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- Tasks: Support wealth advisers with paraplanning and administration tasks in a dynamic London firm.
- Company: A leading financial services firm located in the heart of London.
- Benefits: Competitive salary, potential career progression, and a supportive team environment.
- Why this job: Gain valuable experience in finance and open doors to future advisory roles.
- Qualifications: Previous admin experience and Level 4 Financial Planning qualification preferred.
- Other info: Join a vibrant team with opportunities for growth and development.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a Financial Administrator for our clients based in the heart of London. You will be providing vital paraplanning and administration support to a team of wealth advisers. There is also the potential to progress into an Advisory role within the firm in the future, if that is something the candidate would want.
Responsibilities
- Provide vital paraplanning support to the team of wealth advisers
- Research products, financial planning solutions and investment strategies
- Prepare recommendation reports for client meetings
- Provide a high level of technical support
- Assist advisers with client management
- Provide advisers and clients with technical reports and information
- Ensure high worth investment transactions are carried out accurately
Experience and qualifications
- Previous administrative and paraplanning experience required
- Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate
- Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc)
- Experience of the Pension Switch market
- Experience of administration of IHT or Investment products
- Excellent IT skills and proficient in Microsoft Office
FINANCIAL ADMINISTRATOR (SJP) - LONDON in Westminster 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 ADMINISTRATOR (SJP) - LONDON in Westminster
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who work with wealth advisers. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and paraplanning. We recommend practising common interview questions and having examples ready that showcase your experience and skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Financial Administrator role. We make it easy for you to showcase your skills and experience directly to the hiring team!
We think you need these skills to ace FINANCIAL ADMINISTRATOR (SJP) - LONDON in Westminster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight your previous administrative and paraplanning experience, and don’t forget to mention any CII exam results or Level 4 qualifications you have. We want to see how your skills match what we’re looking for!
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 experience aligns with our needs. Be sure to mention your familiarity with research systems like Cashcalc and Salesforce, as this will show us you’re ready to hit the ground running.
Showcase Your Technical Skills: Since the role involves providing high-level technical support, make sure to highlight your IT skills and proficiency in Microsoft Office. If you’ve worked with investment products or the Pension Switch market, let us know! We love candidates who can bring that expertise to the table.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows us you’re keen to join the StudySmarter team!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around paraplanning and investment strategies. Familiarise yourself with the products and solutions mentioned in the job description, as well as any relevant CII qualifications you have. This will show that you're not just a candidate, but someone who understands the industry.
✨Showcase Your Tech Skills
Since the role requires familiarity with research systems like Cashcalc and Salesforce, be prepared to discuss your experience with these tools. If you’ve used similar software, mention that too! We want to see that you can hit the ground running and provide that high level of technical support.
✨Prepare for Scenario Questions
Think about potential scenarios you might face in the role, such as preparing recommendation reports or managing client relationships. Practise how you would handle these situations, as this will demonstrate your problem-solving skills and ability to support wealth advisers effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of clients they work with, or the potential for progression into an advisory role. This shows your interest in the position and helps you gauge if it’s the right fit for you.
