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For Companies At a Glance
- Tasks: Support financial advisers, prepare client packs, and handle queries in a dynamic team.
- Company: Join a respected wealth planning firm focused on high-net-worth clients.
- Benefits: Enjoy a salary up to £40k, 20% bonus, and flexible working options.
- Why this job: Be part of a supportive culture while making a real impact in clients' financial lives.
- Qualifications: Experience in financial services administration is essential; CII qualifications are a plus.
- Other info: This role offers a blend of office and remote work for better work-life balance.
The predicted salary is between 24000 - 40000 £ 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 Leeds.
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 £40,000 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 £40k and bonus up to 20% of salary - Leeds 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 £40k and bonus up to 20% of salary - Leeds
✨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 these clients will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work in administration roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals for the position.
✨Tip Number 3
Consider obtaining or working towards CII qualifications if you haven't already. This demonstrates your commitment to the field and can significantly enhance your credibility as a candidate.
✨Tip Number 4
Prepare to discuss your experience with client correspondence and administration tasks in detail. Be ready to provide examples of how you've successfully managed client queries and supported financial advisers in previous roles.
We think you need these skills to ace Financial Planning Administrator - salary up to £40k and bonus up to 20% of salary - Leeds
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 and paraplanners, as well as any relevant qualifications like CII.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of working with HNW and UHNW clients and how your skills align with the job requirements.
Highlight Relevant Experience: In your application, emphasise your previous roles and responsibilities that relate to preparing client packs, handling queries, and liaising with product providers. This will demonstrate your capability to handle the tasks outlined in the job description.
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 the financial services sector.
How to prepare for a job interview at MI Search Ltd
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of financial services, especially if you've worked in an administrative role before. Understanding key concepts and terminology will help you communicate effectively during the interview.
✨Highlight Relevant Experience
Be prepared to discuss your previous experience in financial administration. Share specific examples of how you've supported advisers or paraplanners, and mention any client interactions you've had that demonstrate your ability to handle queries professionally.
✨Show Enthusiasm for Learning
If you don't already hold CII qualifications, express your eagerness to study for them. Employers appreciate candidates who are proactive about their professional development, so let them know you're committed to growing in your role.
✨Prepare Questions for Them
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the company and the role, and it gives you a chance to find out more about their team dynamics and expectations.
