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- Tasks: Manage client inquiries and process new investments in a fast-paced environment.
- Company: Leading Investment Management firm based in Harrogate.
- Benefits: Dynamic work environment with opportunities for growth and development.
- Why this job: Gain valuable experience in financial planning while covering a maternity leave.
- Qualifications: 1-3+ years of experience and working towards a Level 4 Diploma in Financial Advice.
- Other info: Join a supportive team and enhance your skills in the finance sector.
The predicted salary is between 30000 - 42000 £ per year.
A leading Investment Management firm based in Harrogate is urgently seeking an experienced Financial Planning Administrator for a 9-month maternity cover role. The successful candidate will manage client inquiries, maintain back-office records, and process new investments and policies.
Ideal applicants should have 1-3+ years of relevant experience, familiarity with client management systems, and be working towards or have a Level 4 Diploma in Financial Advice. This position offers a dynamic work environment with ample responsibilities.
Financial Planning Admin (9-Month Maternity Cover) in Harrogate employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Admin (9-Month Maternity Cover) in Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of client management systems. Be ready to discuss how your experience aligns with managing client inquiries and processing investments.
✨Tip Number 3
Showcase your skills! Bring examples of how you've maintained back-office records and handled client interactions in previous roles. This will help us see how you can 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 that extra step to connect with us directly.
We think you need these skills to ace Financial Planning Admin (9-Month Maternity Cover) in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and administration. We want to see how your skills match the role, so don’t be shy about showcasing your familiarity with client management systems!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this 9-month maternity cover role. Share specific examples of how you've managed client inquiries or processed investments in the past.
Showcase Your Qualifications: If you're working towards or have a Level 4 Diploma in Financial Advice, make sure to mention it! We love seeing candidates who are committed to their professional development and can bring that knowledge to our team.
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 this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Lime Professional Services
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Familiarise yourself with common client inquiries and the processes involved in managing investments and policies. Being able to speak confidently about these topics will show that you're ready for the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your experience as a Financial Planning Administrator. Discuss how you've managed client inquiries or maintained records, and be ready to explain how your skills align with the responsibilities of this position.
✨Familiarity with Client Management Systems
If you have experience with any client management systems, make sure to mention them during the interview. If you don’t, do a bit of research on popular systems used in the industry. This shows initiative and a willingness to learn, which is always a plus!
✨Ask Insightful Questions
Prepare some thoughtful questions about the company and the role. This could include asking about the team dynamics or how success is measured in this position. It demonstrates your interest in the role and helps you gauge if it’s the right fit for you.
