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- Tasks: Support Wealth Planners by managing client onboarding and ensuring top-notch client service.
- Company: Established UK wealth management firm in Birmingham with a collaborative culture.
- Benefits: Competitive salary of £35K+, comprehensive benefits, and flexible working options.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Extensive experience in financial planning administration and strong attention to detail.
- Other info: Proactive team-oriented environment with opportunities for growth.
The predicted salary is between 28000 - 42000 £ per year.
A well-established UK wealth management business in Birmingham is looking for a Senior Recruitment Professional. This role involves supporting Wealth Planners by managing client onboarding processes, handling documentation, and ensuring excellent client service.
Ideal candidates will have extensive experience in financial planning administration, a strong grasp of financial planning processes, attention to detail, and a proactive team-oriented mindset.
The position offers a competitive salary of £35K+ along with a comprehensive benefits package and potential for flexibility.
Senior Wealth Planning Admin – Impactful & Collaborative in Birmingham employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planning Admin – Impactful & Collaborative in Birmingham
✨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. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your financial planning knowledge. Make sure you can discuss client onboarding processes and documentation handling confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to tailor your approach! When applying through our website, highlight your attention to detail and team-oriented mindset in your conversations. Show them you’re not just another candidate, but the right fit for their collaborative culture.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Senior Wealth Planning Admin – Impactful & Collaborative in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Wealth Planning Admin role. Highlight your financial planning administration experience and any relevant achievements to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your proactive mindset and how you can contribute to excellent client service.
Showcase Attention to Detail: In a role like this, attention to detail is key. Make sure your application is free from typos and errors. We love candidates who take pride in their work and demonstrate professionalism right from the start!
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’re considered for the role. Plus, it shows you’re keen on joining our collaborative team!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning processes. Understand the client onboarding journey and be ready to discuss how you've successfully managed documentation in previous roles. This will show that you're not just familiar with the basics, but that you can hit the ground running.
✨Showcase Your Attention to Detail
In this role, attention to detail is key. Prepare examples from your past work where your meticulous nature made a difference. Whether it was catching an error in documentation or ensuring a smooth onboarding process, these stories will highlight your strengths.
✨Emphasise Team Collaboration
Since the role is collaborative, think of instances where you've worked effectively within a team. Be ready to share how you’ve supported Wealth Planners or other colleagues in achieving common goals. This will demonstrate your proactive mindset and ability to contribute positively to the team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture and how they support their Wealth Planners. This shows your genuine interest in the role and helps you assess if the company aligns with your values. Plus, it gives you a chance to engage in a meaningful conversation during the interview.
