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- Tasks: Help clients achieve their financial dreams and provide personalised financial guidance.
- Company: Leading Financial Services firm with a supportive and friendly culture.
- Benefits: Competitive salary, pension, and great work perks in a welcoming environment.
- Why this job: Make a real difference in clients' lives while working with a close-knit team.
- Qualifications: Experience in Financial Services or relevant degree in Finance or Economics.
- Other info: Dynamic role with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A leader in the Financial Services sector is looking for a passionate and knowledgeable Financial Services individual. The successful candidate will experience the satisfaction of helping clients realise their long-term financial ambitions while working alongside a Financial Advisor.
Responsibilities:
- Conduct a comprehensive analysis of clients' personal finances, current situation and future goals.
- Assist clients on the most effective investments, taking their individual preferences and goals into account.
- Help clients realise their long-term financial ambitions.
- Provide personal financial guidance services.
Skills and Experience:
- At least three 1-2 years experience in Financial Services, Financial Planning/Wealth Management, or a Degree-level qualification or equivalent in Business Economics, Mathematics, Finance or similar.
- Understanding of Wealth Management administration.
- Ability to operate in a demanding environment with a focus on delivering excellent client services.
- Strong problem-solving skills and a vested interest in financial technology.
As a successful candidate, you will be rewarded with a competitive salary, pension and other work perks in a warm and welcoming company atmosphere. You will have the chance to make a real difference in the lives of your clients, working alongside a close-knit and friendly team. We invite interested candidates to apply now.
Client Services Advisor in Liverpool employer: Prestige Recruitment Group
Contact Detail:
Prestige Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Advisor in Liverpool
✨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 lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions and be ready to showcase your problem-solving skills.
✨Tip Number 3
Show off your passion for financial technology! Be prepared to discuss how you've used tech in your previous roles and how it can enhance client services. This will set you apart from other candidates.
✨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 to connect with us directly.
We think you need these skills to ace Client Services Advisor in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in Financial Services and any relevant qualifications to show us you’re the right fit for the Client Services Advisor role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about helping clients achieve their financial goals and how your experience aligns with our needs. Keep it engaging and personal!
Showcase Your Problem-Solving Skills: In the financial world, problem-solving is key. Use examples from your past experiences to demonstrate how you've tackled challenges and provided excellent client service. We want to see your thought process!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Prestige Recruitment Group
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and wealth management. Be ready to discuss specific investment strategies and how they align with clients' goals. This shows you’re not just knowledgeable but also passionate about helping clients succeed.
✨Showcase Your Problem-Solving Skills
Prepare examples from your past experience where you successfully solved client issues or improved their financial situations. This will demonstrate your ability to think critically and provide excellent client service, which is key for this role.
✨Understand the Company Culture
Research the company’s values and work environment. Be ready to explain why you’d be a great fit for their close-knit team. Showing that you align with their culture can set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. This not only shows your interest but also helps you gauge if the company is the right fit for you. Think about asking about their approach to client relationships or how they support professional development.
