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- Tasks: Support clients with financial matters and manage multiple cases.
- Company: Join an award-winning leader in the financial services sector.
- Benefits: Competitive salary up to £27,000 and opportunities for growth.
- Why this job: Be part of a rapidly expanding team making a real impact.
- Qualifications: Experience in financial services or money management is preferred.
- Other info: Ideal for those who are patient, empathetic, and resilient.
The predicted salary is between 16200 - 19800 £ per year.
Financial Services Assistant Manchester Permanent Up to £27,000 D.O.E An awarding winning and leader in their specialist field, my client has an exciting and rare opportunity to join their well-established and successful team. Dealing with client financial matters, you will offer comprehensive support as well as liaising closely with internal legal teams. This is a really exciting to join them, as they are rapidly expanding and celebrating new milestones. Joining a growing team, you will manage multiple cases that need varying levels of attention manage weekly, monthly and yearly budgets ensuring that any changes or requests are verified before issuing monies act first point of contact for clients and their families and help them with a wide range of practical and financial arrangements, from paying bills, to purchasing vehicles and helping clients stay within a budget You will ideally come from a financial services or money management background where you have been responsible for your own personal workload. Dealing with cases that are often sensitive in nature, you will not only possess excellent communication skills, you will also be patient, empathetic but also resilient and assertive. For further information about this opportunity please call the office, Forrest Recruitment for a confidential discussion…
Financial Services Assistant employer: Forrest Recruitment Careers
Contact Detail:
Forrest Recruitment Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Assistant
✨Tip Number 1
Familiarize yourself with the financial services industry, especially in areas related to client support and money management. Understanding the nuances of financial arrangements will help you stand out during discussions.
✨Tip Number 2
Highlight your experience in managing sensitive cases. Be prepared to share examples of how you've handled challenging situations with empathy and resilience, as this is crucial for the role.
✨Tip Number 3
Demonstrate your organizational skills by discussing how you manage multiple tasks and budgets effectively. This will show that you can handle the workload expected in this position.
✨Tip Number 4
Prepare to discuss your communication style. Since you'll be the first point of contact for clients, showcasing your ability to communicate clearly and compassionately will be key to landing the job.
We think you need these skills to ace Financial Services Assistant
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Financial Services Assistant position. Understand the key responsibilities and required skills, such as managing budgets and providing client support.
Tailor Your CV: Customize your CV to highlight relevant experience in financial services or money management. Emphasize your ability to manage personal workloads and any experience dealing with sensitive cases.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and empathy. Mention specific examples from your past experiences that demonstrate your resilience and ability to handle sensitive situations.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that your application is clear, concise, and free of typos to make a strong impression.
How to prepare for a job interview at Forrest Recruitment Careers
✨Show Your Financial Acumen
Make sure to highlight your experience in financial services or money management. Be prepared to discuss specific examples of how you've managed budgets or dealt with sensitive financial matters in the past.
✨Demonstrate Empathy and Communication Skills
Since the role involves dealing with clients and their families, it's crucial to showcase your communication skills. Prepare to share instances where you successfully navigated sensitive conversations or provided support to clients.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving abilities in real-life scenarios. Think about how you would handle various client situations, especially those requiring patience and resilience.
✨Research the Company’s Growth and Values
Familiarize yourself with the company's recent milestones and expansion plans. This will not only show your interest in the role but also help you align your answers with their values and goals during the interview.
