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- Tasks: Provide top-notch admin support and build strong client relationships.
- Company: Dynamic financial services firm in Worthing with a focus on teamwork.
- Benefits: Great opportunities for professional growth and development.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Over 2 years of experience in financial services and a passion for quality work.
- Other info: Thriving environment that encourages both autonomy and collaboration.
The predicted salary is between 28800 - 43200 £ per year.
A financial services firm in Worthing is seeking a motivated Financial Planning Administrator (Client Executive) to join their team. In this role, you will provide specialized administration support, maintain excellent client relationships, and collaborate with Paraplanners and Financial Planners on diverse client cases.
The ideal candidate will have over 2 years of experience in financial services, be driven by quality work, and thrive both autonomously and in a team environment. This position offers an excellent opportunity for professional growth.
Client Executive — Financial Planning Support Specialist in Worthing employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive — Financial Planning Support Specialist in Worthing
✨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 interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience in financial services makes you the perfect fit for the Client Executive role. Highlight your skills in maintaining client relationships and collaborating with teams.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to showcase your skills and experience directly to potential employers. Plus, it shows you're serious about landing that job!
We think you need these skills to ace Client Executive — Financial Planning Support Specialist in Worthing
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially any roles where you've provided administration support. We want to see how your skills align with the Client Executive position, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your background makes you a perfect fit for our team. Remember, we love seeing personality, so let your enthusiasm come through!
Showcase Teamwork and Autonomy: In your application, highlight examples of when you've thrived both independently and as part of a team. We value collaboration, but we also appreciate candidates who can take initiative and work autonomously, so give us the best of both worlds!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Progeny
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge. Understand the basics of financial planning, investment strategies, and client relationship management. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
With over 2 years of experience in financial services, be ready to discuss specific examples from your past roles. Highlight situations where you provided excellent client support or collaborated effectively with Paraplanners and Financial Planners. Real-life examples can make a big impact!
✨Demonstrate Team Spirit
Since this role involves working closely with others, be prepared to talk about how you thrive in a team environment. Share instances where you contributed to a team project or helped a colleague out. This will show that you’re not just a lone wolf but someone who values collaboration.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, or growth opportunities. This shows that you’re engaged and serious about the position. Plus, it gives you a chance to see if the company is the right fit for you!
