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- Tasks: Support financial advisers with admin tasks and client management.
- Company: Join a respected retirement planning firm in Worsley, Manchester.
- Benefits: Gain valuable experience in finance with a supportive team.
- Why this job: Kickstart your career in finance while helping clients secure their future.
- Qualifications: Strong organisational skills and a willingness to learn about finance.
- Other info: Professional environment with opportunities for growth and development.
The predicted salary is between 36000 - 60000 £ per year.
RETIREMENT PROFESSIONALS LTD is a dedicated retirement planning company specializing in providing expert financial advice. Located in Worsley, Manchester, the team consists of Independent Financial Advisers who focus on helping clients make informed financial decisions for their retirement. With a strong commitment to delivering quality financial solutions, RETIREMENT PROFESSIONALS LTD emphasizes personalized services tailored to each individual’s needs. The company is well-regarded for its professionalism and expertise within the financial services sector.
Role Description
This is a full-time on-site role for a Financial Adviser Support position, based in Walkden. The role involves providing administrative and operational support to financial advisers, including:
- Preparing reports
- Managing client files
- Scheduling appointments
- Ensuring all client documentation is accurate and up to date
The candidate will assist in processing new business submissions, maintaining compliance procedures, and liaising with clients to deliver exceptional service. This is an opportunity to gain valuable financial services experience in a professional setting.
Qualifications:
- Strong organizational and administrative skills, with attention to detail
- Proficiency in client relationship management and excellent communication abilities
- Knowledge of financial products and compliance regulations, or a willingness to learn
- Proficiency in Microsoft Office Suite and other relevant software
- Ability to work collaboratively in a team-oriented environment
- Adaptable to speaking with clients and maintaining a professional demeanor
- Experience within the financial services industry is beneficial
Financial Adviser Support in Walkden employer: RETIREMENT PROFESSIONALS LTD
Contact Detail:
RETIREMENT PROFESSIONALS LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Support in Walkden
✨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 RETIREMENT PROFESSIONALS LTD thoroughly. Understand their values, services, and what makes them stand out in the industry. This will help you tailor your responses and show that you're genuinely interested.
✨Tip Number 3
Practice your communication skills! Since the role involves liaising with clients, being able to articulate your thoughts clearly is key. Try 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, it shows you're serious about joining the team at RETIREMENT PROFESSIONALS LTD.
We think you need these skills to ace Financial Adviser Support in Walkden
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Financial Adviser Support role. Highlight your organisational skills and any relevant experience in financial services. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about retirement planning and how your skills align with our mission at RETIREMENT PROFESSIONALS LTD. Keep it personal and engaging!
Showcase Your Communication Skills: Since this role involves liaising with clients, make sure to demonstrate your excellent communication abilities in your application. We love candidates who can convey complex information clearly and professionally.
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 shows you’re keen on joining our team!
How to prepare for a job interview at RETIREMENT PROFESSIONALS LTD
✨Know Your Financial Stuff
Brush up on your knowledge of financial products and compliance regulations. Even if you’re not an expert, showing a willingness to learn and discussing relevant topics can impress the interviewers.
✨Show Off Your Organisational Skills
Since the role involves a lot of administrative tasks, be ready to share examples of how you've successfully managed multiple tasks or projects in the past. Highlight your attention to detail and how it has benefited your previous work.
✨Practice Your Communication
As you'll be liaising with clients, practice articulating your thoughts clearly and professionally. Consider doing mock interviews with friends or family to refine your communication style and ensure you come across as approachable and knowledgeable.
✨Demonstrate Team Spirit
This role requires collaboration, so be prepared to discuss your experience working in teams. Share specific examples of how you’ve contributed to team success and how you handle conflicts or challenges within a group setting.
