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- Tasks: Join our team to support Financial Advisers with essential admin tasks and client interactions.
- Company: We're a nationwide independent Financial Advisory firm dedicated to providing top-notch financial advice.
- Benefits: Enjoy a great salary, supportive work environment, and opportunities for growth in the financial sector.
- Why this job: Be part of a dynamic team where your contributions directly impact clients' financial futures.
- Qualifications: 1+ years of admin experience in Financial Advisory or related sectors preferred.
- Other info: This is an office-based role located in Sheffield, perfect for those looking to kickstart their career.
The predicted salary is between 28800 - 43200 £ per year.
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business. Specifically you’ll be responsible for the following: Administration duties To arrange basic administration requirements from file notes as instructed Collating costs & charges information for annual review purposes Preparing valuations / client packs for client meetings To send off letters by email and post as required To be responsible for scanning and administrative duties as required To telephone clients when required Day to day reception duties To be responsible for the main reception duties during opening hours To be the first contact for answering and directing telephone calls Opening of post in morning & allocation to staff To deal with clients at the front desk in a polite and courteous manner To arrange refreshments for clients and advisers as necessary To take accurate messages for advisers and members of staff as necessary To undertake photocopying / scanning duties as requested To be responsible for franking of outgoing post To ensure sufficient supplies of stationery / consumables / sundries Ideally we would be seeking an individual who has around 1+ years experience working within a Financial Advisory firm as an Administrator or PA. But we are also willing to consider Administrators who have previous experience working in the Financial Services sector. A great salary and working environment is offered for this role, which is office based in Sheffield
Financial Planning Administrator employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the specific financial services offered by the firm. Understanding Pensions, Retirement Planning, and Estate Planning will help you speak confidently about the role during your interview.
✨Tip Number 2
Highlight any previous experience you have in administration within a financial context. Be ready to discuss how your skills can directly support the Financial Advisers and Directors in their daily tasks.
✨Tip Number 3
Prepare to demonstrate your organizational skills. Since the role involves managing various administrative duties, think of examples where you've successfully handled multiple tasks or projects simultaneously.
✨Tip Number 4
Show your customer service skills. As the first point of contact for clients, being polite and courteous is essential. Be prepared to share experiences where you provided excellent service in previous roles.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration, particularly within a Financial Advisory firm or the Financial Services sector. Emphasize any specific skills that align with the job description, such as client communication and administrative support.
Craft a Strong Cover Letter: Write a cover letter that clearly outlines your motivation for applying and how your background fits the role. Mention your experience with administration tasks, client interaction, and any familiarity with financial processes to demonstrate your suitability.
Highlight Relevant Skills: In your application, emphasize key skills such as organization, attention to detail, and communication. These are crucial for the role of Financial Planning Administrator, so provide examples of how you've successfully used these skills in previous positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are essential qualities for this position.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Know the Company
Make sure to research the financial advisory firm thoroughly. Understand their services, values, and recent news. This will help you tailor your answers and show genuine interest in the role.
✨Highlight Relevant Experience
Be prepared to discuss your previous administrative experience, especially in a financial advisory context. Share specific examples of how you've supported advisers or handled client interactions.
✨Demonstrate Communication Skills
Since you'll be the first point of contact for clients, emphasize your communication skills. Practice clear and polite responses, and be ready to showcase how you handle phone calls and client inquiries.
✨Prepare for Administrative Scenarios
Think about common administrative tasks you might face in this role, such as managing schedules or preparing client packs. Be ready to discuss how you would approach these tasks efficiently.
