At a Glance
- Tasks: Support clients and manage day-to-day administration in a wealth planning business.
- Company: Respected Wealth Planning firm based in Alderley Edge.
- Benefits: Gain valuable experience in financial services with a supportive team.
- Other info: Opportunity for growth in a collaborative and professional environment.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Attention to detail and experience in a Financial Advisory Firm required.
The predicted salary is between 30000 - 40000 £ per year.
An excellent opportunity to join a well respected Wealth Planning business based in Alderley Edge. You will be responsible for day-to-day administration involved in servicing clients and writing new business. You will work closely with a financial planner and associate financial planner to service a defined client bank.
Duties Include:
- Ensuring that all company processes are adhered to.
- Ensuring that all communications are recorded and indexed in the document management system (SharePoint).
- Ensuring immaculate and up-to-date records on the back-office system (Curo).
- Managing and maintaining a task list within Curo and Outlook.
- New business processing, completing forms and submitting to financial product providers.
- Producing valuations.
- Production of Annual Planning Meeting (APM) preparation pack.
- General administration and processing.
You must have strong attention to detail and proven experience within a Financial Advisory Firm.
Advisor Client support employer: Thrive by Chorni Ltd
Join a prestigious Wealth Planning business in Alderley Edge, where you will thrive in a supportive and collaborative work culture. We prioritise employee growth through continuous training and development opportunities, ensuring you can advance your career while making a meaningful impact on our clients' financial journeys. Enjoy a competitive benefits package and the unique advantage of working in a vibrant community that values both professional excellence and personal well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Advisor Client support
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or join online forums to meet potential employers.
✨Tip Number 2
Prepare for those interviews! Research the company and understand their values and services. We want you to shine, so practice common interview questions and think about how your experience aligns with the role of Advisor Client Support.
✨Tip Number 3
Showcase your skills! When you get the chance, highlight your attention to detail and experience with systems like Curo and SharePoint. We know these are crucial for the role, so make sure to mention any relevant experience during your conversations.
✨Tip Number 4
Apply through our website! We’ve made it super easy for you to submit your application directly. Plus, it shows you’re serious about joining our team. Don’t miss out on this opportunity!
We think you need these skills to ace Advisor Client support
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Advisor Client Support role. Highlight your experience in financial administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Attention to Detail:Since attention to detail is key for this role, include examples in your application that demonstrate your meticulousness. Whether it’s managing records or processing new business, let us know how you’ve excelled in these areas.
Be Clear and Concise:When writing your cover letter, keep it clear and concise. We appreciate straightforward communication, so get to the point while still showcasing your personality and enthusiasm for the role!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at Thrive by Chorni Ltd
✨Know Your Stuff
Make sure you brush up on the basics of wealth management and financial planning. Familiarise yourself with common processes and tools like SharePoint and Curo, as well as the specific duties mentioned in the job description. This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Showcase Your Attention to Detail
Since this role requires strong attention to detail, be ready to provide examples from your past experience where your meticulousness made a difference. Whether it was ensuring accurate records or managing complex tasks, highlight how your careful approach has benefited your previous employers.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, such as managing client communications or processing new business. Think through potential scenarios beforehand and prepare structured responses that demonstrate your problem-solving skills and ability to follow company processes.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your genuine interest in the company and the role. Inquire about the team dynamics, the types of clients you'll be working with, or how success is measured in this position. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
