At a Glance
- 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 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 Surrey employer: Saltus Partners LLP
Join a dynamic financial planning firm in Farnham that prioritises employee well-being and professional growth. With a hybrid working model, you can enjoy the flexibility of working from home while still being part of a collaborative office environment three days a week. The company offers a competitive salary, generous holiday allowance, and a supportive culture that fosters career development, making it an excellent choice for those seeking a fulfilling role in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Planning Support Specialist – Financial Services in Surrey
✨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 the inside scoop on a role that’s perfect 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 your turn to shine.
✨Tip Number 3
Show off your personality! When you’re in an interview or networking event, don’t just focus on your qualifications. Let your passion for financial services and client relationships come through – it’ll make you memorable!
✨Tip Number 4
Apply through our website! We’ve got loads of great roles listed, including the Hybrid Planning Support Specialist position. It’s super easy to apply, and you’ll be one step closer to landing that dream job with us.
We think you need these skills to ace Hybrid Planning Support Specialist – Financial Services in Surrey
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in financial services and showcases your strong communication skills. We want to see how you can bring value to our team, so don’t be shy about sharing relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Hybrid Planning Support Specialist role. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Client Service Skills:Since client service is key in this role, include examples of how you've provided top-notch support in previous positions. We’re looking for candidates who can build relationships and make clients feel valued.
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 this exciting opportunity. Don’t miss out!
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 the company is the right fit for you.
