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- Tasks: Support Financial Advisers with client services in investments, pensions, and mortgages.
- Company: Join a dynamic IFA firm based in Cardiff, focused on client success.
- Benefits: Enjoy a salary up to £32,000, flexible hours, and study support for financial exams.
- Why this job: Perfect for those seeking a technical role with growth opportunities in financial planning.
- Qualifications: Ideal for career administrators or those pursuing a Level 4 diploma in Financial Planning.
- Other info: Flexible working options available; apply now for a quick response!
The predicted salary is between 22000 - 28000 £ per year.
Location - Cardiff Gate
Salary: £26,000 - £32,000
Duration: Permanent, Full time or Part Time
We are working with an IFA firm based in Cardiff who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.
The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.
This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.
What’s on offer?
- Salary up to £32,000
- 25 days annual leave + Bank Holidays
- Discretionary Annual bonus
- 35 hour working week with flexible start times
- Study Support and Sponsorship through financial planning exams
What’s Next?
If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements.
Senior Financial Planning Administrator employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial planning industry, especially in areas like investments, pensions, and mortgages. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work as Financial Advisers or Administrators. Attend industry events or join relevant online forums to build connections that could lead to valuable insights and recommendations.
✨Tip Number 3
Prepare to discuss your experience with administrative tasks and how they relate to financial planning. Highlight any specific software or tools you've used that are relevant to the role, as this can set you apart from other candidates.
✨Tip Number 4
Show enthusiasm for continuous learning, especially regarding the Level 4 diploma in Financial Planning. Expressing your eagerness to grow within the company can make a positive impression on potential employers.
We think you need these skills to ace Senior Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and administration. Emphasise any previous roles where you worked closely with financial advisers or dealt with investments, pensions, mortgages, or protection cases.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention your desire to complete the Level 4 diploma in Financial Planning and how this aligns with your career goals.
Highlight Technical Skills: In your application, be sure to mention any technical skills or software proficiency that would be beneficial for the role. This could include experience with financial planning software or report generation tools.
Showcase Collaboration Experience: Since the role involves working with both financial advisers and the paraplanning team, provide examples of past experiences where you successfully collaborated with others to achieve a common goal.
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Financial Products
Make sure you have a solid understanding of investments, pensions, mortgages, and protection cases. Being able to discuss these topics confidently will show your potential employer that you're well-prepared for the role.
✨Highlight Your Administrative Skills
Emphasise your experience in administration, especially in financial services. Be ready to provide examples of how you've supported advisers or collaborated with teams in previous roles.
✨Show Your Willingness to Learn
Since this role offers study support for the Level 4 diploma in Financial Planning, express your enthusiasm for professional development. Discuss any relevant courses or certifications you’ve completed or are interested in pursuing.
✨Prepare Questions for the Interviewer
Have a few thoughtful questions ready to ask 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.
