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- Tasks: Support Wealth Planners by processing applications and coordinating client services.
- Company: Leading financial services provider with a focus on client excellence.
- Benefits: Competitive salary, hybrid working model, and a range of benefits.
- Why this job: Join a dynamic team and enhance your skills in a thriving financial environment.
- Qualifications: Experience in financial administration and strong organisational skills.
- Other info: 12-month fixed-term role with opportunities for career growth.
The predicted salary is between 28800 - 43200 £ per year.
A leading financial services provider is seeking a Client Delivery Lead to support Wealth Planners. This 12-month fixed-term role offers a hybrid working model with an emphasis on delivering excellent client service.
Responsibilities include:
- Processing applications
- Coordinating diaries
- Maintaining client databases
Ideal candidates will have prior experience in financial administration and strong organizational skills. Competitive salary and a range of benefits are offered.
Client Delivery Lead, Financial Services — Hybrid in Edinburgh employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Delivery Lead, Financial Services — Hybrid in Edinburgh
✨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 hunt for a Client Delivery Lead 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! Research the company and its values, especially around client service. We want to show that you’re not just a fit for the role but also for their culture. Practice common interview questions and think about how your experience in financial administration aligns with what they need.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've successfully managed client databases or coordinated diaries in previous roles. This will help demonstrate that you’ve got what it takes to excel as a Client Delivery Lead.
✨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 are proactive and engaged with our platform. Let’s get you that dream job!
We think you need these skills to ace Client Delivery Lead, Financial Services — Hybrid in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial administration and showcases your organisational skills. We want to see how your background aligns with the role of Client Delivery Lead, so don’t be shy about making those connections clear!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about delivering excellent client service and how you can support Wealth Planners. We love seeing genuine enthusiasm, so let your personality come through.
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since this role involves coordinating diaries and processing applications. Make it easy for us to see your strengths!
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 – just follow the prompts and you’ll be all set!
How to prepare for a job interview at Succession Wealth
✨Know Your Financial Services
Make sure you brush up on your knowledge of the financial services sector, especially around wealth planning. Familiarise yourself with common processes and terminology, as this will show your interviewer that you're not just interested in the role but also understand the industry.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritised your workload and maintained accuracy in client databases.
✨Demonstrate Client Service Excellence
Think of specific instances where you've gone above and beyond for a client. Highlight your approach to delivering excellent service, especially in challenging situations. This will resonate well with the interviewers who are looking for someone to support their Wealth Planners effectively.
✨Prepare Questions About the Role
Interviews are a two-way street, so come prepared with thoughtful questions about the role and the company. Ask about the team dynamics, the tools they use for client management, or how success is measured in this position. This shows your genuine interest and helps you assess if it's the right fit for you.
