Senior Financial Planning Client Support Lead in Preston
Senior Financial Planning Client Support Lead

Senior Financial Planning Client Support Lead in Preston

Preston Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage client relationships and deliver exceptional support in a dynamic environment.
  • Company: Leading accountancy firm known for its commitment to excellence.
  • Benefits: Competitive salary, flexible working hours, and extensive employee support.
  • Why this job: Join a dedicated team and grow your career while making a real impact.
  • Qualifications: Excellent communication skills and attention to detail required.
  • Other info: Great opportunity for professional growth in a supportive atmosphere.

The predicted salary is between 36000 - 60000 £ per year.

A leading accountancy firm is seeking a Senior Client Support Administrator in Preston to manage client relationships and deliver exceptional service. The role involves troubleshooting issues, prioritizing tasks, and collaborating with a dedicated team. Ideal candidates should have excellent communication skills, attention to detail, and confidence in navigating complex challenges.

The firm offers a competitive salary, flexible working, and extensive employee support, making it an excellent opportunity for professional growth.

Senior Financial Planning Client Support Lead in Preston employer: MHA

As a leading accountancy firm in Preston, we pride ourselves on fostering a supportive and dynamic work environment where employees are encouraged to thrive. With a focus on professional development, flexible working arrangements, and a commitment to exceptional client service, we offer our team members the opportunity to grow their careers while making a meaningful impact. Join us to be part of a collaborative culture that values innovation and excellence.
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Contact Detail:

MHA Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Financial Planning Client Support Lead in Preston

✨Tip Number 1

Network like a pro! Reach out to current or former employees of the firm on LinkedIn. A friendly chat can give us insider info and maybe even a referral!

✨Tip Number 2

Prepare for the interview by practising common questions related to client support and financial planning. We can role-play with a friend to boost our confidence and refine our answers.

✨Tip Number 3

Showcase your problem-solving skills during interviews. Think of specific examples where you’ve tackled complex challenges in client support. We want to impress them with our experience!

✨Tip Number 4

Don’t forget to follow up after the interview! A quick thank-you email can keep us fresh in their minds and show our enthusiasm for the role. Let’s make it count!

We think you need these skills to ace Senior Financial Planning Client Support Lead in Preston

Client Relationship Management
Troubleshooting Skills
Task Prioritisation
Team Collaboration
Communication Skills
Attention to Detail
Problem-Solving Skills
Confidence in Navigating Complex Challenges

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in client support and financial planning. 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 the perfect fit for the Senior Client Support Administrator role. Share specific examples of how you've tackled complex challenges in the past.

Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Keep your language clear and concise, and don’t forget to proofread for any pesky typos!

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 from our team!

How to prepare for a job interview at MHA

✨Know Your Client Support Basics

Before the interview, brush up on your knowledge of client support best practices. Understand how to manage client relationships effectively and be ready to discuss your previous experiences in troubleshooting issues and prioritising tasks.

✨Showcase Your Communication Skills

Since excellent communication is key for this role, prepare examples that highlight your ability to convey complex information clearly. Practice articulating your thoughts on how you would handle challenging client interactions.

✨Demonstrate Attention to Detail

Be prepared to discuss specific instances where your attention to detail made a difference in your work. This could involve managing client accounts or ensuring accuracy in financial planning documents.

✨Emphasise Team Collaboration

The role involves working closely with a dedicated team, so think of examples that showcase your collaborative spirit. Be ready to explain how you’ve successfully worked with others to solve problems or improve processes.

Senior Financial Planning Client Support Lead in Preston
MHA
Location: Preston

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  • Senior Financial Planning Client Support Lead in Preston

    Preston
    Full-Time
    36000 - 60000 £ / year (est.)
  • M

    MHA

    50-100
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