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- Tasks: Deliver exceptional client onboarding and support in financial planning.
- Company: Leading financial services firm in Greater London with a focus on client satisfaction.
- Benefits: Salary between £30,000 - £40,000, hybrid working, and generous professional development perks.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: At least 2 years of financial administration experience and a keen eye for detail.
- Other info: Enjoy a supportive environment with opportunities for career growth.
The predicted salary is between 30000 - 40000 £ per year.
A leading financial services firm in Greater London is seeking a Client Support Executive. This role focuses on delivering exceptional client onboarding and support within financial planning.
Candidates should have at least 2 years of financial administration experience and a strong focus on accuracy and client satisfaction.
The position offers a salary range of £30,000 - £40,000 plus benefits, with hybrid working arrangements including two days at home and generous perks to support professional development.
Hybrid Client Support — Financial Planning Admin employer: Octopus Money
Contact Detail:
Octopus Money Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Client Support — 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 Support role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for Client Support roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your experience effectively.
✨Tip Number 3
Showcase your client satisfaction skills! During interviews, share specific examples of how you've gone above and beyond for clients in your previous roles. This will highlight your commitment to exceptional service, which is key for this position.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Hybrid Client Support — Financial Planning Admin
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial administration experience and any relevant skills. We want to see how your background aligns 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 passionate about client support in financial planning and how you can contribute to our team. Keep it engaging and personal.
Showcase Your Attention to Detail: Since accuracy is key in this role, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so let that shine through!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Octopus Money
✨Know Your Financial Stuff
Make sure you brush up on your financial administration knowledge. Understand the basics of client onboarding and support in financial planning, as this will show that you're serious about the role and can hit the ground running.
✨Showcase Your Accuracy
Since accuracy is key in this role, be prepared to discuss specific examples from your past experience where your attention to detail made a difference. This could be anything from managing client data to ensuring compliance with regulations.
✨Client Satisfaction is Key
Think of instances where you've gone above and beyond for clients. Be ready to share these stories during the interview, as demonstrating your commitment to client satisfaction will resonate well with the hiring team.
✨Embrace the Hybrid Model
Familiarise yourself with hybrid working dynamics. Be ready to discuss how you manage your time and productivity when working from home versus in the office, as this role offers a mix of both.
