Senior Client Services Executive – Wealth Advisory (Remote) in Oxford

Senior Client Services Executive – Wealth Advisory (Remote) in Oxford

Oxford Full-Time 30000 - 40000 £ / year (est.) Working from home possible
Novia Financial plc

At a Glance

  • Tasks: Provide top-notch support to financial planners and enhance client relationships.
  • Company: Join Novia Financial plc, a growing team in the wealth advisory sector.
  • Benefits: Enjoy a supportive work environment with various perks and opportunities.
  • Other info: Remote role with a focus on teamwork and continuous improvement.
  • Why this job: Make a real difference in client services while developing your career.
  • Qualifications: Strong communication skills and a passion for client service.

The predicted salary is between 30000 - 40000 £ per year.

Novia Financial plc is looking for a highly motivated Client Services Senior Executive to join their expanding team in Oxford. This full-time, permanent role involves providing administrative support to financial planners while ensuring exceptional client service.

The successful candidate will work collaboratively with colleagues, manage client relationships, and contribute to continuous improvements within the client services team. Benefits include a supportive working environment and various perks.

Senior Client Services Executive – Wealth Advisory (Remote) in Oxford employer: Novia Financial plc

Novia Financial plc is an excellent employer, offering a supportive and collaborative work culture that prioritises employee growth and development. As a Senior Client Services Executive in Oxford, you will enjoy a range of benefits, including flexible working arrangements and opportunities to enhance your skills while making a meaningful impact on client relationships.

Novia Financial plc

Contact Details:

Novia Financial plc Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Client Services Executive – Wealth Advisory (Remote) in Oxford

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Novia Financial plc. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Senior Client Services Executive – Wealth Advisory (Remote) in Oxford

Client Relationship Management
Administrative Support
Exceptional Client Service
Collaboration Skills
Continuous Improvement
Communication Skills
Time Management

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Novia Financial plc.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Novia Financial plc's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Novia Financial plc

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Novia Financial plc.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Novia Financial plc will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Novia Financial plc employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.