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- Tasks: Support Financial Advisors and Paraplanners with administrative tasks and client interactions.
- Company: Join a reputable Financial Services business known for its supportive environment and growth opportunities.
- Benefits: Flexible hours, potential for industry qualifications, and a positive office culture.
- Why this job: Gain hands-on experience in finance while working closely with professionals in a dynamic team.
- Qualifications: Previous experience in Financial Services and strong IT skills are preferred.
- Other info: Enjoy a vibrant office atmosphere with opportunities for personal and professional growth.
The predicted salary is between 19000 - 21000 £ per year.
Our client is a well-established Financial Services business with a fantastic industry reputation. Due to growth of the business, they are now recruiting for a Financial Services Administrator to join the team. The role of Financial Services Administrator is based in a supportive environment, giving the opportunity to learn more about Financial Services.
The successful Financial Services Administrator will enjoy Financial Services and work closely with the Financial Advisors and Paraplanners. Some of the key duties of the Financial Services Administrator will include:
- Liaison with providers to obtain relevant information
- Provide administrative support to the Financial Planners
- Gather information and present it in a professional manner
- Preparing client valuations
- Extensive liaison with clients on a daily basis - over the phone and face to face
- Arrange client meetings which will include direct client contact
- Organise refreshments for meetings
- Setting up commissions/fees on back office system and chasing through to payment
- Tracking business applications and pipeline
- Making appointments and managing diaries
- Handling confidential information and dealing with discretion at all times
- Checking documentation and ensuring all paperwork is signed accordingly by relevant parties
- General administrative duties as required
- Daily use of Intelliflo and Volume
The ideal candidate will enjoy Financial Services and have worked within the Financial Industry previously. The ideal Financial Services Administrator will have a good understanding of Whole of Market wrappers and products and have strong IT skills. You will be given extra responsibility as you progress and also have the opportunity to gain industry qualifications. We are looking for a Financial Planning Administrator who is professional, accurate, positive, and enthusiastic. You will be based in a great office environment and be part of a successful Financial Services team. Hours of work are Monday to Friday 9am-5pm.
Financial Planning Administrator employer: Mcgregor Recruitment.
Contact Detail:
Mcgregor Recruitment. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on Whole of Market wrappers and products. 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 financial services. Attend industry events or join online forums to connect with others in the field. This can lead to valuable insights and potentially even referrals for the position.
✨Tip Number 3
Practice your communication skills, both verbal and written. Since the role involves extensive client interaction, being able to convey information clearly and professionally is crucial. Consider role-playing scenarios with a friend to build confidence.
✨Tip Number 4
Get comfortable with relevant software like Intelliflo and Volume. If you’re not already familiar, look for online tutorials or courses that can help you learn these tools, as proficiency will set you apart from other candidates.
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 financial services. Emphasise any previous roles where you liaised with clients, provided administrative support, or worked with financial products.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the financial services industry. Mention specific skills that align with the job description, such as your ability to handle confidential information and your strong IT skills.
Highlight Relevant Skills: In your application, clearly outline your skills related to client liaison, administrative tasks, and familiarity with financial systems like Intelliflo. Use examples from past experiences to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at Mcgregor Recruitment.
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products and services, especially those relevant to the role. Being able to discuss Whole of Market wrappers and products confidently will impress your interviewers.
✨Demonstrate Strong Communication Skills
Since the role involves extensive client interaction, showcase your communication skills during the interview. Practice articulating your thoughts clearly and be prepared to discuss how you would handle client queries or concerns.
✨Showcase Your Organisational Skills
The position requires managing diaries and arranging meetings, so highlight any previous experience that demonstrates your organisational abilities. Be ready to provide examples of how you've successfully managed multiple tasks in a busy environment.
✨Prepare Questions for the Interviewers
Engage with your interviewers by preparing thoughtful questions about the company and the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
