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- Tasks: Support financial advisers and clients, manage files, and process applications.
- Company: Dynamic recruitment agency in North London with a focus on growth.
- Benefits: Permanent role with opportunities for career advancement.
- Why this job: Join a supportive team and make a real difference in financial planning.
- Qualifications: Five years of experience, strong communication skills, attention to detail.
- Other info: Knowledge of Curo (Microsoft Dynamics) is a plus.
The predicted salary is between 36000 - 60000 £ per year.
A recruitment agency is seeking a skilled Financial Planning Support professional for a full-time position based in North London. The role involves acting as a key contact between advisers and clients, maintaining electronic files, and processing new business applications.
Candidates must have at least five years of relevant experience, strong communication skills, and attention to detail. Knowledge of Curo (Microsoft Dynamics) is desirable. This is a permanent role with growth opportunities.
Financial Planning Admin Specialist – North London employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Admin Specialist – North London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. Sometimes, it's all about who you know, so don't be shy!
✨Tip Number 2
Prepare for those interviews! Research common questions for Financial Planning Admin roles and practice your answers. We want you to shine when it comes to showcasing your skills and experience.
✨Tip Number 3
Show off your attention to detail! Bring examples of how you've maintained electronic files or processed applications in your previous roles. This will help you stand out as the perfect fit for the job.
✨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 to connect with us directly.
We think you need these skills to ace Financial Planning Admin Specialist – North London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning support. We want to see how your skills align with the role, so don’t be shy about showcasing your five years of experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Financial Planning Admin Specialist role. We love seeing your personality come through, so let us know what excites you about this opportunity.
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Whether it’s your CV or cover letter, clarity and professionalism are essential. We want to see how you can effectively connect with advisers and clients!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss your experience in detail, especially how you've supported advisers and clients in the past. Highlight specific examples where your attention to detail made a difference.
✨Familiarise Yourself with Curo
If you have experience with Curo (Microsoft Dynamics), be prepared to talk about it. If not, do some research! Understanding how this software works can give you an edge, so consider mentioning any similar systems you've used.
✨Practice Your Communication Skills
Since strong communication is key for this role, practice articulating your thoughts clearly. You might want to role-play common scenarios you could face as a Financial Planning Admin Specialist, like explaining complex information to clients.
✨Show Enthusiasm for Growth
This position offers growth opportunities, so express your eagerness to develop within the company. Share your career aspirations and how they align with the company's goals, showing that you're not just looking for a job, but a place to grow.
