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- Tasks: Support Chartered Financial Planners by managing client correspondence and arranging annual reviews.
- Company: Reputable financial advisory firm in Harrogate with a focus on client success.
- Benefits: Opportunity to work with high-net-worth clients and a dedicated team.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Minimum 3 years’ experience in financial services and strong communication skills.
- Other info: Join a supportive team committed to achieving client financial goals.
The predicted salary is between 36000 - 60000 £ per year.
A financial advisory firm in Harrogate is seeking a Client Manager to support Chartered Financial Planners. The role involves arranging annual reviews, managing client correspondence, and ensuring compliance with financial regulations.
Ideal candidates will have:
- a minimum of 3 years’ experience,
- familiarity with financial products,
- strong communication skills.
This position offers a chance to work with high-net-worth clients and be part of a dedicated team focused on achieving client financial goals.
Client Success Manager - Wealth & Financial Planning in Harrogate employer: Schofield Money Ltd
Contact Detail:
Schofield Money Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Success Manager - Wealth & Financial Planning in Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for a Client Success Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial products and regulations. We recommend doing some mock interviews with friends or using online resources to get comfortable discussing your experience and how it aligns with the role.
✨Tip Number 3
Showcase your communication skills! During interviews, be sure to highlight examples of how you've successfully managed client relationships in the past. This is key for a role that involves working with high-net-worth clients.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles like the Client Success Manager position. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Client Success Manager - Wealth & Financial Planning in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client management and financial planning. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting Chartered Financial Planners and how you can contribute to our team. Keep it engaging and personal!
Showcase 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 or errors before hitting send!
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 the role. Plus, it’s super easy to do!
How to prepare for a job interview at Schofield Money Ltd
✨Know Your Financial Products
Make sure you brush up on your knowledge of various financial products. Being able to discuss them confidently will show that you’re well-prepared and understand the industry, which is crucial for a Client Success Manager.
✨Demonstrate Strong Communication Skills
Since this role involves managing client correspondence, practice articulating your thoughts clearly and concisely. Consider role-playing with a friend to simulate potential interview questions and responses.
✨Familiarise Yourself with Compliance Regulations
Understanding compliance is key in this position. Research the latest financial regulations relevant to the role and be ready to discuss how you’ve ensured compliance in your previous roles.
✨Showcase Your Experience with High-Net-Worth Clients
If you have experience working with high-net-worth clients, prepare specific examples to share during the interview. Highlight how you’ve helped clients achieve their financial goals and the strategies you employed.
