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- Tasks: Support Financial Planners and ensure compliance with regulations while interacting with clients.
- Company: Dynamic financial services firm in Guildford with a collaborative culture.
- Benefits: Professional development opportunities and a supportive work environment.
- Why this job: Join a team that values your input and helps you grow in the finance sector.
- Qualifications: Customer service experience and strong communication skills are essential.
- Other info: Inclusive workplace focused on teamwork and meticulous attention to detail.
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. This role involves supporting Financial Planners with client interactions, maintaining accurate records, and ensuring compliance with Anti-Money Laundering regulations. The environment is collaborative and inclusive, prioritising professional development.
Responsibilities
- Support Financial Planners with client interactions
- Maintain accurate records
- Ensure compliance with Anti-Money Laundering regulations
Qualifications
- Customer service experience
- Strong communication skills
- Meticulous attention to detail
Financial Planning Support Specialist 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 Support Specialist in Guildford
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those working in planning roles. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their Financial Planning team.
✨Tip Number 3
Practice your communication skills! Since this role involves client interactions, being able to articulate your thoughts clearly is key. Consider mock interviews with friends or family to boost your confidence.
✨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 Financial Planning Support Specialist in Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your customer service experience and strong communication skills. We want to see how your background aligns with the Financial Planning Support Specialist role, 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 excited about joining our Financial Planning team and how you can contribute to maintaining accurate records and ensuring compliance. Keep it friendly and professional!
Showcase Attention to Detail: In this role, meticulous attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on!
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’re considered for the role. Plus, it shows you’re keen to join our collaborative and inclusive environment!
How to prepare for a job interview at Raymond James UK
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning and Anti-Money Laundering regulations. 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 excelled in customer service. Think about how you handled difficult situations or went above and beyond for clients, as this will resonate well with the interviewers.
✨Attention to Detail is Key
Since this role requires meticulous record-keeping, be ready to demonstrate your attention to detail. You could mention specific tools or methods you use to stay organised and ensure accuracy in your work.
✨Emphasise Teamwork and Collaboration
This position is part of a collaborative environment, so highlight your ability to work well in teams. Share instances where you successfully collaborated with others to achieve a common goal, showcasing your interpersonal skills.
