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- Tasks: Support Independent Financial Advisors and paraplanners with client communications and office tasks.
- Company: Join a family-owned practice that values integrity and outstanding client service.
- Benefits: Enjoy flexibility, a supportive environment, and opportunities for personal growth.
- Why this job: Ideal for those passionate about helping clients and seeking career progression.
- Qualifications: Requires 2+ years in an IFA practice and strong Excel and Word skills.
- Other info: Opportunity to transition into a Paraplanner role.
The predicted salary is between 17600 - 22400 £ per year.
Career Progression Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that provides flexibility and a supportive environment. If you’re passionate about helping clients and want to work in a company that encourages personal growth and career progression, this could be your ideal opportunity. As a Part-Time Financial Administrator, you’ll play a key role in supporting the Independent Financial Advisors and paraplanners. Your duties will include handling telephone and email enquiries, greeting visitors, and ensuring a welcoming environment. You’ll also process new business applications, verify case submissions for accuracy, and coordinate with product providers to ensure seamless operations. Attention to detail is essential as you maintain client records, manage Letters of Authority (LOAs), and ensure all documentation is up to date. You’ll also be responsible for preparing and sending invoices, managing general office tasks, and ensuring client communications are handled promptly and professionally. The ideal candidate should have at least two years of experience in an IFA practice, with solid skills in Excel and Word. Familiarity with Intelligent Office and experience in processing mortgage, protection, and investment applications are …
Part Time Financial Administrator with a route to Paraplanner, Folkestone,£22,000 - £28,000 Pro Rata employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part Time Financial Administrator with a route to Paraplanner, Folkestone,£22,000 - £28,000 Pro Rata
✨Tip Number 1
Make sure to highlight your experience in an Independent Financial Advice practice during any conversations or networking opportunities. This will show that you understand the specific environment and challenges of the role.
✨Tip Number 2
Familiarize yourself with the tools mentioned in the job description, especially Intelligent Office. If you can demonstrate your proficiency with this software, it will set you apart from other candidates.
✨Tip Number 3
Prepare to discuss how you handle client communications and maintain records. Providing examples of your attention to detail and organizational skills will be crucial in showcasing your fit for the role.
✨Tip Number 4
Express your enthusiasm for personal growth and career progression during your interactions. This aligns with the company's values and shows that you're looking for a long-term commitment.
We think you need these skills to ace Part Time Financial Administrator with a route to Paraplanner, Folkestone,£22,000 - £28,000 Pro Rata
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial administration, particularly within an Independent Financial Advice practice. Emphasize your skills in Excel and Word, as well as any familiarity with Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for client service and your desire for career progression. Mention specific examples of how you've supported financial advisors in the past and how you can contribute to the team.
Highlight Attention to Detail: In your application, provide examples that demonstrate your attention to detail, especially in maintaining client records and processing applications. This is crucial for the role and will set you apart from other candidates.
Show Enthusiasm for the Company: Research the company and express your enthusiasm for joining a family-owned practice that values integrity and quality. Mention how their values align with your own and why you want to be part of their team.
How to prepare for a job interview at Financial Divisions
✨Show Your Passion for Client Service
Make sure to express your enthusiasm for helping clients during the interview. Share specific examples of how you've gone above and beyond to provide excellent service in your previous roles.
✨Highlight Your Attention to Detail
Since attention to detail is crucial for this role, prepare to discuss instances where your meticulousness made a difference. Whether it was ensuring accuracy in documentation or managing client records, be ready to showcase your skills.
✨Demonstrate Your Technical Skills
Be prepared to talk about your experience with Excel and Word, as well as any familiarity with Intelligent Office. You might even want to mention specific tasks you've accomplished using these tools to illustrate your proficiency.
✨Discuss Your Experience in Financial Administration
With at least two years of experience in an IFA practice required, be ready to discuss your background in financial administration. Highlight your experience with processing applications and coordinating with product providers to show you understand the role's responsibilities.
