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- Tasks: Provide specialised admin support and maintain strong client relationships.
- Company: Leading financial services firm in Worthing with a focus on client satisfaction.
- Benefits: Hybrid work model, opportunities for professional growth, and supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Minimum 2 years' experience in financial services and excellent communication skills.
- Other info: Enjoy a collaborative atmosphere with opportunities for personal and professional development.
The predicted salary is between 28800 - 48000 £ per year.
A leading financial services firm in Worthing is seeking Financial Planning Administrators to provide specialised administration support and maintain client relationships. This hybrid role involves managing client documentation, addressing queries, and collaborating with financial professionals.
Candidates should have a minimum of 2 years' experience in financial services, possess strong client communication skills, and enjoy working both autonomously and in teams. Opportunities for professional growth and development are included.
Wealth Planning Admin: Client Exec Support in Worthing employer: The Progeny Group Limited
Contact Detail:
The Progeny Group Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Admin: Client Exec Support in Worthing
✨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 lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your client communication skills. Think about how you can showcase your experience in managing client documentation and addressing queries effectively. Practice makes perfect!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your career goals. Check out our website for roles that match your skills and aspirations, especially in wealth planning and client support.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
We think you need these skills to ace Wealth Planning Admin: Client Exec Support in Worthing
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially any roles where you've provided admin support. We want to see how your skills align with the job description, so don’t be shy about showcasing your client communication abilities!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth planning and how your background makes you a great fit for our team. We love seeing personality, so let your enthusiasm come through!
Showcase Teamwork and Autonomy: Since this role involves both working independently and as part of a team, make sure to include examples that demonstrate your ability to thrive in both environments. We’re looking for candidates who can balance collaboration with self-motivation.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at The Progeny Group Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge before the interview. Understand the basics of wealth planning and be ready to discuss how you've handled client documentation and queries in your previous roles.
✨Show Off Your Communication Skills
Since strong client communication is key, prepare examples that showcase your ability to build and maintain relationships. Think about times when you successfully resolved a client's issue or improved their experience.
✨Demonstrate Team Spirit
This role involves collaboration with financial professionals, so be ready to talk about your experiences working in teams. Highlight how you contribute to team success and how you balance teamwork with your ability to work autonomously.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to client support and professional development opportunities. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
