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- Tasks: Support financial advisers by preparing documentation and processing applications.
- Company: Join a family-friendly business known for its supportive team culture.
- Benefits: Enjoy free on-site parking, a competitive salary, and a bonus scheme for exam success.
- Why this job: This role offers career development in a successful firm with a focus on financial planning.
- Qualifications: Previous experience in financial planning or pensions consultancy is essential.
- Other info: Ideal for ambitious individuals eager to grow within the finance industry.
The predicted salary is between 20880 - 23520 £ per year.
LOCATION | Ormskirk Area
SALARY: 26,000 - 28,000 + Lucrative Bonus Scheme for Passing CII Exams
FREE ON-SITE PARKING
Our Client is an impressive business! They operate as a family friendly business and are an incredibly supportive team. A new opportunity is now available for an additional Administrator to join their support team. Working from beautiful offices, our client offers free and secure on-site parking, a lucrative and incentivised salary and bonus scheme, as well as ongoing and structured career development. This truly is an excellent opportunity for someone who is ambitious and driven about progressing within a successful firm of Independent Financial Planners.
This is an important role in the business and the successful candidate will be a pivotal part of the team. Duties will consist of:
- Preparing pre-meeting documentation for the Adviser
- Processing new business applications
- Creating Client Valuations & Illustrations
- Chasing Letters of Authority
- Basic report writing using Templates
- Liaising with Product Providers & third parties
Candidates applying must have previous experience working for a firm of Financial Planners, a Pensions Consultancy or a Provider background. You will understand how the industry works, and be keen to develop your skills and progress within Financial Planning. Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with HNW Individuals.
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL ADVISER ADMINISTRATOR
✨Tip Number 1
Familiarise yourself with the specific duties mentioned in the job description. Understanding tasks like preparing pre-meeting documentation and processing new business applications will help you speak confidently about your relevant experience during any discussions.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend local events or join online forums to connect with others who work in similar roles. This can provide insights into the company culture and may even lead to a referral.
✨Tip Number 3
Research the company thoroughly. Understand their values, mission, and the services they offer. This knowledge will allow you to tailor your conversations and demonstrate your genuine interest in becoming part of their team.
✨Tip Number 4
Prepare questions to ask during any interviews or informal chats. Inquiring about their career development opportunities or the support provided for passing CII exams shows your ambition and eagerness to grow within the company.
We think you need these skills to ace FINANCIAL ADVISER ADMINISTRATOR
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, pensions, and investments. Emphasise any previous roles where you prepared documentation or liaised with clients, as these are key aspects of the job.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as communication skills and experience with high-net-worth individuals.
Highlight Relevant Experience: In your application, clearly outline your previous experience in financial planning or related fields. Use examples to demonstrate your understanding of the industry and your ability to contribute to the team.
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 sector.
How to prepare for a job interview at NJR Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Familiarise yourself with pensions, investments, and the specific offerings of the company. This will help you answer questions confidently and demonstrate your industry knowledge.
✨Showcase Your Communication Skills
As a Financial Adviser Administrator, excellent communication is key. Prepare examples of how you've effectively communicated with clients or colleagues in the past. Be ready to discuss how you can maintain professionalism when liaising with high-net-worth individuals.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about situations where you've had to process applications or create client valuations under tight deadlines. Practising these scenarios can help you articulate your thought process during the interview.
✨Demonstrate Your Ambition
The company values ambition and career progression. Be prepared to discuss your career goals and how you see yourself growing within the firm. Highlight any relevant qualifications or training you plan to pursue, such as CII exams, to show your commitment to professional development.
