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- Tasks: Ensure smooth onboarding and deliver exceptional service for clients in financial planning.
- Company: Leading financial services provider in the UK with a supportive team culture.
- Benefits: Up to £40,000 salary, hybrid working options, and great benefits.
- Why this job: Join a dynamic team and enhance client experiences in the financial sector.
- Qualifications: At least 2 years of relevant experience and strong organisational skills.
- Other info: Opportunity for career growth in a collaborative environment.
The predicted salary is between 32000 - 40000 £ per year.
A leading financial services provider in the UK is seeking a Client Support Executive to ensure smooth onboarding and exceptional service for clients. The role involves delivering accurate financial administration, conducting AML and KYC checks, and collaborating closely with advisers.
With a focus on excellent client experiences, this position requires at least 2 years of relevant experience and strong organizational skills. Up to £40,000 salary plus benefits, including hybrid working options and a supportive team environment.
Client Experience Lead - Financial Planning Admin employer: Octopus Money
Contact Detail:
Octopus Money Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Experience Lead - Financial Planning Admin
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Experience Lead role. 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 those interviews by practising common questions related to client support and financial administration. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed client onboarding processes or handled AML and KYC checks efficiently. This will demonstrate your ability to deliver exceptional service.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find roles that match your skills and experience. Plus, applying directly shows your enthusiasm for joining our supportive team environment.
We think you need these skills to ace Client Experience Lead - Financial Planning Admin
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial administration and client support. We want to see how your skills align with the role, so don’t be shy about showcasing your organisational prowess!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about delivering exceptional client experiences and how your background makes you a perfect fit for our team.
Showcase Your Soft Skills: In this role, strong communication and collaboration are key. We love seeing examples of how you've worked closely with others or resolved client issues in the past, so make sure to include those in your application!
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 Octopus Money
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around AML and KYC processes. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can also handle the specifics of the role.
✨Showcase Your Organisational Skills
Prepare examples from your past experience where your organisational skills made a difference. Whether it was managing client onboarding or coordinating with advisers, having concrete examples ready will help demonstrate your fit for the role.
✨Emphasise Client Experience
Since the role focuses on delivering exceptional client experiences, think about times when you went above and beyond for a client. Be ready to share these stories to highlight your commitment to client satisfaction.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client support and how they measure success in this role. This shows your genuine interest in the position and helps you understand if it's the right fit for you.
