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- Tasks: Provide top-notch client service and support onboarding in a dynamic financial planning team.
- Company: A friendly financial planning firm in Bath with a supportive culture.
- Benefits: Salary of £28,000-£32,000, hybrid work, 25 days holiday, life assurance, and pension.
- Why this job: Join a fun workplace where you can build relationships and grow your career.
- Qualifications: Exceptional communication skills and a focus on delivering results.
- Other info: Be part of a collaborative team that values your contributions.
The predicted salary is between 28000 - 32000 £ per year.
A financial planning firm in Bath seeks a planning support administrator to join their team. The ideal candidate will possess exceptional communication skills and a delivery-focused mindset in a financial planning environment.
Responsibilities include:
- Providing excellent client service
- Onboarding clients
- Fostering effective relationships with team members
The position offers a salary between £28,000-£32,000, hybrid working arrangements, and benefits including 25 days' holiday, life assurance, and pension. If you want to be part of a supportive and fun workplace, we’d love to hear from you.
Client Onboarding & Planning Support (Hybrid) in Bath employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding & Planning Support (Hybrid) in Bath
✨Tip Number 1
Network like a pro! Reach out to current or former employees of the firm on LinkedIn. A friendly chat can give us insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by practising common questions related to client service and onboarding. We want to show that we’re not just about skills, but also about building relationships.
✨Tip Number 3
Dress the part! Even if it’s a hybrid role, looking sharp for the interview (even if it’s virtual) shows we mean business and are ready to represent the firm well.
✨Tip Number 4
Follow up after the interview with a thank-you email. It’s a simple way to remind them of our enthusiasm for the role and keep us top of mind!
We think you need these skills to ace Client Onboarding & Planning Support (Hybrid) in Bath
Some tips for your application 🫡
Show Off Your Communication Skills: Since exceptional communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t shy away from showcasing any relevant experience you have in client service or financial planning.
Tailor Your Application: We want to see how you fit into our team! Take the time to tailor your CV and cover letter to highlight your delivery-focused mindset and any specific experiences that align with the responsibilities mentioned in the job description.
Be Personable: This isn’t just about skills; we’re looking for someone who can foster effective relationships. Let your personality shine through in your application. A friendly tone can go a long way in making a great first impression!
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 this exciting opportunity in our supportive and fun workplace!
How to prepare for a job interview at Saltus
✨Know Your Stuff
Before the interview, make sure you understand the financial planning industry and the specific services the firm offers. Brush up on key terms and concepts so you can speak confidently about how you can contribute to their client onboarding process.
✨Showcase Your Communication Skills
Since exceptional communication is a must for this role, prepare examples of how you've effectively communicated with clients or team members in the past. Think about situations where you resolved issues or built strong relationships, as these will highlight your delivery-focused mindset.
✨Demonstrate Team Spirit
This position requires fostering effective relationships with team members. Be ready to discuss how you’ve collaborated in previous roles. Share stories that illustrate your ability to work well in a team and support others, as this will resonate with the firm's supportive culture.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, and client onboarding processes. This shows your genuine interest in the role and helps you assess if it’s the right fit for you. Plus, it gives you a chance to engage with the interviewers and leave a lasting impression.
