At a Glance
- Tasks: Provide top-notch support and build relationships with financial planners and wealth managers.
- Company: Join Seven Investment Management, a leading firm in the financial services sector.
- Benefits: Enjoy a competitive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Make a real difference by delivering exceptional service to clients in the finance industry.
- Qualifications: Knowledge of the UK platform market and strong communication skills are essential.
The predicted salary is between 40000 - 50000 £ per year.
Seven Investment Management in Greater London seeks a dedicated professional to provide front-line telephone servicing and support for their clients. You will develop strong relationships with financial planners and wealth managers, delivering outstanding service and addressing any queries they have regarding the 7IM platform.
The ideal candidate will possess relevant knowledge of the UK platform market and exhibit strong telephone and interpersonal skills. A flexible attitude and commitment to service excellence are essential for this role.
Platform Support & Intermediary Relations Lead employer: Seven Investment Management
Seven Investment Management is an exceptional employer located in the vibrant Greater London area, offering a dynamic work culture that prioritises employee development and service excellence. With a strong focus on building relationships within the financial sector, employees benefit from comprehensive training opportunities and a supportive environment that encourages professional growth. Join us to be part of a team that values your contributions and fosters a commitment to outstanding client service.
Contact Details:
Seven Investment Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Platform Support & Intermediary Relations Lead
✨Tip Number 1
Network like a pro! Reach out to financial planners and wealth managers on LinkedIn. A friendly message can go a long way in building those crucial relationships before you even step into an interview.
✨Tip Number 2
Practice your telephone skills! Since this role is all about front-line servicing, grab a friend and do some mock calls. Get comfortable addressing queries and showcasing your knowledge of the UK platform market.
✨Tip Number 3
Show off your flexibility! In interviews, share examples of how you've adapted to challenges in previous roles. This will highlight your commitment to service excellence and make you stand out.
✨Tip Number 4
Don't forget to apply through our website! We want to see your application come through directly, so make sure you take that extra step. It shows you're serious about joining our team!
We think you need these skills to ace Platform Support & Intermediary Relations Lead
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in client servicing and your knowledge of the UK platform market. We want to see how your skills align with what we're looking for, 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 providing outstanding service and how you can build strong relationships with financial planners and wealth managers. Let us know what makes you the perfect fit for our team.
Show Off Your Communication Skills:Since this role involves a lot of telephone interaction, make sure your written application reflects your strong communication skills. Keep it clear, concise, and professional – we want to see that you can convey information effectively!
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 shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Seven Investment Management
✨Know Your Platform Inside Out
Before the interview, make sure you have a solid understanding of the 7IM platform and the UK platform market. Familiarise yourself with its features, benefits, and any recent updates. This knowledge will help you answer questions confidently and demonstrate your genuine interest in the role.
✨Practice Your Telephone Skills
Since this role involves front-line telephone servicing, practice your telephone etiquette. Conduct mock calls with friends or family to refine your communication skills. Focus on being clear, concise, and friendly, as this will reflect your ability to build strong relationships with clients.
✨Showcase Your Service Excellence Mindset
Prepare examples from your past experiences where you went above and beyond for clients. Highlight situations where you resolved issues effectively or improved client satisfaction. This will illustrate your commitment to service excellence, which is crucial for this position.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess how you would handle specific client queries or challenges. Think about potential situations you might face in the role and prepare your responses. This will show that you can think on your feet and are ready to tackle real-world problems.
