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- Tasks: Provide top-notch client service and support Financial Planners in a dynamic environment.
- Company: Leading financial services firm in Maidstone with a focus on client relationships.
- Benefits: Competitive salary, hybrid working model, and continuous professional development.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: Experience in client administration and knowledge of financial products required.
- Other info: Great opportunity for career growth in a thriving industry.
The predicted salary is between 28800 - 43200 £ per year.
A leading financial services firm in Maidstone seeks a Client Administrator to join its Financial Planning team. The role focuses on providing client service administration, scheduling meetings, and building relationships with clients.
Candidates should have experience in supporting Financial Planners and knowledge of financial products.
The position offers a competitive salary, hybrid working model after a probation period, and continuous professional development opportunities.
Wealth Planning Client Administrator – Hybrid Role in Maidstone employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Client Administrator – Hybrid Role in Maidstone
✨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 hunt for a role. 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 supporting Financial Planners aligns with their needs. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Practice your client relationship skills. Since this role is all about building relationships, consider role-playing scenarios with friends or family to boost your confidence and communication skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Wealth Planning Client Administrator – Hybrid Role in Maidstone
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in supporting Financial Planners and any relevant knowledge of financial products. We want to see how your skills align with the role, so don’t be shy about showcasing your strengths!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Wealth Planning Client Administrator role and how you can contribute to our Financial Planning team. Keep it friendly and professional!
Showcase Your Client Relationship Skills: Since this role involves building relationships with clients, make sure to mention any previous experience you have in client service administration. We love candidates who can demonstrate their ability to connect and communicate effectively!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this opportunity!
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products before the interview. Being able to discuss different types of investments, insurance, and retirement plans will show that you're well-prepared and can support Financial Planners effectively.
✨Demonstrate Client Relationship Skills
Think of examples from your past experiences where you've successfully built relationships with clients. Be ready to share how you handled client queries or resolved issues, as this will highlight your ability to provide excellent client service.
✨Prepare for Common Questions
Anticipate questions related to scheduling meetings and managing client expectations. Practise your responses so you can convey your organisational skills and attention to detail confidently during the interview.
✨Show Enthusiasm for Continuous Learning
Since the role offers professional development opportunities, express your eagerness to learn and grow within the company. Mention any relevant courses or certifications you’re interested in pursuing to enhance your skills in financial planning.
