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For Companies At a Glance
- Tasks: Support financial advisers and paraplanners with client packs and queries.
- Company: Join a respected wealth planning firm focused on high-net-worth clients.
- Benefits: Enjoy a competitive salary, bonus potential, and flexible working options.
- Why this job: Be part of a dynamic team making a real impact in financial planning.
- Qualifications: Experience in financial services administration is essential; CII qualifications are a plus.
- Other info: Mix of office and remote work for a balanced lifestyle.
The predicted salary is between 30000 - 42000 £ per year.
Job Description
This respected wealth planning firm dealing with HNW and UHNW clients is currently seeking an administrator to work as part of their busy team in Cobham.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
You must have experience working in an administrational role within financial services and ideally hold CII qualifications or be keen to study these.
Basic salary to £39,000 bonus up to 20% of salary and benefits. The role offers a mix of working from the office and home.
Financial Planning Administrator - salary up to £38k and bonus up to 20% of salary - Cobham employer: MI Search Ltd
Contact Detail:
MI Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - salary up to £38k and bonus up to 20% of salary - Cobham
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on wealth planning and high-net-worth clients. Understanding the specific needs and expectations of HNW and UHNW clients will give you an edge in interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with people who can provide insights or even refer you to opportunities within firms like ours.
✨Tip Number 3
Brush up on your administrative skills, particularly those related to client management systems and financial software. Being proficient in these tools will demonstrate your readiness to support financial advisers effectively.
✨Tip Number 4
Show your enthusiasm for continuous learning by mentioning any plans to pursue CII qualifications during your discussions. This not only highlights your commitment to the field but also aligns with our values at StudySmarter.
We think you need these skills to ace Financial Planning Administrator - salary up to £38k and bonus up to 20% of salary - Cobham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. Include specific examples of how you've supported financial advisers or paraplanners, and mention any relevant qualifications like CII.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Explain why you're a great fit for the position and how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Experience: In your application, emphasise your previous roles in financial services. Detail your experience with client packs, annual reviews, and handling client queries to demonstrate your capability in this position.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in financial planning.
How to prepare for a job interview at MI Search Ltd
✨Show Your Financial Knowledge
Make sure to brush up on your understanding of financial services and wealth planning. Be prepared to discuss any relevant experience you have, especially in dealing with HNW and UHNW clients, as this will demonstrate your suitability for the role.
✨Highlight Your Administrative Skills
Since the role involves a lot of administrative tasks, be ready to talk about your previous experience in similar positions. Mention specific tools or software you've used that are relevant to financial administration, as this can set you apart from other candidates.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Demonstrate Your Willingness to Learn
If you don't already hold CII qualifications, express your eagerness to pursue them. Employers appreciate candidates who are proactive about their professional development, so share any plans you have for furthering your education in financial services.
