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For Companies At a Glance
- Tasks: Be the go-to person for client queries and ensure smooth communication.
- Company: Join a top Chartered Financial Planning firm dedicated to exceptional client service.
- Benefits: Enjoy a competitive salary, company pension, and private medical insurance.
- Why this job: Build strong client relationships and gain valuable experience in financial services.
- Qualifications: Previous experience in financial services and strong communication skills are essential.
- Other info: This is a full-time, office-based role in East Sussex, Monday to Friday.
The predicted salary is between 30000 - 35000 £ per year.
Job Description
Dynamite Recruitment are supporting a Chartered Financial Planning firm on their recruitment of a Financial Services Administrator / Client Relationship Manager on a full-time basis. In this role, you will collaborate with Financial Planners and the wider Team to ensure exceptional client service and communication are provided working to business processes.
Key Responsibilities:
- Serve as the first point of contact for client queries, resolving issues promptly.
- Build strong relationships with clients and attend meetings when needed.
- Organize and manage client meetings for a seamless experience.
- Prepare client documentation before and after meetings.
- Manage client needs and expectations to ensure satisfaction.
- Provide ongoing support, keeping clients informed and confident in their financial plans.
- Ensure timely delivery of services as per client agreements.
- Track and address action points from client meetings.
Qualifications & Skills Required:
- Previous experience within Financial Services, ideally in a wealth management setting.
- Excellent written and verbal communication skills.
- High level of professionalism and integrity.
- Strong organizational skills and attention to detail.
- Proficiency with Microsoft Office and diary management.
- A well-presented, positive, and team-oriented individual.
Job Type: Permanent, Full-time, Monday to Friday.
Location: Office-based, East Sussex.
Benefits:
- Salary range: £30,000 to £35,000
- Company pension
- Death-in-service coverage
- Private medical insurance
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Financial Planning Administrator employer: ZipRecruiter
Contact Detail:
ZipRecruiter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry, especially wealth management. Understanding the nuances of this sector will help you engage more effectively during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial planning field. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends and best practices.
✨Tip Number 3
Prepare to discuss specific examples of how you've provided exceptional client service in previous roles. Highlighting your ability to resolve issues promptly and build strong relationships will set you apart from other candidates.
✨Tip Number 4
Showcase your organizational skills by discussing tools or methods you use for diary management and meeting preparation. Being able to articulate your process will demonstrate your attention to detail and professionalism.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Financial Planning Administrator position. Understand the key responsibilities and qualifications required, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services or wealth management. Be specific about your roles and how they relate to the responsibilities listed in the job description.
Showcase Communication Skills: Since excellent written and verbal communication skills are crucial for this role, provide examples in your application that demonstrate your ability to communicate effectively with clients and colleagues.
Tailor Your Application: Customize your CV and cover letter to reflect the specific skills and experiences that align with the job requirements. Use keywords from the job description to make your application stand out.
How to prepare for a job interview at ZipRecruiter
✨Showcase Your Communication Skills
Since excellent written and verbal communication skills are crucial for this role, be prepared to demonstrate your ability to communicate clearly and effectively. Practice articulating your thoughts on financial topics and client interactions.
✨Highlight Your Organizational Abilities
This position requires strong organizational skills and attention to detail. Be ready to discuss specific examples from your past experience where you successfully managed multiple tasks or organized client meetings efficiently.
✨Demonstrate Client Relationship Management Experience
As the first point of contact for client queries, it's important to show that you can build strong relationships. Prepare to share stories about how you've resolved client issues or enhanced their experience in previous roles.
✨Familiarize Yourself with Financial Services
Having previous experience in financial services is a must. Brush up on industry terminology and trends, and be ready to discuss how your background aligns with the wealth management setting they operate in.
