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- Tasks: Provide exceptional client service and support financial planning processes.
- Company: Dynamic financial planning firm in Farnham with a hybrid working model.
- Benefits: Salary between £28,000-£33,000, 25 days holiday, and pension scheme.
- Other info: Opportunity for professional growth in a supportive team environment.
- Why this job: Join a rewarding role that helps clients achieve their financial goals.
- Qualifications: Strong communication skills and experience in financial services required.
The predicted salary is between 28000 - 33000 £ per year.
A financial planning firm in Farnham is seeking a planning support administrator. This full-time role offers hybrid working, with 3 days in the office.
Responsibilities include:
- Providing top-notch client service
- Onboarding new clients
- Building relationships
The ideal candidate has:
- Strong communication skills
- Experience in financial services
- CII or RO part qualified
The salary ranges from £28,000 to £33,000, complemented by a robust benefits package including 25 days holiday and pension, making it a rewarding opportunity.
Hybrid Planning Support Specialist – Financial Services in Farnham employer: Saltus Partners LLP
Contact Detail:
Saltus Partners LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Planning Support Specialist – Financial Services in Farnham
✨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 hunt for a role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your skills align with their needs. Practising common interview questions can help you feel more confident when it’s time to shine.
✨Tip Number 3
Showcase your communication skills! Whether it's during an interview or a casual chat, make sure to express your thoughts clearly and confidently. This is especially important in a client-facing role like the one you're aiming for.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that perfect job, and applying directly can sometimes give you an edge over other candidates. Let’s get you started on this exciting journey!
We think you need these skills to ace Hybrid Planning Support Specialist – Financial Services in Farnham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and any relevant qualifications like CII or RO. We want to see how your skills match the role, 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 excited about the Hybrid Planning Support Specialist role and how you can contribute to our team. Keep it friendly and professional – we love a personal touch!
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos. We appreciate attention to detail!
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, you’ll get to explore more about what we do!
How to prepare for a job interview at Saltus Partners LLP
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge. Understand the basics of financial planning and be ready to discuss any relevant qualifications, like your CII or RO part qualification. This will show that you're serious about the role and can hit the ground running.
✨Client Service is Key
Since this role involves providing top-notch client service, think of examples from your past experiences where you've excelled in this area. Be prepared to share how you’ve built relationships with clients and handled any challenges that arose.
✨Hybrid Working Mindset
With the hybrid working model, it’s important to demonstrate your ability to work independently as well as collaboratively. Share your strategies for staying organised and productive while working remotely, and how you plan to maintain strong communication with the team in the office.
✨Ask Smart Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about the company culture, the team you'll be working with, or how success is measured in this role. It shows your interest and helps you determine if it's the right fit for you.