Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Enhance client experiences and manage complex portfolios in a dynamic financial environment.
- Company: Leading financial services firm in Worthing with a supportive culture.
- Benefits: Private medical insurance, generous holiday allowance, and hybrid working options.
- Why this job: Join a team that values strong relationships and offers career growth opportunities.
- Qualifications: At least 3 years of relevant experience and excellent relationship-building skills.
- Other info: Supportive work environment with opportunities for training and development.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm in Worthing seeks a Senior Financial Planning Administrator to enhance client experiences and manage complex portfolios. Candidates need at least 3 years of relevant experience and an ability to build strong relationships. This role involves client service, documentation management, and training others within the team. Hybrid working is supported, along with comprehensive benefits including private medical insurance, generous holiday allowance, and a supportive work environment.
Hybrid Senior Client Executive - Wealth Planning Specialist in Worthing employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Senior Client Executive - Wealth Planning 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. A personal recommendation can go a long way in landing that Senior Client Executive role.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their approach to wealth planning and client service, so you can showcase how your experience aligns perfectly with their needs.
✨Tip Number 3
Practice your pitch! Be ready to explain how your 3+ years of experience can enhance client experiences and manage complex portfolios. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Hybrid Senior Client Executive - Wealth Planning Specialist in Worthing
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and client management. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth planning and how you can enhance client experiences. We love seeing genuine enthusiasm for the role.
Showcase Relationship-Building Skills: Since building strong relationships is key in this role, include examples of how you've successfully managed client interactions in the past. We want to know how you connect with clients and colleagues alike!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Progeny
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specific services offered by the firm. Being able to discuss complex portfolios and client service strategies will show that you're not just a candidate, but a potential asset to their team.
✨Build Rapport
Since this role is all about building strong relationships, practice your interpersonal skills. Be ready to share examples of how you've successfully managed client relationships in the past. A friendly, approachable attitude can go a long way!
✨Showcase Your Experience
With at least 3 years of relevant experience required, be prepared to highlight your achievements in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your responses and make your experience stand out.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to wealth planning and how they support their clients. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values.
