Client Support Advisor, Financial Planning | Flexible Hours in Preston
Client Support Advisor, Financial Planning | Flexible Hours

Client Support Advisor, Financial Planning | Flexible Hours in Preston

Preston Full-Time 28800 - 43200 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide exceptional client service and support in Financial Planning.
  • Company: Leading UK accountancy firm with a focus on client relationships.
  • Benefits: Competitive salary, flexible hours, and numerous employee benefits.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: Proactive attitude and strong communication skills required.
  • Other info: Thriving environment with opportunities for personal and professional growth.

The predicted salary is between 28800 - 43200 Β£ per year.

A leading accountancy firm in the UK is looking for a talented Client Support Administrator to provide exceptional client service and support in Financial Planning. You will engage in various client support tasks, adhere to compliance procedures, and work closely with team members.

The successful candidate will have a proactive attitude, strong communication skills, and will thrive in a dynamic environment, contributing to meaningful client relationships. This role offers a competitive salary and numerous employee benefits.

Client Support Advisor, Financial Planning | Flexible Hours in Preston employer: MHA

As a leading accountancy firm in the UK, we pride ourselves on fostering a supportive and dynamic work culture that prioritises employee growth and development. Our flexible hours allow for a healthy work-life balance, while our commitment to exceptional client service ensures that every team member plays a vital role in building meaningful relationships. Join us to enjoy competitive salaries, comprehensive benefits, and the opportunity to thrive in a collaborative environment.
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Contact Detail:

MHA Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Client Support Advisor, Financial Planning | Flexible Hours in Preston

✨Tip Number 1

Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. 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 interviews by practising common questions and scenarios related to client support and financial planning. We recommend role-playing with a friend to boost your confidence and refine your answers.

✨Tip Number 3

Showcase your proactive attitude! During interviews, share examples of how you've gone above and beyond in previous roles. This will demonstrate your commitment to exceptional client service.

✨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 engage with us directly.

We think you need these skills to ace Client Support Advisor, Financial Planning | Flexible Hours in Preston

Client Service
Financial Planning
Compliance Procedures
Communication Skills
Proactive Attitude
Team Collaboration
Dynamic Environment Adaptability
Relationship Building

Some tips for your application 🫑

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Support Advisor role. Highlight your proactive attitude and strong communication skills, as these are key for us in this dynamic environment.

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 meaningful client relationships. Keep it engaging and personal!

Showcase Relevant Experience: When detailing your previous roles, focus on any client support tasks you've handled. We want to see how you've successfully navigated compliance procedures and worked with teams to deliver exceptional service.

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 during the process!

How to prepare for a job interview at MHA

✨Know Your Stuff

Before the interview, make sure you understand the basics of financial planning and the services the firm offers. Brush up on key terms and concepts so you can speak confidently about how you can contribute to client support.

✨Show Off Your Communication Skills

Since strong communication is crucial for this role, prepare examples of how you've effectively communicated with clients or team members in the past. Think about times when you resolved issues or built relationships, and be ready to share those stories.

✨Be Proactive in Your Approach

Demonstrate your proactive attitude by discussing how you’ve taken initiative in previous roles. Whether it’s suggesting improvements to processes or going the extra mile for a client, show that you’re someone who doesn’t wait for tasks to be assigned.

✨Ask Thoughtful Questions

Prepare some insightful questions about the firm’s approach to client support and financial planning. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.

Client Support Advisor, Financial Planning | Flexible Hours in Preston
MHA
Location: Preston
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  • Client Support Advisor, Financial Planning | Flexible Hours in Preston

    Preston
    Full-Time
    28800 - 43200 Β£ / year (est.)
  • M

    MHA

    50-100
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