Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Onboard clients, manage CRM data, and support operations in a dynamic financial planning environment.
- Company: A forward-thinking financial planning company based in Moorgate.
- Benefits: Earn up to £30k, enjoy flexible hours, gym membership, and exam allowances.
- Why this job: Join a supportive team and kickstart your career in financial services with full training.
- Qualifications: Attention to detail and a background in financial services are preferred.
The predicted salary is between 30000 - 30000 £ per year.
A financial planning company is seeking an Administrator to work in Moorgate. This position offers up to £30k annually, flexible working hours, and perks such as gym membership and exam allowance.
Responsibilities include:
- Client onboarding
- Maintaining CRM data
- Supporting operations
Candidates with a background in financial services and attention to detail will be preferred. Full training is provided to ensure success in the role.
Client Onboarding & Admin – Financial Planning (Flexible) in London employer: Angela Mortimer Plc - International Division
Contact Detail:
Angela Mortimer Plc - International Division Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding & Admin – Financial Planning (Flexible) in London
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry on LinkedIn or at local events. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by researching the company and its values. We want to see how you fit into our culture, so show us you know what we're about!
✨Tip Number 3
Practice your answers to common interview questions, especially those related to client onboarding and CRM systems. Confidence is key, and we love seeing candidates who are ready to shine!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Client Onboarding & Admin – Financial Planning (Flexible) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and any relevant skills. We want to see how your background aligns with the role, so don’t be shy about showcasing your attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Client Onboarding & Admin position and how you can contribute to our team. Keep it friendly and professional – we love a personal touch!
Showcase Your Skills: In your application, mention specific tools or software you’ve used, especially CRM systems. We’re keen on candidates who can hit the ground running, so let us know what you bring to the table!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Angela Mortimer Plc - International Division
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and the specific products the company offers. Being able to discuss industry trends or recent changes in regulations can really impress the interviewers and show that you're genuinely interested in the field.
✨Show Off Your Attention to Detail
Since this role requires a keen eye for detail, prepare examples from your past experiences where you successfully managed data or caught errors. This will demonstrate your ability to maintain accurate CRM data and support operations effectively.
✨Be Ready for Client Scenarios
Think about potential client onboarding scenarios and how you would handle them. Practising responses to common client questions or concerns can help you feel more confident and prepared during the interview.
✨Ask About Training and Development
Since full training is provided, don’t hesitate to ask about the training process and opportunities for professional development. This shows that you’re eager to learn and grow within the company, which is always a plus in an interview.