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- Tasks: Support Wealth Planners and ensure seamless service delivery for clients.
- Company: Leading financial services firm with a dynamic team in Salisbury.
- Benefits: Hybrid working, competitive benefits, generous leave, and pension schemes.
- Why this job: Join a motivated team and make a real difference in client service.
- Qualifications: Experience in financial services administration and excellent communication skills.
- Other info: Opportunity to grow in a supportive and collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm in Salisbury is looking for a motivated Client Delivery Lead to join their dynamic team. This role involves supporting Wealth Planners by handling administrative tasks, liaising with clients, and ensuring seamless service delivery.
The ideal candidate should have experience in financial services administration, excellent communication skills, and proficiency in tools like XPLAN.
This position offers hybrid working conditions along with competitive benefits including generous leave and pension schemes.
Client Delivery Lead - Wealth & Admin (Hybrid) in Salisbury employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Delivery Lead - Wealth & Admin (Hybrid) in Salisbury
✨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 openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client delivery and administration. We recommend using the STAR method to structure your answers, showcasing your experience and skills effectively.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, shoot a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to showcase your skills and experience directly to the hiring team, so don’t miss out on that opportunity.
We think you need these skills to ace Client Delivery Lead - Wealth & Admin (Hybrid) in Salisbury
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 relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting Wealth Planners and how your communication skills can enhance client relationships. Let us know what makes you the perfect fit for our team.
Showcase Your Tool Proficiency: If you’ve got experience with tools like XPLAN, make sure to mention it! We love seeing candidates who are tech-savvy and can hit the ground running. Highlight any specific projects where you’ve used these tools 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’s super easy – just follow the prompts and submit your details!
How to prepare for a job interview at Successionwealth
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services administration. Understand the key concepts and terminology that Wealth Planners use, as this will show your interviewer that you're not just familiar with the role but also passionate about it.
✨Master XPLAN
Since proficiency in tools like XPLAN is crucial for this role, take some time to get comfortable with the software. If possible, try to demonstrate your experience with it during the interview by discussing specific tasks you've accomplished using XPLAN.
✨Showcase Your Communication Skills
As a Client Delivery Lead, you'll be liaising with clients regularly. Prepare examples of how you've effectively communicated with clients in the past, whether it's resolving issues or providing updates. This will highlight your ability to maintain strong client relationships.
✨Prepare for Hybrid Working Questions
With hybrid working being part of the role, think about how you manage your time and productivity in a flexible work environment. Be ready to discuss your strategies for staying organised and ensuring seamless service delivery, even when working remotely.
