolved client issues or enhanced their satisfaction.
✨Embrace the Hybrid Model
Since the role offers a hybrid working model, express your adaptability and readiness to work both remotely and in the office. Discuss how you manage your time and stay productive in different environments.