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- Tasks: Support clients and manage their financial planning journey with a proactive approach.
- Company: Client-focused financial services firm with a strong emphasis on relationships.
- Benefits: Salary of £28,000-£30,000, 20 days annual leave, and great employee perks.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Experience in financial planning or wealth management and excellent organisational skills.
- Other info: Enjoy a hybrid work model with opportunities for personal and professional growth.
The predicted salary is between 28000 - 30000 £ per year.
A client-focused financial services firm is seeking a Financial Planning Administrator to provide exceptional support and manage client relationships. The ideal candidate will have experience in financial planning or wealth management, demonstrate strong organisational skills, and a proactive attitude.
In this hybrid role, you will manage the client financial planning journey, liaise with clients and advisers, and ensure compliance standards are met.
This position offers a salary of £28,000-£30,000, 20 days annual leave, and various employee benefits.
Wealth Planning Admin & CRM Specialist (Hybrid) employer: Expert Wealth Management
Contact Detail:
Expert Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Admin & CRM Specialist (Hybrid)
✨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 the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your responses to show how your experience in financial planning aligns with their mission. We want you to shine and show them why you're the perfect fit!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build your confidence. Focus on articulating your organisational skills and proactive attitude, as these are key traits for the Wealth Planning Admin role.
✨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 take the initiative to engage directly with us.
We think you need these skills to ace Wealth Planning Admin & CRM Specialist (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning or wealth management. We want to see how your skills align with the role, so don’t be shy about showcasing your organisational prowess and proactive attitude!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Wealth Planning Admin & CRM Specialist role. Share specific examples of how you've managed client relationships and ensured compliance in previous roles.
Showcase Your Client-Focused Mindset: Since this role is all about client relationships, make sure to emphasise your client-focused approach in both your CV and cover letter. We love candidates who can demonstrate their commitment to exceptional client service!
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!
How to prepare for a job interview at Expert Wealth Management
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning and wealth management. Be ready to discuss specific strategies or tools you've used in the past. This shows you’re not just familiar with the concepts but can apply them practically.
✨Show Off Your Organisational Skills
Prepare examples that highlight your organisational abilities. Think about times when you managed multiple client relationships or projects simultaneously. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Be Proactive in Your Approach
Demonstrate your proactive attitude by discussing how you've taken initiative in previous roles. Whether it’s improving a process or anticipating client needs, showing that you can think ahead will impress the interviewers.
✨Understand Compliance Standards
Familiarise yourself with compliance standards relevant to financial planning. Be prepared to discuss how you ensure compliance in your work. This will show that you take the regulatory aspects of the role seriously and understand their importance.
