At a Glance
- Tasks: Provide administrative support and enhance client experiences in a family-run financial practice.
- Company: Join a respected family business within the wealth management sector.
- Benefits: Competitive salary, flexible hours, and a supportive team environment.
- Other info: Enjoy a straightforward application process with personal review of every application.
- Why this job: Make a real difference in clients' lives while developing your career in finance.
- Qualifications: Experience in financial planning or CRM systems preferred, but enthusiasm is key.
The predicted salary is between 30000 - 31000 £ per year.
- Senior Financial Planning Administrator
- Location - Wimborne Minster, Dorset (BH21)
- Salary Up to £30,000, depending on experience
Hours - Full or Part-time / In office - (Part-time candidates - minimum requirement would be 3 full days per week, with Thurs & Fri within the working days) An exciting new opportunity has arisen for a Senior Financial Planning Administrator to join a family run practice who are an Appointed Representative of St.
Jamess Place Wealth Management Plc.
The Practice delivers a highly tactile relationship with its clients and needs someone who can work within a small team to help enhance our proposition experience even further.
Someone who can evidence extra mile client experience will be essential.
Being a family business, we pride ourselves on treating & respecting our clients as if they were part of the family.
The Role - Senior Financial Planning Administrator You will provide efficient administrative support within our practice, in respect of business operations and the servicing of clients.
You will produce relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuations, as well as processing new business documentation in accordance with the agreed service and quality standards.
You will be required to handle queries from Advisers and clients and take the appropriate action to ensure queries are dealt with in a timely and effective manner.
The Person - Senior Financial Planning Administrator You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work.
You must be able to show initiative, support other office staff and be a strong communicator.
As you will have contact with clients, it is essential that you are professional and confident in dealing with clients and third parties, have excellent communication skills and can work with total discretion.
Minimum Requirements Financial planning practice experience / SJP experience preferred.
Knowledge of CRM systems, such as Salesforce.
If this role sounds like a good fit for you, we'd love to hear from you.
You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.
The application process is straightforward, and we personally review every application received.
St.
Jamess Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £240.8bn.
This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment.
Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page.
Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
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Senior Financial Planning Administrator in Wimborne Minster employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator in Wimborne Minster
✨Connect with Campus Reps
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Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
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We think you need these skills to ace Senior Financial Planning Administrator in Wimborne Minster
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at All The Top Bananas and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
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How to prepare for a job interview at All The Top Bananas
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
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Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
