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- Tasks: Assist in financial planning and provide excellent customer service to clients.
- Company: Join the fastest-growing wealth management brand in the UK.
- Benefits: Full training provided, career progression, and a supportive team environment.
- Other info: Dynamic role with potential for adviser status and ongoing support.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: NVQ Level 3 in Business Administration or pursuing Level 4 Diploma in Financial Planning.
The predicted salary is between 36000 - 60000 ÂŁ per year.
We are currently recruiting for a Financial Planning Administrator for our awardâwinning wealth management client for their Manchester office. Our client is the fastestâgrowing wealth management brand in the UK, with over ÂŁ10bn in client assets held under management from more than 17,000 clients.
Qualifications
- NVQ Level 3 in Business Administration (or equivalent) or currently pursuing a Level 4 Diploma in Financial Planning
- Good literacy and numeracy skills
- Excellent interpersonal and organisational skills
- Previous experience in a similar role preferred but not essential
Responsibilities
- Liaise with policy providers to obtain detailed information
- Obtain illustrations
- Process new business applications
- Track business applications / pipeline
- Update client database to ensure correct records are held
- Deliver excellent customer service and satisfaction at all times
My client also offers full training through to adviser status, so if you are looking to further your career in financial services please apply today.
Financial Planning Administrator in Manchester employer: Asset Recruit
Contact Detail:
Asset Recruit Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Financial Planning Administrator in Manchester
â¨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those who work at our clientâs company. A friendly chat can sometimes lead to opportunities that arenât even advertised.
â¨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.
â¨Tip Number 3
Show off your organisational skills! During the interview, share examples of how youâve managed tasks or projects in the past. This will demonstrate your ability to handle the responsibilities of the role.
â¨Tip Number 4
Donât forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the position. Plus, it keeps you on their radar!
We think you need these skills to ace Financial Planning Administrator in Manchester
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight any relevant experience, skills, and qualifications that match what we're looking for. This shows us youâre serious about the position!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background makes you a great fit. Keep it concise but engaging â we want to see your personality!
Show Off Your Skills: Donât forget to showcase your literacy and numeracy skills in your application. If you have examples of how you've used these skills in previous roles, share them with us. We love seeing real-life applications!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you donât miss out on any updates. Plus, you can check out other opportunities while youâre there!
How to prepare for a job interview at Asset Recruit
â¨Know Your Numbers
As a Financial Planning Administrator, you'll need to demonstrate strong numeracy skills. Brush up on basic financial concepts and be ready to discuss how you would handle numerical data in your role. This shows you're not just familiar with numbers but can also apply them effectively.
â¨Showcase Your Interpersonal Skills
This role requires excellent interpersonal skills, so think of examples from your past experiences where you've successfully communicated with clients or colleagues. Be prepared to share how you handled difficult conversations or built rapport with clients, as this will highlight your suitability for the position.
â¨Research the Company
Familiarise yourself with the wealth management clientâs values and recent achievements. Knowing about their growth and client base will help you tailor your answers and show genuine interest in the company. It also gives you a chance to ask insightful questions during the interview.
â¨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving and organisational skills. Think about how you would manage multiple tasks, such as liaising with policy providers while ensuring excellent customer service. Practising these scenarios can help you articulate your thought process clearly.