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- Tasks: Enhance client experience by managing interactions and preparing essential documentation.
- Company: Dynamic financial planning firm in Greater London with a client-focused approach.
- Benefits: Competitive salary, annual bonus, flexible hybrid working, and comprehensive benefits.
- Why this job: Join a team that values client support and make a real difference in financial planning.
- Qualifications: Experience in client support within financial planning and strong organisational skills.
- Other info: Flexible working options and opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A financial planning firm in Greater London is seeking a dedicated Client Support Specialist to enhance the client experience. You will be integral in managing client interactions, preparing documentation, and ensuring all standards are met.
The ideal candidate has client support experience in financial planning, is confident with provider platforms, and possesses strong organizational skills.
Competitive salary, annual bonus, and flexible hybrid working options are offered along with comprehensive benefits.
Client-Focused Financial Planning Administrator (Hybrid) employer: Finura
Contact Detail:
Finura Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client-Focused Financial Planning Administrator (Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the hunt for a Client-Focused Financial Planning Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client support and financial planning. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed client interactions and documentation in previous roles. This will demonstrate your ability to meet the high standards expected in this position.
✨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 about their job search!
We think you need these skills to ace Client-Focused Financial Planning Administrator (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your client support experience in financial planning. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about enhancing the client experience and how your organisational skills can contribute to our team. Keep it engaging and personal!
Showcase Your Confidence with Platforms: Since we value confidence with provider platforms, mention any specific tools or software you’ve used in your previous roles. We love seeing candidates who are tech-savvy and ready to hit the ground running!
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 this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Finura
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning concepts and terminology. Being able to discuss these confidently will show that you understand the industry and can communicate effectively with clients.
✨Demonstrate Client Support Experience
Prepare specific examples from your past roles where you've successfully managed client interactions. Highlight how you resolved issues or improved client satisfaction, as this will showcase your ability to enhance the client experience.
✨Familiarise Yourself with Provider Platforms
Since the role requires confidence with provider platforms, take some time to research and understand the most commonly used systems in financial planning. Mentioning your familiarity with these during the interview will give you an edge.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage your workload and prioritise tasks. Providing examples of how you've kept things organised in a busy environment will demonstrate that you're capable of meeting the standards expected in this role.
