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For Companies At a Glance
- Tasks: Provide essential admin support and enhance client relationships in a dynamic financial firm.
- Company: A vibrant financial planning firm located in Twyford.
- Benefits: Salary between £30,000 - £35,000, bonuses, and career development opportunities.
- Why this job: Join a team that values client care and offers growth in the financial services sector.
- Qualifications: Experience in financial services and strong administrative skills are preferred.
- Other info: Enjoy a collaborative environment with potential for professional advancement.
The predicted salary is between 30000 - 35000 £ per year.
A dynamic financial planning firm in Twyford is seeking a Client Liaison to provide vital administrative and technical support. The candidate will ensure optimized client relationships and maintain smooth office operations.
Responsibilities include:
- Processing applications
- Managing client files in Salesforce
- Delivering high-quality client care
Previous experience in financial services is preferred. This role offers a salary between £30,000 - £35,000 per annum, along with discretionary bonuses and opportunities for career development.
Client Liaison & Admin Specialist (Financial Services) in Twyford employer: Goodall-Smith Wealth Management Ltd
Contact Detail:
Goodall-Smith Wealth Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Liaison & Admin Specialist (Financial Services) in Twyford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Liaison role. Personal recommendations can really give you an edge.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills in client care and admin can shine through. We want you to show them why you're the perfect fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly, and it helps us keep track of all the amazing candidates like you. Don’t miss out on this opportunity!
We think you need these skills to ace Client Liaison & Admin Specialist (Financial Services) in Twyford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and showcases your administrative skills. We want to see how you can optimise client relationships and support our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're passionate about client care and how your previous roles have prepared you for this position. Keep it engaging and personal!
Showcase Your Tech Savvy: Since you'll be managing client files in Salesforce, mention any experience you have with CRM systems or similar tools. We love candidates who are comfortable with technology 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 Goodall-Smith Wealth Management Ltd
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services before the interview. Understand the basics of financial planning and be ready to discuss how you can contribute to client relationships and office operations.
✨Familiarise Yourself with Salesforce
Since managing client files in Salesforce is a key part of the role, it’s crucial to have a good grasp of the platform. If you’ve used it before, be prepared to share specific examples of how you’ve leveraged it to improve client care or streamline processes.
✨Showcase Your Client Care Skills
Think of examples from your past experiences where you’ve gone above and beyond for clients. Highlighting your ability to maintain strong client relationships will show that you’re the right fit for this role.
✨Prepare Questions About Career Development
This role offers opportunities for career growth, so come prepared with questions about potential development paths within the company. This shows your interest in long-term commitment and growth, which is something they’ll appreciate.
