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- Tasks: Support Financial Planners with client interactions and maintain accurate records.
- Company: Dynamic financial services firm in Guildford focused on collaboration.
- Benefits: Professional development opportunities and a supportive team environment.
- Why this job: Join a team that values your input and helps you grow in finance.
- Qualifications: Customer service experience and strong communication skills required.
- Other info: Ideal for detail-oriented individuals looking to make an impact.
The predicted salary is between 28800 - 43200 £ per year.
A financial services firm in Guildford is seeking a motivated individual to join its Financial Planning team. The role involves supporting Financial Planners with client interactions, maintaining accurate records, and ensuring compliance with Anti-Money Laundering regulations. The environment emphasizes collaboration and professional development.
Ideal candidates should have:
- Customer service experience
- Strong communication skills
- Meticulous attention to detail
Financial Planning Assistant - Client Support & Compliance in Guildford employer: Raymond James UK
Contact Detail:
Raymond James UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant - Client Support & Compliance in Guildford
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those working in client support and compliance. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Anti-Money Laundering regulations. We want to show that you’re not just a great communicator but also someone who knows their stuff!
✨Tip Number 3
Practice your customer service skills! Role-play common scenarios you might face as a Financial Planning Assistant. This will help you feel more confident when interacting with clients during the interview.
✨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 the initiative to connect directly with us.
We think you need these skills to ace Financial Planning Assistant - Client Support & Compliance in Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your customer service experience and any relevant skills that match the job description. We want to see how you can support our Financial Planners, so don’t hold back on showcasing your strengths!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the role and how your meticulous attention to detail will help us maintain compliance. Let your personality come through!
Showcase Your Communication Skills: Since this role involves client interactions, we need to see your strong communication skills in action. Whether it's in your CV or cover letter, make sure to highlight examples where you've effectively communicated with clients or colleagues.
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’s super easy – just follow the prompts!
How to prepare for a job interview at Raymond James UK
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning and compliance regulations, especially Anti-Money Laundering. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry's nuances.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you provided excellent customer service. Think about how you handled difficult situations or went above and beyond for clients. This will demonstrate your ability to support Financial Planners effectively.
✨Attention to Detail is Key
Since the role requires meticulous record-keeping, be ready to discuss how you ensure accuracy in your work. You might want to share specific methods or tools you use to stay organised and detail-oriented.
✨Emphasise Teamwork and Collaboration
The environment values collaboration, so think of instances where you've worked well in a team. Be prepared to talk about how you contribute to a positive team dynamic and support your colleagues in achieving common goals.
