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For Companies At a Glance
- Tasks: Support financial planning processes and manage client relationships with a proactive approach.
- Company: Award-winning, family-oriented wealth management firm known for exceptional client service.
- Benefits: Competitive salary, discretionary bonus, and hybrid working options.
- Why this job: Join a supportive team and help clients achieve their financial goals.
- Qualifications: Organisational skills and a proactive attitude towards client management.
- Other info: Opportunity to grow in a dynamic and rewarding environment.
The predicted salary is between 28000 - 30000 £ per year.
Salary: £28,000 - £30,000 (DOE) + discretionary bonus
Location: Witney, Oxfordshire (Hybrid)
About Us
Expert Wealth Management is an award-winning, family-orientated firm known for delivering exceptional client service and building long-term relationships. We are now looking for a proactive and organised Financial Planning Administrator.
Financial Planning Administrator employer: Expert Wealth Management
Contact Detail:
Expert Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those connected to Expert Wealth Management. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Since they pride themselves on exceptional client service, think about how your experiences align with that. We want to see how you can contribute to their family-oriented approach!
✨Tip Number 3
Showcase your organisational skills! In your conversations or interviews, share examples of how you've managed multiple tasks effectively. This role is all about being proactive and organised, so let us see that side of you!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Expert Wealth Management.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Financial Planning Administrator role. Highlight any experience in client relationship management and financial planning to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your values align with our family-oriented approach. Keep it personal and engaging!
Showcase Your Organisational Skills: As a Financial Planning Administrator, being organised is key. In your application, give examples of how you’ve successfully managed multiple tasks or projects. We want to see your proactive side!
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 us. Plus, we love seeing applications come through our own platform!
How to prepare for a job interview at Expert Wealth Management
✨Know Your Numbers
As a Financial Planning Administrator, you'll need to demonstrate your understanding of financial concepts. Brush up on key financial terms and be ready to discuss how they apply to client relationships. This shows you're not just organised but also knowledgeable.
✨Showcase Your Organisational Skills
Prepare examples of how you've successfully managed multiple tasks or projects in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will highlight your proactive nature and ability to handle the demands of the role.
✨Emphasise Client Relationships
Since the role involves client relationship management, think of specific instances where you've built strong relationships with clients or colleagues. Be ready to discuss how you maintain communication and ensure client satisfaction, as this aligns with the firm's values.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture and their approach to client service. This not only shows your interest in the role but also helps you gauge if the firm is the right fit for you. It’s a two-way street, after all!
