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- Tasks: Deliver exceptional client service and support Financial Planners in managing client interactions.
- Company: Leading financial services firm with a focus on client excellence.
- Benefits: Competitive salary, hybrid working options, and professional growth opportunities.
- Why this job: Join a supportive team and make a real difference in client relationships.
- Qualifications: Organised, detail-oriented, and excellent communication skills.
- Other info: Dynamic environment with great potential for career advancement.
The predicted salary is between 28800 - 43200 £ per year.
A leading financial services firm is seeking a motivated Client Executive in Exeter to deliver client service excellence. You will support Financial Planners by managing client interactions and maintaining records. The ideal candidate is organized, detail-oriented, and skilled in communication. This role offers competitive salary and hybrid working options, along with opportunities for professional growth in a supportive team environment.
Hybrid IFA Client Services Executive in Exeter employer: PKF Francis Clark
Contact Detail:
PKF Francis Clark Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid IFA Client Services Executive in Exeter
✨Tip Number 1
Network like a pro! Reach out to current employees at the firm on LinkedIn and ask about their experiences. A friendly chat can give you insider info and might even lead to a referral!
✨Tip Number 2
Prepare for the interview by practising common questions related to client service excellence. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills during the interview. Bring examples of how you've managed client interactions or maintained records in the past. This will demonstrate your fit for the role!
✨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 take that extra step!
We think you need these skills to ace Hybrid IFA Client Services Executive in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client services and communication skills. We want to see how you can deliver client service excellence, 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 the perfect fit for the Hybrid IFA Client Services Executive role. We love seeing enthusiasm and a genuine interest in our firm, so let your personality come through.
Showcase Your Organisational Skills: Since the role requires being detail-oriented and organised, give examples of how you've successfully managed client interactions or maintained records in the past. We appreciate candidates who can demonstrate their ability to keep things running smoothly!
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 shows you’re proactive and keen to join our team!
How to prepare for a job interview at PKF Francis Clark
✨Know Your Stuff
Make sure you understand the financial services industry and the specific role of a Client Executive. Brush up on key terms and concepts that are relevant to client interactions and support for Financial Planners. This will show your enthusiasm and readiness to contribute.
✨Showcase Your Organisational Skills
Since the role requires being detail-oriented and organised, prepare examples from your past experiences where you successfully managed multiple tasks or maintained accurate records. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Practice Your Communication
As communication is key in this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or using online resources to refine your answers. Remember, it’s not just what you say, but how you say it!
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional growth. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
