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For Companies At a Glance
- Tasks: Support financial advisors with client portfolio management and data processing.
- Company: Join a top Wealth Management firm known for integrity and sound advice.
- Benefits: Enjoy a competitive salary, 5% matching pension, and income protection.
- Why this job: Be part of a growing team in a positive culture that values your contributions.
- Qualifications: Previous admin experience in Financial Planning and knowledge of back-office systems required.
- Other info: Great opportunity for career growth in a respected firm.
The predicted salary is between 29000 - 33000 £ per year.
Financial Planning Administrator
Our client is a Belfast-based firm of Independent Financial Advisors with a reputation for delivering truly client-focused, impartial financial advice to their many clients throughout the UK.
MLR Careers is supporting them in the recruitment of a Financial Planning Administrator.
The Company
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Contact Detail:
MLR Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with Intelligent Office (IO) or similar back-office systems. Since this role involves managing client databases and processing data, having a solid understanding of these platforms will give you a significant edge.
✨Tip Number 2
Brush up on your Excel skills, as the job requires office administration and data analysis. Being proficient in Excel can help you stand out, especially when it comes to preparing reports and managing client information.
✨Tip Number 3
Demonstrate your communication skills during any interactions. Since you'll be dealing with client queries and liaising with investment companies, showcasing your ability to communicate effectively can make a strong impression.
✨Tip Number 4
Research the company’s reputation and values. Understanding their commitment to integrity and sound advice will not only help you align your application but also prepare you for potential interview questions about why you want to work there.
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 planning administration. Emphasise your familiarity with back-office systems like Intelligent Office and any specific tasks you've handled that align with the job description.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your positive attitude and communication skills, and explain how you can contribute to the team’s success.
Highlight Relevant Skills: In your application, clearly outline your skills in client management, data processing, and office administration. Use specific examples to demonstrate your proficiency in using Excel and managing databases.
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 financial planning.
How to prepare for a job interview at MLR Careers
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning principles and practices. Be prepared to discuss how you can support advisers in preparing recommendations and managing client portfolios.
✨Familiarise Yourself with Intelligent Office
Since the role involves using Intelligent Office or similar back-office systems, make sure you understand how these platforms work. If possible, practice navigating through them to demonstrate your proficiency during the interview.
✨Showcase Your Communication Skills
As a Financial Planning Administrator, you'll be the main point of contact for clients. Prepare examples of how you've effectively handled client queries in the past, highlighting your written and oral communication skills.
✨Demonstrate Your Organisational Skills
The role requires managing databases and processing various documents. Be ready to discuss your experience with office administration tasks, particularly how you stay organised and ensure timely updates and reports for clients.
