Financial Planning Admin - Client-Focused Support (12-Month) in Fareham

Financial Planning Admin - Client-Focused Support (12-Month) in Fareham

Fareham Temporary 30000 - 40000 £ / year (est.) No working from home possible
Attivo Group

At a Glance

  • Tasks: Support the Associate Director team with administrative tasks and client meeting coordination.
  • Company: Join Attivo Group, a dynamic company in Fareham focused on client success.
  • Benefits: Enjoy a pension scheme, hybrid working, and a 12-month fixed-term contract.
  • Other info: Work in a collaborative environment with opportunities for professional growth.
  • Why this job: Be part of a team that values high service standards and client relationships.
  • Qualifications: Strong organisational skills and experience with Intelliflo and Microsoft Office.

The predicted salary is between 30000 - 40000 £ per year.

Attivo Group in Fareham seeks a Financial Planning Administrator to support the Associate Director team. You will manage administrative tasks, coordinate client meetings, and ensure high service standards.

The ideal candidate must have strong organisational skills, client-facing experience, and proficiency in Intelliflo and Microsoft Office applications.

This role requires working in the office a minimum of three days a week and offers a 12-month fixed-term contract with a pension scheme and hybrid working.

Financial Planning Admin - Client-Focused Support (12-Month) in Fareham employer: Attivo Group

Attivo Group is an excellent employer that prioritises employee development and a supportive work culture in Fareham. With a focus on client-centric service, employees benefit from a collaborative environment, opportunities for professional growth, and a flexible hybrid working model, all while enjoying a comprehensive pension scheme.

Attivo Group

Contact Details:

Attivo Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Planning Admin - Client-Focused Support (12-Month) in Fareham

Join Financial Networking Events

Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.

Utilise Temp Agencies Specialised in Finance

Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Attivo Group.

Connect with Alumni from Your Uni

Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.

Stay Active on Job Boards and Company Websites

Keep your eyes peeled on job boards specifically for finance roles. Companies like Attivo Group might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!

We think you need these skills to ace Financial Planning Admin - Client-Focused Support (12-Month) in Fareham

Organisational Skills
Client-Facing Experience
Proficiency in Intelliflo
Proficiency in Microsoft Office Applications
Administrative Skills
Coordination Skills
Service Standards Management

Some tips for your application 🫡

Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!

Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Attivo Group will be keen to see in your application.

Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Attivo Group. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!

Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Attivo Group confidence in your short-term commitment to the role.

How to prepare for a job interview at Attivo Group

Brush Up on Financial Regulations

Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Attivo Group.

Showcase Your Analytical Skills

Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.

Highlight Flexibility and Adaptability

For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Attivo Group that you’re a reliable team player.

Demonstrate a Willingness to Learn

In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.