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- Tasks: Prepare meeting materials and build strong client relationships.
- Company: Leading wealth management company in Leeds with a supportive culture.
- Benefits: Career progression, study assistance, and a collaborative work environment.
- Why this job: Enhance client outcomes while growing your professional skills in finance.
- Qualifications: Experience in Financial Advisory and a passion for growth.
- Other info: Great opportunities for career advancement in a dynamic setting.
The predicted salary is between 28800 - 43200 £ per year.
A leading wealth management company in Leeds is seeking an experienced Financial Planning Administrator to enhance client outcomes. The role involves preparing meeting materials and building client relationships.
Ideal candidates will have prior experience in Financial Advisory and show a passion for professional growth. The company fosters a supportive environment with opportunities for career progression and study assistance.
Financial Planning Admin — Client Care & Meetings in Leeds employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Admin — Client Care & Meetings in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world and let them know you're on the hunt for a Financial Planning Admin role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your client care skills. Think about how you can demonstrate your ability to build relationships and enhance client outcomes. We want to see you shine when discussing your past experiences!
✨Tip Number 3
Don’t forget to showcase your passion for professional growth! When chatting with potential employers, share your goals and how you plan to develop your skills further. This shows you're not just looking for a job, but a career.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you that Financial Planning Admin role!
We think you need these skills to ace Financial Planning Admin — Client Care & Meetings in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advisory and client care. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for professional growth and how you can enhance client outcomes. Let us know why you’re excited about joining our team!
Showcase Your Communication Skills: As a Financial Planning Admin, strong communication is key. In your application, demonstrate your ability to build relationships and prepare materials clearly and effectively. We love candidates who can convey their ideas well!
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. Plus, it’s super easy!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Financial Stuff
Brush up on your financial planning knowledge and be ready to discuss key concepts. Familiarise yourself with the latest trends in wealth management, as this will show your passion for the industry and your commitment to professional growth.
✨Prepare Meeting Materials
Since the role involves preparing meeting materials, practice how you would present information clearly and concisely. Bring examples of past materials you've created or discuss how you would approach this task to demonstrate your organisational skills.
✨Build Rapport
Client relationships are crucial in this role, so think about how you can showcase your interpersonal skills. Prepare examples of how you've successfully built relationships in previous roles, and be ready to discuss your approach to client care.
✨Show Enthusiasm for Growth
The company values professional development, so express your eagerness to learn and grow within the role. Mention any relevant courses or certifications you're interested in pursuing, and how they align with the company's supportive environment.
