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- Tasks: Support an Associate Director and deliver exceptional client service through diary management and report preparation.
- Company: Reputable financial planning company in the UK with a focus on client experience.
- Benefits: Non-contributory pension scheme, health insurance, and flexible working arrangements.
- Why this job: Join a dynamic team and enhance your skills in financial planning while making a real impact.
- Qualifications: Experience in financial planning, superb organisational skills, and proficiency with Intelliflo.
- Other info: Flexible working arrangements to fit your lifestyle.
The predicted salary is between 36000 - 60000 £ per year.
A reputable financial planning company in the UK is seeking an experienced Financial Planning Administrator to support an Associate Director and deliver exceptional client service. This role includes diary management, report preparation, and maintaining client relationships.
The ideal candidate will have a background in financial planning, superb organisational skills, and proficiency with Intelliflo.
Benefits include a non-contributory pension scheme, health insurance, and flexible working arrangements.
Remote Financial Planning Administrator - Client Experience employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Financial Planning Administrator - Client Experience
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. 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 aligns with their needs. Practise common interview questions, especially around client service and diary management.
✨Tip Number 3
Showcase your skills! If you’ve got experience with Intelliflo, make sure to highlight that in conversations. Bring examples of how you've used it to improve client relationships or streamline processes.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can give you an edge. Plus, we love seeing candidates who take the initiative!
We think you need these skills to ace Remote Financial Planning Administrator - Client Experience
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant skills. We want to see how your background aligns with the role, so don’t be shy about showcasing your diary management and client relationship skills!
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 Financial Planning Administrator role. Share specific examples of how you've delivered exceptional client service in the past.
Show Off Your Organisational Skills: Since this role requires superb organisational skills, make sure to mention any tools or methods you use to stay organised. If you’ve worked with Intelliflo, definitely highlight that experience!
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 during the process!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge before the interview. Familiarise yourself with key concepts and recent trends in the industry, as well as the specific services the company offers. This will show that you're genuinely interested and knowledgeable about the role.
✨Master Diary Management
Since diary management is a crucial part of the job, be prepared to discuss your organisational skills. Think of examples where you've successfully managed schedules or prioritised tasks. You might even want to bring a sample schedule to demonstrate your approach to time management.
✨Showcase Your Client Relationship Skills
Client experience is key for this role, so come ready with examples of how you've built and maintained client relationships in the past. Highlight any specific strategies you've used to enhance client satisfaction and how you handle difficult situations.
✨Get Comfortable with Intelliflo
If you have experience with Intelliflo, make sure to mention it! If not, do some research and get familiar with its features. Being able to discuss how you would use this software to streamline processes will definitely give you an edge in the interview.
