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- Tasks: Lead operations and client services, ensuring smooth daily functions and high service standards.
- Company: Dynamic financial services firm in Haywards Heath with a focus on client experience.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Make a real difference in client satisfaction while developing your leadership skills.
- Qualifications: Experience in financial services administration and strong organisational skills required.
- Other info: Join a proactive team dedicated to enhancing client experiences.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm based in Haywards Heath seeks an Operations and Client Services Manager to lead administrative functions and ensure efficient daily operations. This hands-on leadership role involves managing workflow, maintaining high client service standards, and providing support to advisers.
Ideal candidates have a background in financial services administration, excellent organisational skills, and are proficient with financial back-office systems. A proactive approach and commitment to client experience are essential for success.
IFA Operations & Client Services Lead in Haywards Heath employer: Placr Recruitment
Contact Detail:
Placr Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Operations & Client Services Lead in Haywards Heath
✨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 an Operations and Client Services 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 interviews by brushing up on your knowledge of financial back-office systems. We recommend creating a list of common questions related to client service standards and workflow management, so you can showcase your expertise and proactive approach during the interview.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. This not only shows your enthusiasm but also keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We’ve got all the latest openings, and applying directly can sometimes give you an edge over other candidates. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace IFA Operations & Client Services Lead in Haywards Heath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills align with the role, so don’t be shy about showcasing your organisational prowess and familiarity with back-office systems.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client service and how your proactive approach can enhance our operations. Let us know what makes you the perfect fit for this hands-on leadership role.
Showcase Your Leadership Skills: Since this role involves leading a team, make sure to highlight any previous leadership experiences. We’re looking for someone who can manage workflow effectively while maintaining high client service standards, so share examples of how you've done this in the past.
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 us you’re keen on joining our team!
How to prepare for a job interview at Placr Recruitment
✨Know Your Financial Services Inside Out
Make sure you brush up on your knowledge of financial services administration. Familiarise yourself with common back-office systems and processes, as well as any recent trends in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Demonstrate Your Organisational Skills
Prepare examples from your past experience where you've successfully managed workflows or improved operational efficiency. Be ready to discuss specific tools or methods you used to stay organised and how they contributed to high client service standards.
✨Showcase Your Client-Centric Approach
Think of instances where you went above and beyond for a client. Highlight your proactive approach to enhancing client experience and how you’ve handled challenging situations. This will demonstrate your commitment to maintaining high client service standards.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s operations and client service strategies. This shows that you’re engaged and serious about the role. It also gives you a chance to assess if the company aligns with your values and work style.
