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 32500 - 32500 £ 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 in Alderley Edge employer: Thrive by Chorni Ltd
Join a prestigious Wealth Planning business in Alderley Edge, where you will thrive in a supportive work culture that values attention to detail and client satisfaction. With opportunities for professional growth and development alongside experienced financial planners, this role offers a rewarding career path in a dynamic environment that prioritises excellence and teamwork.
StudySmarter Expert Advice🤫
We think this is how you could land Advisor Client Support in Alderley Edge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re well-respected in wealth planning. Think about how your experience aligns with their needs, and be ready to share specific examples of your attention to detail and client support skills.
✨Tip Number 3
Show off your tech skills! Familiarise yourself with tools like SharePoint and Curo before the interview. Mentioning your proficiency with these systems can really set you apart, as they’re crucial for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Advisor Client Support in Alderley Edge
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 advisory firms 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 where you've demonstrated this skill. Whether it's managing records or processing new business, let us know how you’ve nailed it in the past!
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 company’s background and its services. Understand the wealth planning business and be ready to discuss how your experience aligns with their needs, especially in client support and administration.
✨Showcase Your Attention to Detail
Since this role requires strong attention to detail, prepare examples from your past work where you demonstrated this skill. Whether it’s managing records or processing new business, having specific instances ready will impress the interviewers.
✨Familiarise Yourself with Tools
Get to know the tools mentioned in the job description, like SharePoint and Curo. If you have experience with similar systems, be prepared to talk about it. If not, a quick online search can help you understand their functionalities.
✨Prepare Questions
Think of insightful questions to ask during the interview. This shows your interest in the role and helps you gauge if the company is the right fit for you. Ask about team dynamics, client management processes, or how success is measured in the role.
