Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients on their financial journey and assist planners with reviews.
- Company: Reputable financial planning firm in the UK with a supportive culture.
- 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 dynamic 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
- 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 Administrators and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your 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! 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 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 organisational skills. We want to see how your background aligns with the role of a Wealth Planning Admin Specialist, 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 financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
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, as it reflects the quality we strive for at StudySmarter.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about what we do while you’re there!
How to prepare for a job interview at Finura
✨Know Your Financial Stuff
Brush up on your financial planning knowledge before the interview. Understand the basics of wealth management and be ready to discuss how you can support clients through their financial journeys.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational skills. Think about times when you successfully managed multiple tasks or projects, as this will demonstrate your ability to support planners effectively.
✨Attention to Detail is Key
Be ready to discuss how your keen attention to detail has benefited previous roles. You might even want to bring along a sample of your work that showcases your meticulousness in client support or business processing.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client support and their hybrid working model. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
