Wealth Planning Support Specialist — Trainee (Hybrid) in Eastbourne
Wealth Planning Support Specialist — Trainee (Hybrid)

Wealth Planning Support Specialist — Trainee (Hybrid) in Eastbourne

Eastbourne Trainee 1500 - 2100 £ / month (est.) Home office (partial)
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At a Glance

  • Tasks: Support the financial planning team with client onboarding and data management.
  • Company: Prestigious Wealth Management company in Eastbourne with a supportive culture.
  • Benefits: Generous benefits package, including 28 days of holiday and hybrid working options.
  • Why this job: Kickstart your career in finance while gaining valuable experience in a dynamic environment.
  • Qualifications: Strong organisational skills, attention to detail, and basic understanding of financial services.
  • Other info: Great opportunity for career growth in a respected industry.

The predicted salary is between 1500 - 2100 £ per month.

A prestigious Wealth Management company in Eastbourne is seeking a Trainee Financial Planning Administrator. This role involves providing essential administrative support to the financial planning team, including client onboarding and data management.

Ideal candidates will have strong organizational skills, attention to detail, and a good understanding of the financial services sector.

The company offers a generous benefits package, including 28 days of holiday and hybrid working opportunities.

Wealth Planning Support Specialist — Trainee (Hybrid) in Eastbourne employer: Sarafin Partners

Join a prestigious Wealth Management company in Eastbourne, where you will be part of a supportive and dynamic team dedicated to excellence in financial planning. With a generous benefits package that includes 28 days of holiday and the flexibility of hybrid working, this role offers not only a chance to develop your skills but also a pathway for career growth in the financial services sector. Experience a work culture that values attention to detail and organisational prowess, making it an ideal environment for aspiring professionals.
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Contact Detail:

Sarafin Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Planning Support Specialist — Trainee (Hybrid) in Eastbourne

Tip Number 1

Network like a pro! Reach out to people in the financial services sector, especially those working in wealth management. A friendly chat can lead to insider info about job openings or even a referral.

Tip Number 2

Prepare for interviews by researching the company and its values. Show us that you’re not just another candidate; demonstrate your passion for wealth planning and how you can contribute to the team.

Tip Number 3

Practice your responses to common interview questions. We all know they can be tricky, so rehearse your answers to showcase your organisational skills and attention to detail.

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 with us directly.

We think you need these skills to ace Wealth Planning Support Specialist — Trainee (Hybrid) in Eastbourne

Organizational Skills
Attention to Detail
Data Management
Client Onboarding
Understanding of Financial Services
Administrative Support
Communication Skills
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Wealth Planning Support Specialist role. Highlight any relevant administrative experience and your understanding of the financial services sector to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how your organisational skills and attention to detail make you a perfect fit for our team.

Showcase Your Skills: In your application, don’t just list your skills—show us how you've used them in real situations. Whether it's managing data or supporting a team, give us examples that demonstrate your capabilities.

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 hybrid working environment!

How to prepare for a job interview at Sarafin Partners

Know Your Financial Basics

Brush up on your understanding of financial services and wealth management. Familiarise yourself with key terms and concepts that are relevant to the role, as this will show your enthusiasm and readiness to learn.

Showcase Your Organisational Skills

Prepare examples from your past experiences where you demonstrated strong organisational skills. Whether it’s managing multiple tasks or keeping track of important details, be ready to discuss how you can bring these skills to the team.

Ask Insightful Questions

Prepare thoughtful questions about the company and the role. This not only shows your interest but also helps you gauge if the company culture and values align with yours. Think about asking about their approach to client onboarding or how they support trainee development.

Dress for Success, Even Hybrid

Even if the interview is hybrid, make sure to dress professionally. It sets a positive tone and shows that you take the opportunity seriously. A smart appearance can make a great first impression, whether you're in person or on a video call.

Wealth Planning Support Specialist — Trainee (Hybrid) in Eastbourne
Sarafin Partners
Location: Eastbourne
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  • Wealth Planning Support Specialist — Trainee (Hybrid) in Eastbourne

    Eastbourne
    Trainee
    1500 - 2100 £ / month (est.)
  • S

    Sarafin Partners

    50-100
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