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For Companies At a Glance
- Tasks: Support Financial Planning Consultants and manage client documentation and queries.
- Company: Join a leading independent Accountancy and Business Advisory firm in the North.
- Benefits: Enjoy competitive salary, generous leave, and health benefits.
- Why this job: Be part of a dynamic team making a real difference for clients.
- Qualifications: Strong admin skills and a passion for customer service are key.
- Other info: Opportunities for career growth and professional development await you.
The predicted salary is between 30000 - 42000 £ per year.
Our Financial Planning Consultants, as well as the main point of contact for a bank of clients, will be supported with the following responsibilities and requirements. This role is based in the Kendal office as part of the wider Financial Planning Service Line.
Responsibilities:
- Providing relevant documentation to the Financial Planning Consultant ahead of client meetings
- Responding to client queries
- Liaising with Life offices and providers
- Maintaining client records on Xplan
- Ensuring accurate completion of compliance requirements
- Ensuring the administrative requirements are completed for the Client Review Process
The Candidate:
- Experience of working in an administrative capacity for an organisation in Financial Services (desirable, not essential)
- Extensive administrative and customer service experience
- Organised and comfortable with managing diaries / scheduling appointments
- Excellent communication skills (in both written and verbal forms) and a passion for delivering exemplary service to clients
- Comfortable working in a fast paced environment
- A dedicated team player, and willing to assist colleagues in the team where possible
- Able to prioritise workloads under strict deadlines and use initiative to solve problems
- General IT skills
- Ambition to study towards professional qualifications (which we will support) to gain knowledge and understanding relevant to the position
- A Full UK Driving Licence (desirable, not essential)
The Benefits:
- Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
- Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays
- Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
- Smart Working Policy, giving you the ability to balance home and remote working
- Health Shield Cash Plan (cash back on a range of health benefits and discounts on holidays, fashion and entertainment)
- Employee Assistance Programme (24/7 confidential support for wellbeing and health)
- Paid flu jabs and eye tests
- Introductory Commission Scheme (financial reward if you refer a new client)
- Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
- Ongoing access to online training courses and materials
- Paid professional membership fees
- Charity of the Month
- Colleague of the Month
- Subsidised social events throughout the year
- Encouragement and support to develop your career further
When you’re with us... we’re with you.
About Us:
Armstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued colleagues. With approximately 800 colleagues situated across 19 offices, our people and our culture are at the heart of what we do. We recognise the unique impact we have on not only our clients, but also our colleagues, and the communities in which we operate. Our success is dependent on every colleague embracing all four of our core values: Honesty, Humanity, Trust and Passion.
The Role:
As a result of continuous growth, we are now recruiting for two Financial Planning Assistants to join our Kendal office and wider Financial Planning Service Line. The main purpose of this position is to provide first line administrative support.
Financial Planning Administrator in Kendal employer: Armstrong Watson
Contact Detail:
Armstrong Watson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Kendal
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at Armstrong Watson. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching common questions for Financial Planning Administrators. We recommend practising your answers with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've managed multiple tasks or tight deadlines in previous roles. This will demonstrate you're the perfect fit for a fast-paced environment.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Financial Planning Administrator in Kendal
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant administrative or customer service experience, especially in financial services, to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills align with what we’re looking for. Keep it friendly and professional!
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your written application is clear and concise. Avoid jargon and keep your language straightforward – we want to see your personality come through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at Armstrong Watson
✨Know Your Stuff
Before the interview, make sure you understand the role of a Financial Planning Administrator. Familiarise yourself with the responsibilities listed in the job description, like maintaining client records and liaising with life offices. This will help you answer questions confidently and show that you're genuinely interested.
✨Show Off Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. You might be asked about how you handle client queries or work within a team. Use examples from your past experiences to demonstrate your ability to communicate effectively, both verbally and in writing.
✨Be Organised and Ready
Given the fast-paced environment, it’s crucial to showcase your organisational skills. Bring a notepad or digital device to jot down important points during the interview. You could also prepare a few questions about how they manage their administrative processes, which shows you're proactive and ready to take on the role.
✨Emphasise Your Team Spirit
This position requires a dedicated team player, so be prepared to discuss how you've supported colleagues in previous roles. Share specific instances where you’ve collaborated successfully or helped out a teammate, as this will highlight your willingness to contribute to the team's success.
