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- Tasks: Support the Client Services Team by managing client interactions and documentation.
- Company: Leading financial planning firm with a focus on client satisfaction.
- Benefits: Competitive pay, private medical insurance, and hybrid working options.
- Why this job: Join a dynamic team and enhance your skills in a supportive environment.
- Qualifications: Strong communication, organisational skills, and CRM system knowledge.
- Other info: Opportunity for further training and career development.
The predicted salary is between 28800 - 43200 £ per year.
A leading financial planning firm is looking for a Client Service Administrator to support their Client Services Team in London. This hybrid role requires excellent communication and organizational skills as you manage client interactions and documentation processes.
Candidates must demonstrate good technical knowledge using CRM systems and a willingness to pursue further training.
The position comes with competitive compensation and various employee benefits, including private medical insurance and a hybrid working policy.
Hybrid Client Services Administrator – Financial Planning employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Client Services Administrator – Financial Planning
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry on LinkedIn or at local events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to client services and CRM systems. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Show off your organisational skills! Bring examples of how you’ve managed client interactions or documentation processes in the past. This will help you stand out as a candidate who’s ready to hit the ground running.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Hybrid Client Services Administrator – Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your communication and organisational skills, as these are key for the Client Services Administrator role. We want to see how your experience aligns with the job description, 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 passionate about financial planning and how your technical knowledge of CRM systems can benefit our team. Let’s see your personality come through while keeping it professional.
Show Your Willingness to Learn: We value candidates who are eager to grow. In your application, mention any training or courses you’ve taken related to client services or financial planning. This shows us that you’re committed to developing your skills further!
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application in the right light and gives you a chance to explore more about our company culture!
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Know Your CRM Systems
Make sure you brush up on your technical knowledge of CRM systems before the interview. Be ready to discuss your experience with these tools and how you've used them to enhance client interactions in previous roles.
✨Showcase Your Communication Skills
Since this role involves managing client interactions, practice articulating your thoughts clearly and confidently. Consider preparing examples of how you've effectively communicated with clients or resolved issues in the past.
✨Organisational Skills Matter
Demonstrate your organisational skills by discussing how you manage documentation processes. Bring examples of how you've kept track of multiple tasks or projects simultaneously, as this will show your potential employer that you can handle the demands of the role.
✨Express Your Willingness to Learn
The firm values candidates who are eager to pursue further training. Be prepared to talk about any additional skills or knowledge you wish to acquire and how that aligns with the company's goals. This shows your commitment to personal and professional growth.
