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- Tasks: Support client and adviser services by managing files and processing applications.
- Company: Professional financial services company based in Altrincham.
- Benefits: Negotiable salary, benefits, and opportunities for industry qualifications.
- Why this job: Join a dynamic team and enhance your skills in the financial sector.
- Qualifications: Strong administrative skills and previous experience in administration.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 28800 - 43200 £ per year.
A professional financial services company in Altrincham seeks a Financial Planning Administrator to support client and adviser services.
Responsibilities include:
- Managing client files
- Processing applications
- Handling queries
The ideal candidate will have:
- Strong administrative skills
- Attention to detail
- Previous administration experience
This role offers a negotiable salary, benefits, and opportunities for industry-related qualifications.
Financial Planning Administrator – Client Services in Hale employer: Halecroft Recruitment
Contact Detail:
Halecroft Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator – Client Services in Hale
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry. You never know who might have a lead on a job or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to client services and administration. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your attention to detail! Bring examples of how you've managed client files or processed applications accurately in previous roles. This will demonstrate your fit for the Financial Planning Administrator position.
✨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 Financial Planning Administrator – Client Services in Hale
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your administrative skills and any relevant experience. We want to see how you can support our client and adviser services, so don’t be shy about showcasing your attention to detail!
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 Financial Planning Administrator role. Share specific examples of how you've managed client files or processed applications in the past.
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially when it comes to handling queries and managing client files.
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 this exciting opportunity in Altrincham!
How to prepare for a job interview at Halecroft Recruitment
✨Know Your Financial Stuff
Brush up on your financial knowledge, especially around client services and administration. Be ready to discuss how you’ve managed client files or processed applications in the past. This shows you’re not just familiar with the role but also passionate about it.
✨Show Off Your Admin Skills
Prepare examples that highlight your strong administrative skills. Think about times when your attention to detail made a difference, like catching an error in a client file or streamlining a process. Specific stories will make you stand out!
✨Ask Smart Questions
Come prepared with questions that show you’re genuinely interested in the company and the role. Ask about their approach to client services or how they support staff in gaining industry qualifications. This demonstrates your enthusiasm and forward-thinking attitude.
✨Dress the Part
Even if the company has a relaxed dress code, it’s always better to err on the side of professionalism for an interview. A smart outfit can boost your confidence and make a great first impression. Remember, you want to convey that you take the opportunity seriously!
