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- Tasks: Provide administrative and client support in Wealth Planning services.
- Company: Reputable Wealth Management firm in Cambridge with a strong team culture.
- Benefits: Competitive salary up to £35,000 and comprehensive benefits package.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Previous experience in financial services and strong communication skills.
- Other info: Enjoy hybrid working after probation and thrive in a detail-oriented environment.
The predicted salary is between 28000 - 42000 £ per year.
A reputable Wealth Management firm in Cambridge is seeking a Wealth Planning Assistant to provide administrative and client support. This role involves ensuring smooth delivery of Wealth Planning services and acting as a key contact for clients and internal teams.
Ideal candidates will have previous experience in financial services, be detail-oriented, and have strong communication skills.
This position offers a competitive salary of up to £35,000 and a comprehensive benefits package. Hybrid working is available after the initial probation period.
Wealth Planning Support Specialist (Hybrid) in Cambridge employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Support Specialist (Hybrid) in Cambridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Wealth Planning Support Specialist role. 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 those interviews! Research common questions for Wealth Planning roles and practice your responses. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your experience effectively.
✨Tip Number 3
Show off your communication skills! During interviews, be sure to articulate your thoughts clearly and confidently. Remember, as a Wealth Planning Support Specialist, you'll need to convey complex information simply, so practice makes perfect!
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for the Wealth Planning Support Specialist position. Plus, it shows you're genuinely interested in joining our team. Don't miss out on this opportunity!
We think you need these skills to ace Wealth Planning Support Specialist (Hybrid) in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and showcases your attention to detail. We want to see how your skills align with the Wealth Planning Assistant role, so don’t be shy about making it specific!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how your communication skills can benefit our clients. We love seeing personality, so let your enthusiasm come through!
Showcase Relevant Experience: If you've got previous experience in administrative roles or client support, make sure to highlight that! We’re looking for candidates who can hit the ground running, so any relevant examples will help us see your potential.
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’s super easy – just follow the prompts and you’ll be all set!
How to prepare for a job interview at mbf
✨Know Your Wealth Management Basics
Before the interview, brush up on your knowledge of wealth management principles and services. Familiarise yourself with common financial terms and concepts, as this will help you speak confidently about the industry and demonstrate your understanding of the role.
✨Showcase Your Communication Skills
Since strong communication is key for this position, prepare examples of how you've effectively communicated with clients or team members in the past. Think about situations where you resolved issues or provided exceptional support, and be ready to share these stories during the interview.
✨Highlight Your Attention to Detail
As a Wealth Planning Support Specialist, being detail-oriented is crucial. Prepare to discuss specific instances where your attention to detail made a difference in your previous roles. This could include managing client documents, ensuring accuracy in reports, or any other relevant experiences.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about the team dynamics, the types of clients they work with, or how success is measured in this position. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
