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For Companies At a Glance
- Tasks: Lead and manage Advice Support Functions to ensure top-notch client service.
- Company: Dynamic financial services company based in Borehamwood.
- Benefits: Competitive salary, professional growth opportunities, and a supportive work environment.
- Why this job: Join a leadership role that makes a real difference in client services.
- Qualifications: 3-5 years in paraplanning or client services with strong operational skills.
- Other info: Great opportunity for career advancement in a thriving industry.
The predicted salary is between 36000 - 60000 £ per year.
A financial services company is seeking an experienced Advice Delivery Manager to join their Borehamwood office. This key leadership role involves overseeing Advice Support Functions, managing workflow, and ensuring the highest level of service for clients.
Candidates should have at least 3-5 years in paraplanning or client services, with strong operational oversight and an understanding of FCA regulations.
This position offers a competitive salary and various benefits, allowing for professional growth in a supportive environment.
Advice Delivery Lead — Paraplanning & Support Ops in Borehamwood employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Delivery Lead — Paraplanning & Support Ops in Borehamwood
✨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 values, especially around client service and FCA regulations. We want you to shine when discussing how your experience in paraplanning can elevate their Advice Support Functions.
✨Tip Number 3
Showcase your leadership skills! Be ready to share examples of how you've managed workflows and improved service levels in previous roles. This is your chance to demonstrate that you’re the Advice Delivery Lead they’ve been searching for.
✨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 Advice Delivery Lead — Paraplanning & Support Ops in Borehamwood
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and client services. We want to see how your skills align with the role, so don’t be shy about showcasing your operational oversight and understanding of FCA regulations.
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 Advice Delivery Lead role. Share specific examples from your past that demonstrate your leadership skills and commitment to client service.
Showcase Your Achievements: When detailing your work history, focus on your achievements rather than just duties. We love to see quantifiable results, so if you’ve improved processes or enhanced client satisfaction, let us know!
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. Plus, it’s super easy!
How to prepare for a job interview at Saltus
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and the specifics of paraplanning. Being able to discuss these topics confidently will show that you’re not just familiar with the role, but that you’re genuinely passionate about it.
✨Showcase Your Leadership Skills
As this role involves overseeing Advice Support Functions, be prepared to share examples of how you've successfully managed teams or projects in the past. Highlight your ability to motivate others and ensure high service levels for clients.
✨Understand the Company Culture
Research the financial services company’s values and culture. Tailor your responses to reflect how your personal values align with theirs. This will demonstrate that you’re not only a fit for the role but also for the team.
✨Prepare Thoughtful Questions
At the end of the interview, you’ll likely have the chance to ask questions. Prepare insightful ones that show your interest in the role and the company, such as inquiries about their approach to client service or how they support professional growth.
