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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 focus on client support.
- Benefits: Competitive salary, annual bonus, flexible hybrid working, and comprehensive benefits.
- Why this job: Join a team that values client relationships and offers growth in the financial sector.
- Qualifications: Experience in client support within financial planning and strong organisational skills.
- Other info: Flexible working options to fit your lifestyle and career aspirations.
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) in London employer: Finura
Contact Detail:
Finura Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client-Focused Financial Planning Administrator (Hybrid) in London
✨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 lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to client support and financial planning. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed client interactions or documentation in the past. This will demonstrate your ability to meet the high standards expected in this 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 are proactive about their job search!
We think you need these skills to ace Client-Focused Financial Planning Administrator (Hybrid) in London
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 align with the role, so don’t be shy about showcasing 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 benefit us at StudySmarter.
Showcase Your Confidence: Since the role involves using provider platforms, let us know about your experience with these tools. We love candidates who are confident and can 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 don’t miss out on any important updates from our team!
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 the interviewers that you understand the industry and can communicate effectively with clients.
✨Showcase Your Client Support Experience
Prepare specific examples from your past roles where you enhanced client experiences. Highlight situations where you resolved issues or improved processes, as this will demonstrate your ability to manage client interactions effectively.
✨Familiarise Yourself with Provider Platforms
Since the role requires confidence with provider platforms, do some research on the most commonly used systems in the industry. If possible, try to get hands-on experience or tutorials to discuss during the interview.
✨Organisational Skills are Key
Be ready to discuss how you stay organised in a fast-paced environment. Share tools or methods you use to manage your workload and ensure all standards are met, as this will resonate well with the firm's expectations.
