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- Tasks: Support financial advisers by preparing for meetings and processing business.
- Company: A friendly financial advice business in Warrington with a focus on development and fun.
- Benefits: Enjoy hybrid working, a discretionary bonus, 28 days holiday, and a generous pension scheme.
- Why this job: Join a supportive team where your contributions matter and growth opportunities abound.
- Qualifications: Previous administration experience in financial planning is essential; tech-savvy candidates are encouraged.
- Other info: Funding for exams and financial rewards for passing them are included.
The predicted salary is between 28800 - 43200 £ per year.
We aren’t sure if you’re supposed to have favourite clients. But this financial advice business in Warrington is just that.
And that’s because the things that people don’t always get at work - the chance to develop, flexible working, heck, have fun, are par for the course. And they’re par for the course because of the people you’ll work with.
You’ll report into the office manager, who by the way, is a great boss. Approachable, generous with his time, supportive. And we know that because we placed him. And you’ll work alongside three talented administrators who will give you a warm welcome. They have lots of experience and will want to provide any help that you need as you bed in. And we know that because we placed them.
They pay a healthy starting salary (we will tell you what that is before sharing your details) but it doesn’t end there. There’s:
- A discretionary bonus
- Hybrid working (3/2)
- 4 x DIS
- Pension – 10% employer contribution
- BUPA
- Share save
- PHI
- 28 days hols + Bank holidays
- Free parking
There’s also funding for exams. And to cap it off, there’s a financial reward for every exam you pass.
As for the job you’ll be supporting two advisers, but the business will grow in the future. They provide independent advice to their clients and you’ll be on hand to support them – preparing for client meetings, processing business, liaising with providers/clients etc. This isn’t a business though where planners are on a pedestal. A first class service relies on all parts of the team and that’s very much the ethos here.
HERE'S WHAT YOU'LL NEED:
- You’ll have administration experience within a financial planning business.
- You’ll ideally know your way around Intelligent Office. But if you’re good with technology you’ll soon pick it up. And the team is always on hand to help.
It may seem an uncertain time to be considering a job move. But when you know a business and its people as well as we do, we can assure you that this is a business with a bright future.
Click apply and we will be in touch. Don’t have a CV? Don’t worry, we can come to that later.
Everyone will receive a response.
Financial Planning Administrator employer: Exchange Street Executive Search
Contact Detail:
Exchange Street Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial planning industry, especially the role of a Financial Planning Administrator. Understanding the key responsibilities and challenges will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local events or join online forums to connect with others in the field. This can provide insights into the company culture and may even lead to referrals.
✨Tip Number 3
Research Intelligent Office software, as it's mentioned in the job description. Familiarising yourself with its features and functionalities can give you an edge and show your proactive approach to learning.
✨Tip Number 4
Prepare thoughtful questions about the company culture and team dynamics. This shows your genuine interest in the role and helps you assess if it’s the right fit for you, which is crucial in a supportive environment like this one.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your administration experience specifically within a financial planning context. Emphasise any relevant skills or technologies you are familiar with, such as Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention why you are drawn to their supportive team environment and how your skills can contribute to their ethos of providing first-class service.
Showcase Your Tech Skills: If you have experience with technology in financial services, be sure to mention it. If you're not familiar with Intelligent Office, express your willingness to learn and adapt quickly, as the team is there to support you.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and keeps you on their radar.
How to prepare for a job interview at Exchange Street Executive Search
✨Show Your Enthusiasm for the Role
Make sure to express your excitement about the Financial Planning Administrator position. Talk about what attracted you to this specific role and how it aligns with your career goals. A genuine interest can set you apart from other candidates.
✨Demonstrate Your Administrative Skills
Be prepared to discuss your previous administration experience in a financial planning context. Highlight specific tasks you've handled, such as preparing for client meetings or processing business, to show that you understand the demands of the role.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office, mention it during the interview. If not, do some research beforehand to understand its functionalities. Showing that you're proactive about learning new technology will impress the interviewers.
✨Emphasise Teamwork and Collaboration
Since the company values teamwork, be ready to share examples of how you've successfully worked within a team in the past. Discuss how you can contribute to a collaborative environment and support your colleagues, especially the advisers you'll be assisting.
