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- Tasks: Support financial advisers by managing client records and processing investments.
- Company: Leading Financial Planning firm based in Harrogate with a strong reputation.
- Benefits: Gain valuable experience in finance with a competitive salary and supportive team.
- Why this job: Join a dynamic team and enhance your skills in financial planning.
- Qualifications: 1-3+ years of relevant experience and familiarity with Client Management systems.
- Other info: 9-month contract with potential for future opportunities.
The predicted salary is between 30000 - 42000 £ per year.
A leading Financial Planning firm based in Harrogate is seeking a Financial Planning Support professional on a 9-month maternity cover contract. The role involves maintaining client records, processing investments and policies, and managing diary schedules for advisers.
Candidates should have 1-3+ years of relevant experience and familiarity with Client Management systems such as Intelliflo. Experience with online platforms like AEGON and Transact will be beneficial.
Wealth Planning Admin Specialist (9-Month Contract) employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Admin Specialist (9-Month Contract)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of client management systems like Intelliflo. Be ready to discuss how your experience aligns with the role, especially when it comes to maintaining client records and processing investments.
✨Tip Number 3
Showcase your organisational skills! Since the role involves managing diary schedules for advisers, think of examples from your past where you successfully juggled multiple tasks or projects. This will demonstrate your ability to handle the demands of the job.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our team and ready to take on the challenge.
We think you need these skills to ace Wealth Planning Admin Specialist (9-Month Contract)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning support. We want to see how your skills align with the role, so don’t be shy about showcasing your familiarity with Client Management systems like Intelliflo.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Wealth Planning Admin Specialist role. Mention any experience you have with online platforms like AEGON and Transact to grab our attention.
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since the role involves managing client records and processing investments.
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 don’t miss out on any important updates regarding the position!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Make sure you brush up on your knowledge of Client Management systems, especially Intelliflo. Familiarise yourself with how these systems work and be ready to discuss your experience with them during the interview.
✨Showcase Your Experience
With 1-3+ years of relevant experience, be prepared to share specific examples of how you've maintained client records or processed investments in previous roles. This will help demonstrate your capability and fit for the position.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle certain situations, like managing diary schedules for advisers. Think of scenarios from your past work where you successfully juggled multiple tasks and be ready to share those stories.
✨Research the Company
Take some time to learn about the financial planning firm you're interviewing with. Understanding their values and services will not only help you tailor your answers but also show your genuine interest in the role.
