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- Tasks: Manage client correspondence and prepare review packs while ensuring compliance.
- Company: Leading financial planning business with a supportive work culture.
- Benefits: Competitive benefits and opportunities for career progression.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: Strong communication skills and attention to detail required.
- Other info: Potential to progress to Trainee Paraplanner roles.
The predicted salary is between 28800 - 43200 £ per year.
A leading financial planning business is looking for experienced Administrators to manage client correspondence, process new business, and prepare client review packs. The role includes arranging client meetings and ensuring compliance in all administrative tasks. The ideal candidate will have strong communication skills and a commitment to maintaining accurate client records. Competitive benefits and a supportive work environment are offered, with potential progression to roles such as Trainee Paraplanner.
Wealth Planning Admin: Client Diary & Review Pack Lead in Haywards Heath employer: Recruit Wealth
Contact Detail:
Recruit Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Admin: Client Diary & Review Pack Lead in Haywards Heath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector. Let them know you're on the lookout for opportunities, and who knows? They might just point you towards that perfect role.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially around client management and compliance. Show them you’re not just another candidate but someone who truly understands their mission.
✨Tip Number 3
Practice your communication skills! Since strong communication is key for this role, consider doing mock interviews with friends or family. Get comfortable discussing your experience and how it relates to managing client correspondence.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Wealth Planning Admin role. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Wealth Planning Admin: Client Diary & Review Pack Lead in Haywards Heath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing client correspondence and processing new business. We want to see how your skills align with the role of Wealth Planning Admin, so don’t be shy about showcasing your relevant experience!
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 strong communication skills will help us maintain accurate client records. Keep it engaging and personal!
Showcase Your Organisational Skills: Since the role involves arranging client meetings and preparing review packs, make sure to highlight any previous experience that demonstrates your organisational prowess. We love candidates who can keep things running smoothly!
Apply Through Our Website: We encourage you to apply directly through our website for a seamless application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this opportunity!
How to prepare for a job interview at Recruit Wealth
✨Know Your Stuff
Before the interview, make sure you understand the ins and outs of wealth planning administration. Brush up on client correspondence processes, compliance requirements, and how to prepare review packs. This knowledge will show your potential employer that you're serious about the role.
✨Showcase Your Communication Skills
Since strong communication is key for this position, be ready to demonstrate your skills. Prepare examples of how you've effectively communicated with clients or colleagues in the past. This could be through managing client meetings or resolving issues—anything that highlights your ability to convey information clearly.
✨Be Organised
As an Administrator, organisation is crucial. Bring a notebook or digital device to jot down important points during the interview. You might also want to discuss how you manage your time and tasks efficiently, as this will resonate well with the interviewers looking for someone who can handle multiple responsibilities.
✨Express Your Career Aspirations
Let them know you're interested in progression, like moving towards a Trainee Paraplanner role. Share your long-term goals and how this position fits into your career path. This shows that you're not just looking for any job, but that you're genuinely invested in growing with their company.
