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- Tasks: Support clients on their financial journey and assist planners with reviews.
- Company: Dynamic financial planning firm in the UK with a client-focused approach.
- Benefits: Competitive salary, annual bonuses, and flexible hybrid working options.
- Why this job: Make a real difference in clients' lives while developing your career in finance.
- Qualifications: Experience in client support, strong organisational skills, and attention to detail.
- Other info: Join a supportive team with opportunities for growth and development.
The predicted salary is between 36000 - 60000 £ per year.
A financial planning firm in the UK is looking for a dedicated Client Support Administrator. This role is pivotal in guiding clients through their financial journey while supporting planners with client reviews and business processing.
Ideal candidates should have experience in client support, solid organizational skills, and a keen attention to detail.
The company offers a competitive salary, annual bonuses, and flexible hybrid working arrangements.
Wealth Planning Admin Specialist – Hybrid London employer: Finura
Contact Detail:
Finura Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Admin Specialist – Hybrid 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 hunt for a 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! Research common questions for Client Support Administrator roles and practice your answers. We recommend using the STAR method to structure your responses, showcasing your experience and skills effectively.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects simultaneously. This will demonstrate your ability to handle the demands of the role and support planners efficiently.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles like the Wealth Planning Admin Specialist. Plus, it shows you're genuinely interested in joining our team!
We think you need these skills to ace Wealth Planning Admin Specialist – Hybrid London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client support and showcases your organisational skills. We want to see how you can guide clients through their financial journey, so don’t hold back on those relevant experiences!
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 Specialist role. Share specific examples of how you've supported planners or managed client reviews in the past.
Show Off Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so let that shine through in your written application!
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 and you’ll be set!
How to prepare for a job interview at Finura
✨Know Your Financial Stuff
Brush up on your financial planning knowledge before the interview. Understand basic concepts and terminology that are relevant to the role of a Wealth Planning Admin Specialist. This will show your potential employer that you're not just a pretty face but someone who can genuinely contribute to their clients' financial journeys.
✨Showcase Your Organisational Skills
Prepare examples from your past experiences where your organisational skills made a difference. Whether it was managing client files or coordinating meetings, be ready to discuss how you keep things running smoothly. This is crucial for a role that supports planners and ensures client reviews are seamless.
✨Attention to Detail is Key
During the interview, highlight instances where your keen attention to detail has helped avoid mistakes or improved processes. You might want to mention specific tools or methods you use to ensure accuracy in your work. This will resonate well with the firm’s need for precision in client support.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client support and their financial planning process. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your values and career goals. Plus, it makes for a more engaging conversation!
