Financial Planning Support Specialist (Hybrid) in Huddersfield
Financial Planning Support Specialist (Hybrid)

Financial Planning Support Specialist (Hybrid) in Huddersfield

Huddersfield Full-Time 30000 - 42000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support clients and maintain accurate financial data in a dynamic environment.
  • Company: Leading financial services company with a strong reputation in Huddersfield.
  • Benefits: Great benefits package, hybrid working model, and career advancement opportunities.
  • Why this job: Join a supportive team and kickstart your career in financial planning.
  • Qualifications: Strong communication skills and attention to detail are essential.
  • Other info: Opportunity to pursue Level 4 Diploma in Financial Planning.

The predicted salary is between 30000 - 42000 Β£ per year.

A leading financial services company in Huddersfield is seeking a Financial Planning Administrator to support their Central Advice Department. The role involves liaising with clients, maintaining client data accuracy, and processing applications. Flexibility is offered through a hybrid working model post-training.

The position provides opportunities for career advancement within Financial Advice, including support for the Level 4 Diploma in Financial Planning. A great benefits package and a supportive work environment await the successful candidate.

Financial Planning Support Specialist (Hybrid) in Huddersfield employer: M&G plc

Join a leading financial services company in Huddersfield, where you will thrive in a supportive work environment that values your growth and development. With a hybrid working model and a comprehensive benefits package, this role as a Financial Planning Support Specialist offers not only flexibility but also clear pathways for career advancement, including support for obtaining your Level 4 Diploma in Financial Planning. Embrace the opportunity to make a meaningful impact while enjoying a rewarding and dynamic workplace culture.
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Contact Detail:

M&G plc Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Financial Planning Support Specialist (Hybrid) in Huddersfield

✨Tip Number 1

Network like a pro! Reach out to people in the financial services industry, especially those who work at the company you're eyeing. A friendly chat can open doors and give you insider info that could help you stand out.

✨Tip Number 2

Prepare for the interview by brushing up on your knowledge of financial planning. Familiarise yourself with common terms and processes, so you can speak confidently about how you can support their Central Advice Department.

✨Tip Number 3

Show off your organisational skills! Since the role involves maintaining client data accuracy, be ready to share examples of how you've successfully managed data or projects in the past. This will demonstrate your attention to detail.

✨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 the initiative to engage directly with us.

We think you need these skills to ace Financial Planning Support Specialist (Hybrid) in Huddersfield

Client Liaison
Data Accuracy Maintenance
Application Processing
Financial Planning Knowledge
Communication Skills
Attention to Detail
Flexibility
Career Advancement Support
Diploma in Financial Planning Support
Organisational Skills

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or administration. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our Central Advice Department. Keep it engaging and personal.

Showcase Your Attention to Detail: Since maintaining client data accuracy is key, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!

How to prepare for a job interview at M&G plc

✨Know Your Financial Stuff

Brush up on your financial knowledge, especially around financial planning and client management. Be ready to discuss how you can maintain client data accuracy and process applications efficiently. Showing that you understand the industry will impress the interviewers.

✨Showcase Your Communication Skills

Since the role involves liaising with clients, practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully communicated with clients or colleagues in the past. This will demonstrate your ability to build relationships and support clients effectively.

✨Emphasise Your Flexibility

With a hybrid working model, it's important to show that you're adaptable. Share experiences where you've successfully managed your time and tasks in both remote and office settings. This will highlight your readiness for the flexible work environment they offer.

✨Express Your Career Aspirations

The company offers opportunities for career advancement, so make sure to express your interest in growing within the financial advice sector. Mention your enthusiasm for pursuing the Level 4 Diploma in Financial Planning and how it aligns with your career goals.

Financial Planning Support Specialist (Hybrid) in Huddersfield
M&G plc
Location: Huddersfield

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  • Financial Planning Support Specialist (Hybrid) in Huddersfield

    Huddersfield
    Full-Time
    30000 - 42000 Β£ / year (est.)
  • M

    M&G plc

    1000+
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