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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 success.
- Benefits: Competitive salary, private medical insurance, and hybrid working model after probation.
- 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.
- Other info: Great opportunity for career growth in a supportive environment.
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 in Leeds 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 in Leeds
✨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. Tailor your answers to reflect what they’re looking for in a Financial Planning Admin Specialist.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. This will help you articulate your experience and skills confidently when it’s your turn to shine.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Financial Planning Admin Specialist — Hybrid & Benefits in Leeds
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! We’re looking for candidates who can demonstrate their skills clearly, so make sure these are front and centre in your application.
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’s super easy – just follow the prompts and you’ll be set!
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 efficiently 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
Familiarise yourself with hybrid working dynamics. Discuss how you manage your time and productivity when working remotely, as well as how you plan to maintain strong communication with the team and clients in a hybrid setting.