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For Companies At a Glance
- Tasks: Support Wealth Planners and deliver excellent client service through admin tasks.
- Company: Leading financial services provider with a strong reputation.
- Benefits: Competitive salary, hybrid work model, and comprehensive benefits package.
- Why this job: Join a dynamic team and enhance your skills in the financial services sector.
- Qualifications: 1 year of experience in financial services admin and strong communication skills.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 30000 - 42000 £ per year.
A leading financial services provider is seeking a Client Delivery Lead (Financial Services Administrator) in Edinburgh on a 12-month fixed-term contract. The role involves supporting Wealth Planners and ensuring excellent client service through administrative tasks such as processing applications and coordinating meetings.
Candidates should have:
- A year of experience in a financial services administration role
- Strong organizational and communication skills
- Proficiency in Microsoft Office
This hybrid role offers a competitive salary and a range of benefits.
Hybrid Wealth Admin: Client Delivery Lead (12m FTC) employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Wealth Admin: Client Delivery Lead (12m FTC)
✨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 admin roles and practice your answers. We recommend using the STAR method to structure your responses, showcasing your experience and skills effectively.
✨Tip Number 3
Show off your organisational skills! When you get the chance to meet with potential employers, bring along examples of how you've successfully managed tasks in previous roles. This will demonstrate your ability to support Wealth Planners and ensure excellent client service.
✨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, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Hybrid Wealth Admin: Client Delivery Lead (12m FTC)
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 your organisational and communication prowess!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this hybrid role. We love seeing enthusiasm, so let us know what excites you about working with Wealth Planners and delivering excellent client service.
Showcase Your Microsoft Office Skills: Since proficiency in Microsoft Office is key for this role, make sure to mention any relevant experience you have. Whether it's Excel spreadsheets or PowerPoint presentations, we want to know how you can use these tools to support our team!
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 don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Successionwealth
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services and the specific role of a Client Delivery Lead. Understand the key responsibilities, such as supporting Wealth Planners and processing applications, so you can speak confidently about how your experience aligns with these tasks.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experience where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritised your workload and ensured excellent client service.
✨Communicate Clearly and Confidently
Effective communication is crucial in this role. Practice articulating your thoughts clearly and concisely. You might want to rehearse common interview questions with a friend or in front of a mirror to boost your confidence.
✨Familiarise Yourself with Microsoft Office
As proficiency in Microsoft Office is a requirement, make sure you're comfortable using tools like Excel, Word, and PowerPoint. Consider preparing a few examples of how you've used these tools in previous roles to enhance your administrative efficiency.
