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- Tasks: Support Paraplanners and Advisors with client tasks and documentation.
- Company: Join a growing Wealth Management firm in Colchester with multiple regional offices.
- Benefits: Enjoy study support, hybrid working, and excellent benefits.
- Why this job: This role offers career progression and a supportive environment for your growth.
- Qualifications: 18 months+ experience in wealth management or client service is preferred.
- Other info: Perfect for those seeking a long-term career, not just a job.
The predicted salary is between 24000 - 32000 £ per year.
Plus: study support, excellent benefits & hybrid working Full-Time – Career Progression Our client a forward thinking and growing Wealth Management based in Colchester Essex , with offices across a number of regions. They have enjoyed continued growth over the last year as a result of both organic and acquisition activities. They are now looking for additional Financial Administrator to support for the Paraplanners and Financial Advisers within their Essex office. As a Financial Administrator you will be working with the Paraplanners and Advisors as they prepare the suitability reports, manage the LOA end to end process, maintain client contact and deal with all client tasks, arrange and prepare documentation for Advisors more. The Financial Administrator role offers a high degree of variety as they work across the whole of market, so you will assist with product research as part of your role. Our client is ideally looking for someone that has 18 months + experience of working within wealth management as a Financial Administrator or client service co-ordinator .This is a brilliant opportunity which offers study support, hybrid working, a supportive environment as well as clearly defined career development. If you are looking for a career, rather than a job, then this Financial Administrator opportunity could be perfect for you. This is a fantastic opportunity to join a growing business that has strong va…
Financial Administrator route to Paraplanner - Colchester - £30,000 - £38,000 plus... employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator route to Paraplanner - Colchester - £30,000 - £38,000 plus...
✨Tip Number 1
Familiarize yourself with the specific financial products and services offered by wealth management firms. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals already working in wealth management, especially those in administrative roles. They can provide insights into the day-to-day responsibilities and may even refer you to open positions.
✨Tip Number 3
Stay updated on industry trends and regulations that affect wealth management. Being knowledgeable about current events can set you apart during discussions with potential employers.
✨Tip Number 4
Consider obtaining relevant certifications or completing courses related to financial administration. This shows your commitment to professional development and can enhance your qualifications for the role.
We think you need these skills to ace Financial Administrator route to Paraplanner - Colchester - £30,000 - £38,000 plus...
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Financial Administrator and how they support Paraplanners and Financial Advisers. Tailor your application to highlight relevant experience and skills that align with these duties.
Highlight Relevant Experience: Emphasize your 18 months or more of experience in wealth management or as a client service coordinator. Use specific examples from your past roles to demonstrate your capabilities in managing client tasks and preparing documentation.
Showcase Your Skills: Include any skills that are particularly relevant to the role, such as product research, client communication, and report preparation. Mention any software or tools you are proficient in that would be beneficial for the position.
Express Your Career Goals: Convey your desire for career progression and how this role fits into your long-term career plans. This shows the employer that you are looking for a career rather than just a job, which aligns with their expectations.
How to prepare for a job interview at Financial Divisions
✨Show Your Wealth Management Knowledge
Make sure to brush up on your understanding of wealth management concepts and practices. Be prepared to discuss your previous experience in the field, especially any specific tasks you've handled as a Financial Administrator or client service coordinator.
✨Demonstrate Your Organizational Skills
Since the role involves managing various client tasks and documentation, highlight your organizational skills. Share examples of how you have successfully managed multiple priorities in your previous roles.
✨Prepare for Technical Questions
Expect questions related to the suitability reports and the LOA process. Familiarize yourself with these processes and be ready to explain how you would handle them in your role.
✨Express Your Career Aspirations
This position is about career progression, so be clear about your long-term goals. Discuss how this role aligns with your career path and how you plan to take advantage of the study support offered.
