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- Tasks: Support clients and management with diverse administrative tasks in financial planning.
- Company: Reputable wealth management firm based in Cambridge.
- Benefits: Gain valuable experience, training opportunities, and a supportive work environment.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Strong communication and organisational skills; familiarity with back-office systems is a plus.
- Other info: Opportunity for professional growth and development in the finance sector.
The predicted salary is between 28800 - 43200 £ per year.
A wealth management firm in Cambridge is seeking a Financial Planning Administrator to support clients and management through a diverse range of administrative tasks. The role encompasses maintaining client records, coordinating meetings, and ensuring compliance with regulatory standards.
The ideal candidate will excel in communication, possess strong organisational skills, and have a proactive attitude. Familiarity with back-office systems like Intelliflo is advantageous, along with a willingness to complete necessary training and achieve required qualifications.
Client Experience Executive — Financial Planning in Cambridge employer: MM WEALTH LTD
Contact Detail:
MM WEALTH LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Experience Executive — Financial Planning in Cambridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning 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 interviews by researching the company and its values. When you know what they stand for, you can tailor your responses to show how you fit right in. Plus, it’ll help you ask insightful questions that impress the interviewers!
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you get comfortable with common questions and refine your answers, so you come across as confident and well-prepared.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Client Experience Executive role. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Client Experience Executive — Financial Planning in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your communication and organisational skills, as these are key for the Client Experience Executive role. We want to see how your experience aligns with the tasks mentioned in the job description.
Show Your Proactive Side: In your cover letter, share examples of how you've taken initiative in previous roles. We love candidates who can demonstrate a proactive attitude, so don’t hold back on showcasing your achievements!
Familiarity is Key: If you have experience with back-office systems like Intelliflo, make sure to mention it! Even if you’re not an expert yet, showing a willingness to learn and adapt will impress us.
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!
How to prepare for a job interview at MM WEALTH LTD
✨Know Your Stuff
Make sure you understand the basics of financial planning and wealth management. Brush up on key concepts and be ready to discuss how you can support clients effectively. Familiarity with back-office systems like Intelliflo will definitely give you an edge!
✨Show Off Your Organisational Skills
Since the role involves maintaining client records and coordinating meetings, be prepared to share examples of how you've successfully managed multiple tasks in the past. Highlight any tools or methods you use to stay organised and efficient.
✨Communicate Clearly
Strong communication is key in this role. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview to demonstrate your interest and engagement.
✨Be Proactive and Open to Learning
The ideal candidate has a proactive attitude, so show that you're eager to learn and grow. Discuss any relevant training or qualifications you’re willing to pursue, and express your enthusiasm for developing your skills in the financial planning sector.
