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- Tasks: Support Financial Planners and maintain client records for excellent service.
- Company: Leading wealth management firm in Leeds with a diverse culture.
- Benefits: Opportunities for professional growth and a supportive work environment.
- Why this job: Join a rewarding role that enhances client relationships and service outcomes.
- Qualifications: Recent experience in financial advisory services is preferred.
- Other info: Dynamic workplace with a focus on diversity and inclusion.
The predicted salary is between 28800 - 43200 £ per year.
A leading wealth management firm in Leeds is seeking a Financial Planning Administrator to support their Financial Planners. The role involves close collaboration with clients to ensure excellent service outcomes and the maintenance of client records. The company offers opportunities for professional growth and supports a diverse workplace culture. Candidates with recent experience in financial advisory services will find this role rewarding.
Financial Planning Admin — Client Care & Back-Office in Leeds employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Admin — Client Care & Back-Office in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in their mission and values.
✨Tip Number 3
Practice your communication skills. As a Financial Planning Administrator, you’ll need to convey information clearly and effectively, so get comfortable talking about your experience and how it relates to client care.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and we want to see your application come through.
We think you need these skills to ace Financial Planning Admin — Client Care & Back-Office in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advisory services. We want to see how your skills align with the role of Financial Planning Administrator, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the opportunity and how you can contribute to our team. Remember, we love a personal touch, so let your personality come through.
Showcase Your Client Care Skills: Since this role involves close collaboration with clients, make sure to highlight any experience you have in client care. We’re looking for someone who can ensure excellent service outcomes, so share examples of how you’ve done this in the past.
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 the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning and advisory services. Be ready to discuss recent trends in wealth management and how they impact client care. This shows you’re not just familiar with the basics but are genuinely interested in the field.
✨Showcase Your Client Care Skills
Prepare examples from your past experiences where you’ve gone above and beyond for clients. Highlight your communication skills and how you maintain client records meticulously. This will demonstrate your commitment to excellent service outcomes.
✨Research the Company Culture
Dive into the company’s values and culture before the interview. Understanding their approach to diversity and professional growth can help you align your answers with what they value, making you a more attractive candidate.
✨Ask Thoughtful Questions
Prepare insightful questions about the role and the team dynamics. Inquire about opportunities for professional development and how they support their staff. This not only shows your interest but also helps you gauge if the company is the right fit for you.
