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For Companies At a Glance
- Tasks: Support the Financial Planning team with admin tasks, data entry, and client service.
- Company: Join a dynamic firm dedicated to making recruitment personal and inclusive.
- Benefits: Enjoy 28 days holiday, exam support, and fun seasonal parties.
- Why this job: Gain valuable experience in financial planning while working in a supportive environment.
- Qualifications: Strong Microsoft Office skills; Level 4 Diploma in financial planning is a bonus.
- Other info: Flexible hours from 9am-5pm, with a focus on diversity and inclusion.
The predicted salary is between 24000 - 39600 £ per year.
Whats in it for you?
- Exam Support
- 28 days of holiday (excluding bank holidays)
- Spring and Christmas parties
- £28-£33k, depending on experience and qualifications
Must haves
- Strong proficiency in Microsoft Office Suite (Word, Excel, Powerpoint, Outlook)
Nice to haves
- Working towards Level 4 Diploma in financial planning
- Knowledge of financial planning principles and terminology is a plus
So what will you be doing?
The Financial Planning Administrator plays a crucial role in supporting the Financial Planning department by providing administrative and operational assistance. The role requires a strong attention to detail, excellent organisational skills, and a proactive approach to problem-solving. You will be assisting the Paraplanning team with the following:
Key Responsibilities:
- Administrative Support
- Operational Support
- Data Entry and Analysis
- Client Service
Our mission of Making Recruitment Personal also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if its successful.
Financial Planning Administrator in Cheltenham employer: i2i Independent Recruitment Consultancy Ltd
Contact Detail:
i2i Independent Recruitment Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Cheltenham
✨Tip Number 1
Familiarise yourself with financial planning terminology and principles. This knowledge will not only help you understand the role better but also demonstrate your commitment to the field during any discussions or interviews.
✨Tip Number 2
Brush up on your Microsoft Office skills, especially Excel. Being proficient in data entry and analysis is crucial for this role, so consider taking a quick online course or tutorial to enhance your abilities.
✨Tip Number 3
Network with professionals in the financial planning industry. Attend local events or join online forums to connect with others who can provide insights or even refer you to opportunities within their organisations.
✨Tip Number 4
Prepare for potential interview questions by thinking about how your organisational skills and attention to detail have helped you in past roles. Be ready to share specific examples that highlight these qualities.
We think you need these skills to ace Financial Planning Administrator in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your proficiency in Microsoft Office Suite, as this is a must-have for the role. Include specific examples of how you've used these tools in previous positions.
Craft a Strong Cover Letter: In your cover letter, express your interest in the Financial Planning Administrator position and mention any relevant experience or qualifications, such as working towards a Level 4 Diploma in financial planning.
Showcase Attention to Detail: Since the role requires strong attention to detail, consider including a brief example in your application that demonstrates your ability to manage data accurately and efficiently.
Highlight Organisational Skills: Emphasise your organisational skills in both your CV and cover letter. Mention any experience you have in administrative support or operational roles that required excellent organisation.
How to prepare for a job interview at i2i Independent Recruitment Consultancy Ltd
✨Showcase Your Microsoft Office Skills
Since strong proficiency in Microsoft Office Suite is a must-have, be prepared to discuss your experience with Word, Excel, PowerPoint, and Outlook. Consider bringing examples of how you've used these tools in previous roles to enhance your productivity.
✨Demonstrate Attention to Detail
The role requires a keen eye for detail, so be ready to provide examples of how you've successfully managed tasks that required precision. You might mention specific projects where your attention to detail made a significant impact.
✨Familiarise Yourself with Financial Planning Principles
While knowledge of financial planning principles is a nice-to-have, it can set you apart from other candidates. Brush up on basic terminology and concepts in financial planning to show your enthusiasm and readiness to learn.
✨Prepare Questions About the Role
Asking insightful questions about the Financial Planning Administrator role can demonstrate your genuine interest. Consider asking about the team dynamics, the types of clients you'll be working with, or how success is measured in this position.
