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- Tasks: Enhance client experiences through documentation preparation and compliance with FCA regulations.
- Company: Leading financial planning firm in the City of London with a collaborative team.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Join a dedicated team helping clients achieve their financial goals.
- Qualifications: Strong background in IFA administration and excellent communication skills.
- Other info: Fast-paced environment with opportunities for career growth.
The predicted salary is between 43200 - 72000 £ per year.
A leading financial planning firm in the City of London is looking for an experienced Client Services Executive to enhance client experiences. The role involves documentation preparation, compliance with FCA regulations, and being a primary client contact.
Candidates should have a strong background in IFA administration, excellent communication skills, and the ability to manage multiple tasks in a fast-paced environment.
Join a collaborative team dedicated to helping clients achieve their financial goals.
Chartered Client Services Specialist - Financial Planning in City of London employer: Moore Kingston Smith
Contact Detail:
Moore Kingston Smith Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Client Services Specialist - Financial Planning in City of London
✨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. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for interviews by brushing up on FCA regulations and client service best practices. We want you to shine when discussing how you can enhance client experiences and manage multiple tasks effectively.
✨Tip Number 3
Showcase your communication skills! During interviews, be clear and concise, and don’t hesitate to share examples of how you've successfully managed client relationships in the past.
✨Tip Number 4
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 connect directly with us.
We think you need these skills to ace Chartered Client Services Specialist - Financial Planning in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in IFA administration and client services. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant 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 enhance client experiences. Keep it engaging and personal – we love to see your personality!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our collaborative team!
How to prepare for a job interview at Moore Kingston Smith
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and IFA administration. Being able to discuss these topics confidently will show that you're well-prepared and understand the industry.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. Consider doing mock interviews with a friend or family member to refine your responses and ensure you come across as approachable and professional.
✨Demonstrate Multitasking Abilities
Prepare examples from your past experiences where you've successfully managed multiple tasks at once. This could be juggling client requests or handling documentation under tight deadlines—show them you can thrive in a fast-paced environment!
✨Emphasise Team Collaboration
This role is all about working within a collaborative team. Be ready to share instances where you've worked effectively with others to achieve a common goal, highlighting your ability to contribute positively to a team dynamic.
