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- Tasks: Be the go-to person for clients and advisors, managing queries and sales paperwork.
- Company: Dynamic financial planning group based in High Wycombe.
- Benefits: Comprehensive benefits package, including pension scheme and private healthcare.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Commercial experience in a similar role and a passion for Wealth Management.
- Other info: Great opportunity for personal growth in a client-focused environment.
The predicted salary is between 30000 - 42000 £ per year.
A financial planning group in High Wycombe is seeking a Client Liaison Administrator to join their team. You will be the primary contact for clients and advisors, providing essential support including managing queries and handling sales paperwork.
Candidates should ideally have commercial experience in a similar role and a strong interest in Wealth Management. The position involves significant client interaction and requires excellent communication skills.
The role offers a comprehensive benefits package including a contributory pension scheme and private healthcare.
Wealth Planning Client Liaison Specialist in High Wycombe employer: kingswood-group.com
Contact Detail:
kingswood-group.com Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Client Liaison Specialist in High Wycombe
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A friendly chat can lead to valuable insights or even a referral.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practising common interview questions can help you feel more confident when it’s your turn to shine.
✨Tip Number 3
Show off your communication skills! During interviews or networking events, be clear and concise in your conversations. Remember, as a Client Liaison Specialist, your ability to connect with clients is key!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Wealth Planning Client Liaison Specialist in High Wycombe
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in client liaison and wealth management. We want to see how your skills match the role, so don’t be shy about showcasing your commercial experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for wealth management and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills: Since this role involves significant client interaction, make sure your written application reflects your excellent communication skills. Clear, professional language will go a long way in making a great first impression!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at kingswood-group.com
✨Know Your Wealth Management Basics
Before the interview, brush up on your knowledge of wealth management principles. Understand key concepts and current trends in the industry, as this will help you engage confidently with the interviewers and demonstrate your genuine interest in the role.
✨Showcase Your Communication Skills
Since the role involves significant client interaction, practice articulating your thoughts clearly and concisely. Consider preparing examples from your past experience where you successfully managed client queries or resolved issues, highlighting your ability to communicate effectively.
✨Prepare for Common Client Scenarios
Think about potential scenarios you might face as a Client Liaison Specialist. Prepare responses to questions like how you would handle a difficult client or manage multiple queries at once. This will show that you’re proactive and ready to tackle challenges head-on.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for client management, or how success is measured in the role. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
