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For Companies At a Glance
- Tasks: Process transactions, maintain client records, and ensure compliance while delivering top-notch customer service.
- Company: Reputable financial services firm based in Aberdeen with a focus on excellence.
- Benefits: Gain valuable experience in finance and develop your skills in a supportive environment.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Detail-oriented, organised, and proficient in Intelligent Office and Microsoft Office.
- Other info: Great opportunity for career growth in the financial services sector.
The predicted salary is between 28800 - 43200 £ per year.
A financial services firm in Aberdeen is looking for a reliable financial planning administrator. This role involves processing transactions, maintaining client records, and ensuring compliance while delivering excellent customer service.
The ideal candidate is detail-oriented, organised, and effective at working independently or as part of a team. Proficiency in Intelligent Office and Microsoft Office, along with knowledge of financial services products, is preferred.
Interested candidates can send their CV to the HR team.
Financial Planning Admin: Precision & Stakeholder Support employer: Ledingham Chalmers LLP
Contact Detail:
Ledingham Chalmers LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Admin: Precision & Stakeholder Support
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work in roles similar to the Financial Planning Admin. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning and customer service. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.
✨Tip Number 3
Showcase your skills! If you’re proficient in Intelligent Office and Microsoft Office, make sure to highlight these in conversations and during interviews. Bring examples of how you've used these tools effectively in past roles.
✨Tip Number 4
Don’t just send your CV; follow up! After applying through our website, drop a quick email to the HR team expressing your enthusiasm for the role. It shows initiative and keeps you on their radar.
We think you need these skills to ace Financial Planning Admin: Precision & Stakeholder Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and any relevant skills. We want to see how your background aligns with the role of a financial planning administrator, so don’t be shy about showcasing your detail-oriented nature!
Showcase Your Skills: If you’ve got experience with Intelligent Office or Microsoft Office, let us know! Mention specific tasks you’ve completed using these tools, as it’ll show us you’re ready to hit the ground running.
Highlight Customer Service Experience: Since delivering excellent customer service is key for this role, share examples of how you’ve gone above and beyond for clients in the past. We love seeing candidates who understand the importance of client relationships!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our HR team!
How to prepare for a job interview at Ledingham Chalmers LLP
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial services products. Being able to discuss these confidently will show that you're not just a candidate, but someone who understands the industry and can add value from day one.
✨Demonstrate Your Organisational Skills
Since the role requires a detail-oriented and organised approach, prepare examples from your past experiences where you've successfully managed multiple tasks or maintained accurate records. This will help illustrate your ability to handle the responsibilities of the position.
✨Familiarise Yourself with Intelligent Office
If you’re not already proficient in Intelligent Office, take some time to learn the basics. Familiarity with this software can set you apart from other candidates and show your commitment to being effective in the role.
✨Prepare for Customer Service Scenarios
As excellent customer service is key, think of scenarios where you've gone above and beyond for clients. Be ready to share these stories during the interview to demonstrate your ability to deliver exceptional service.
