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- Tasks: Provide essential admin support to financial advisers and manage client documentation.
- Company: Dedicated retirement planning company with a focus on client success.
- Benefits: Gain valuable experience in finance, with potential for career growth.
- Why this job: Kickstart your career in finance while supporting advisers and clients.
- Qualifications: Strong organisational skills, excellent communication, and knowledge of financial products.
- Other info: On-site role in Walkden with a supportive team environment.
The predicted salary is between 30000 - 42000 £ per year.
A dedicated retirement planning company is looking for a full-time Financial Adviser Support in Walkden. This role is crucial for providing administrative support to financial advisers, managing client documentation, and assisting with compliance.
Ideal candidates should possess:
- Strong organizational skills
- Excellent communication abilities
- Knowledge of financial products
This position presents a valuable opportunity for gaining experience in the financial services sector.
Financial Adviser Support Specialist – On-Site 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 Specialist – On-Site Walkden
✨Tip Number 1
Network like a pro! Reach out to financial advisers and professionals in the industry through LinkedIn or local events. Building connections can lead to job opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show genuine interest in their mission, especially in retirement planning. Tailor your answers to reflect how your skills align with their needs.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your organisational skills and knowledge of financial products clearly.
✨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 Adviser Support Specialist – On-Site Walkden
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your organisational skills and any relevant experience in financial services. We want to see how you can support our advisers, so don’t be shy about showcasing your strengths!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the Financial Adviser Support role and how your skills align with what we’re looking for. Keep it friendly and professional.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure to demonstrate your excellent communication abilities in your application. Whether it’s through your writing style or examples from past experiences, let us know you can connect with clients effectively.
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 RETIREMENT PROFESSIONALS LTD
✨Know Your Financial Products
Before the interview, brush up on your knowledge of various financial products. Being able to discuss them confidently will show that you’re serious about the role and understand the industry.
✨Showcase Your Organisational Skills
Prepare examples from your past experiences where you demonstrated strong organisational skills. Whether it’s managing client documentation or keeping track of compliance, having specific instances ready will impress the interviewers.
✨Practice Your Communication Skills
Since this role involves a lot of communication with advisers and clients, practice articulating your thoughts clearly. You might even want to do a mock interview with a friend to get comfortable with speaking about your experiences.
✨Research the Company
Take some time to learn about the retirement planning company you’re interviewing with. Understanding their values and services will help you tailor your answers and demonstrate your genuine interest in the position.
