At a Glance
- Tasks: Support top Wealth Planners and ensure clients receive premium service.
- Company: Leading Wealth Management firm with a focus on excellence.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Dynamic role with strong emphasis on relationship building and communication.
- Why this job: Be a key player in enhancing client experiences and supporting industry leaders.
- Qualifications: 3 years in Financial Services, NVQ level 3 or relevant qualification required.
The predicted salary is between 36000 - 60000 € per year.
Hybrid working - home working blended with office working from our Oxford office base.
This is a fantastic opportunity to play a key role in the success of some of the Wealth Management sector's leading Advice professionals at the very top of their game. The purpose of this role is to provide a more intensive level of support to our highest performing Planners, enabling them to further bolster their commercial success.
The role will entail supporting 1 or 2 Wealth Planners, working with them effectively and intuitively to ensure all their clients receive a premium service. This may involve accompanying your assigned Planners on client visits, taking detailed notes and providing actions as well as ensuring client records are completely up to date and accurate.
You will also act as a conduit with your Client Delivery and Paraplanning colleagues, prioritising tasks and liaising on your Planner's behalf to ensure required work is carried out promptly, processes run smoothly and any issues or hold-ups are quickly resolved.
Alongside this you will also deliver a highly efficient executive service to your Planners, which alongside day-to-day administrative support will also include diary management; arranging and preparing for client meetings; coordinating and ensuring the smooth running of other meetings and events; taking a highly proactive approach in developing strong relationships with clients, drawing on your emotional intelligence and business knowledge to respond to clients in the most appropriate way.
To be successful in the role you will need:
- 3 years Financial Services administration experience.
- NVQ level 3 / Diploma in Business Administration or other relevant qualification.
- Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services.
- Level 4 qualified or studying toward completion.
- Excellent IT skills and a good working knowledge of Connect and XPlan.
- Highly organised and able to prioritise and meet deadlines whilst under pressure.
- Professional and confident with first class communication skills.
We do not accept unsolicited CV submissions from agencies, any such will be accepted as a direct application from the candidate.
Client Delivery Executive in Oxford employer: Succession Wealth
As a Client Delivery Executive at our Oxford office, you will thrive in a dynamic and supportive work culture that prioritises employee growth and development. We offer hybrid working arrangements, allowing for a blend of home and office work, alongside opportunities to engage directly with top Wealth Planners, enhancing your professional skills while contributing to exceptional client service. Our commitment to excellence and collaboration ensures that you will be part of a team that values your contributions and fosters a rewarding career path.
StudySmarter Expert Advice🤫
We think this is how you could land Client Delivery Executive in Oxford
✨Tip Number 1
Network like a pro! Reach out to your connections in the Wealth Management sector and let them know you're interested in the Client Delivery Executive role. A personal recommendation can go a long way in getting your foot in the door.
✨Tip Number 2
Prepare for the interview by researching the company and its values. Understand what makes their Planners successful and think about how you can contribute to that success. We want to see your passion for the role!
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've managed multiple tasks or projects effectively. This will demonstrate that you can handle the fast-paced environment of supporting top-performing Planners.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and contributing to our success.
We think you need these skills to ace Client Delivery Executive in Oxford
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your application to highlight your relevant experience in Financial Services administration. We want to see how your skills align with the role of Client Delivery Executive, so don’t hold back on showcasing your achievements!
Show Off Your Communication Skills:Since this role requires first-class communication, be sure to demonstrate this in your written application. Use clear and concise language, and don’t forget to proofread for any typos or errors – we love attention to detail!
Highlight Your Organisational Skills:Being highly organised is key for this position. In your application, share examples of how you’ve successfully managed multiple tasks or projects. We want to know how you prioritise and meet deadlines under pressure!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for this fantastic opportunity. Don’t miss out!
How to prepare for a job interview at Succession Wealth
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of the Wealth Management sector and the specific services offered. Familiarise yourself with the latest trends and regulations in Financial Services, as this will show your potential employer that you're serious about the role and understand the industry.
✨Showcase Your Organisational Skills
Since the role requires excellent organisational abilities, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritised your workload and ensured everything ran smoothly, especially under pressure.
✨Demonstrate Emotional Intelligence
This position involves building strong relationships with clients, so think about times when you've used your emotional intelligence to navigate tricky situations. Prepare to share specific examples of how you've effectively communicated and responded to client needs in a professional manner.
✨Practice Your Communication Skills
As communication is key in this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or family member, focusing on how you present your ideas and respond to questions. This will help you feel more at ease during the actual interview.
