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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 of £30,000 - £35,000, plus bonuses and career development opportunities.
- Why this job: Join a team where you can make a real difference in client care and office operations.
- Qualifications: Strong communication skills and experience with client management systems like Salesforce.
- Other info: Exciting environment with great potential for personal and professional growth.
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
This role offers a salary between £30,000 - £35,000 per annum, along with discretionary bonuses and opportunities for career development.
Finance Client Liaison & Admin Specialist — Bonus Potential 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 Finance Client Liaison & Admin Specialist — Bonus Potential in Twyford
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the hunt for a Client Liaison 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 interviews by researching the company and its culture. Understand their approach to client relationships and think about how your skills can enhance their operations. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience with Salesforce and client care can benefit the firm. A confident, clear presentation of your skills can make all the difference in landing that role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your application and connect with potential employers. Plus, it’s a great way to show your enthusiasm for the role!
We think you need these skills to ace Finance Client Liaison & Admin Specialist — Bonus Potential in Twyford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Finance Client Liaison role. Highlight any relevant admin or client care experience, especially if you've worked with Salesforce before!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our dynamic team in Twyford. Share specific examples of how you've optimised client relationships in the past.
Show Your Enthusiasm: We love candidates who are genuinely excited about the role! Let your passion for finance and client care come through in your application. A little enthusiasm goes a long way!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your application and get you into the process smoothly!
How to prepare for a job interview at Goodall-Smith Wealth Management Ltd
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key concepts relevant to the role. Understanding basic financial principles will show that you’re serious about the position and can engage in meaningful conversations with clients.
✨Master Salesforce Basics
Since managing client files in Salesforce is a key part of the job, make sure you’re familiar with its functionalities. If you’ve used it before, be prepared to share specific examples of how you’ve utilised it to improve client relationships or streamline processes.
✨Showcase Your Client Care Skills
Think of examples from your past experiences where you’ve gone above and beyond for a client. Highlighting your ability to deliver high-quality client care will demonstrate that you understand the importance of client relationships in a financial setting.
✨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 ambition and interest in growing with the firm, which can set you apart from other candidates.
