At a Glance
- Tasks: Support financial advisers with platform assistance and manage pension and investment transfers.
- Company: P1 Investment Services, a dynamic firm in Exeter.
- Benefits: Competitive salary, pensions, life insurance, and generous holiday policy.
- Why this job: Join a supportive team and make a difference in financial services.
- Qualifications: Attention to detail and a passion for customer service are key.
The predicted salary is between 25000 - 26000 € per year.
P1 Investment Services is seeking a full-time Adviser Platform Support team member to assist financial advisers in Exeter. The responsibilities include providing platform support, managing pension and investment transfers, and handling account creation. Attention to detail and a passion for customer service are essential.
We offer a competitive salary between £25,000 and £26,000, along with benefits like pensions, life insurance, and a generous holiday policy.
Adviser Platform Support Specialist — Hybrid (Exeter) in Devon employer: P1 Investment Services
P1 Investment Services is an excellent employer, offering a supportive and collaborative work culture that values attention to detail and customer service. Located in Exeter, employees benefit from a competitive salary, comprehensive benefits including pensions and life insurance, and ample opportunities for professional growth within the financial services sector. Join us to be part of a team that prioritises employee well-being and development while making a meaningful impact in the lives of financial advisers.
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Platform Support Specialist — Hybrid (Exeter) in Devon
✨Tip Number 1
Network like a pro! Reach out to financial advisers and professionals in Exeter through LinkedIn or local meetups. Building connections can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for the interview by researching P1 Investment Services thoroughly. Understand their values, services, and recent news. This will help us tailor our answers and show genuine interest in the role.
✨Tip Number 3
Practice common interview questions related to customer service and platform support. We can role-play with a friend or use online resources to get comfortable with our responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive opportunities listed there that you won’t find anywhere else.
We think you need these skills to ace Adviser Platform Support Specialist — Hybrid (Exeter) in Devon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in platform support and customer service. We want to see how your skills align with the role, so don’t be shy about showcasing your attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping financial advisers and how your background makes you a perfect fit for our team. Keep it friendly and professional!
Showcase Your Customer Service Skills:Since this role is all about supporting advisers, make sure to include examples of how you've gone above and beyond in customer service. We love seeing real-life scenarios where you’ve made a difference!
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 to do!
How to prepare for a job interview at P1 Investment Services
✨Know Your Stuff
Make sure you understand the basics of investment services and platform support. Brush up on common terms and processes related to pension and investment transfers, as well as account creation. This will show your potential employer that you're serious about the role.
✨Show Off Your Customer Service Skills
Since this role is all about assisting financial advisers, be ready to share examples of how you've provided excellent customer service in the past. Think of specific situations where you went above and beyond to help someone out, as this will highlight your passion for helping others.
✨Attention to Detail is Key
Prepare to discuss how you ensure accuracy in your work. You might want to mention any tools or methods you use to double-check your work, especially when it comes to managing transfers and creating accounts. This will demonstrate that you take pride in your work and understand the importance of detail.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the team and the company culture. This shows that you're genuinely interested in the position and helps you determine if it's the right fit for you. Plus, it gives you a chance to learn more about how they support their advisers.
