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- Tasks: Support Wealth Planners by managing client inquiries and ensuring data accuracy.
- Company: Leading financial services firm in Glasgow with a strong reputation.
- Benefits: Hybrid working options, competitive salary, health benefits, and career development support.
- Why this job: Join a dynamic team and make a real difference in client delivery.
- Qualifications: At least one year of experience in financial services administration required.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm in Glasgow is seeking a Client Delivery Lead. The role involves supporting Wealth Planners by handling client inquiries, processing applications, and ensuring data accuracy.
Candidates should have at least one year of experience in financial services administration, along with strong communication and organizational skills.
This position offers hybrid working options, competitive salary, and extensive employee benefits including annual leave, health benefits, and career development support.
Client Delivery Lead - Financial Services Admin (Hybrid) in Glasgow 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 Admin (Hybrid) in Glasgow
✨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 common questions for financial services roles and practice your responses. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your experience effectively.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, highlight your strong communication and organisational skills. Share specific examples of how you've handled client inquiries or processed applications in your previous roles.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for the Client Delivery Lead position. Plus, you'll be one step closer to landing that hybrid working opportunity with great benefits!
We think you need these skills to ace Client Delivery Lead - Financial Services Admin (Hybrid) in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills align with the role of Client Delivery Lead, so don’t be shy about showcasing relevant achievements!
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 role and how your communication and organisational skills will benefit our Wealth Planners. Keep it engaging and personal!
Showcase Your Experience: When detailing your past roles, focus on specific examples that demonstrate your ability to handle client inquiries and ensure data accuracy. We love seeing real-life applications of your skills!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the position. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Succession Wealth
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services administration. Understand the key processes involved in supporting Wealth Planners, as well as common client inquiries. This will show that you're not just familiar with the role but genuinely interested in how you can contribute.
✨Showcase Your Communication Skills
Since strong communication is a must for this role, prepare examples of how you've effectively communicated with clients or colleagues in the past. Think about situations where you resolved issues or clarified complex information, and be ready to share these during the interview.
✨Organisational Skills Matter
Demonstrate your organisational skills by discussing how you manage multiple tasks or projects. You could mention tools or methods you use to stay organised, especially when processing applications or handling client inquiries. This will help the interviewer see how you can keep things running smoothly.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, or the specific challenges faced by the Client Delivery Lead. This shows that you're engaged and serious about the position, plus it gives you valuable insights into whether the role is the right fit for you.
