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- Tasks: Support clients and manage diaries for a Senior Financial Planning Administrator.
- Company: Premier financial planning company in the UK with a strong reputation.
- Benefits: Negotiable salary, non-contributory pension scheme, and private medical insurance.
- Why this job: Join a dynamic team and make a difference in financial planning.
- Qualifications: Three years of experience and proficiency with Intelliflo or similar systems.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A premier financial planning company in the United Kingdom is seeking a Senior Financial Planning Administrator to support an Associate Director and their clients. The role involves managing diaries, ensuring efficient workflow, and providing comprehensive administrative support.
Candidates should have at least three years of experience in a similar role, excellent interpersonal skills, and proficiency with Intelliflo or similar systems.
The position offers a negotiable salary based on experience and includes various benefits such as a non-contributory pension scheme and private medical insurance.
Remote Senior Financial Planning Coordinator employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Senior Financial Planning Coordinator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions so you can showcase your skills confidently.
✨Tip Number 3
Show off your tech skills! Since proficiency with systems like Intelliflo is key, make sure you highlight any relevant experience during conversations. If you’ve used similar tools, share specific examples of how you’ve made workflows more efficient.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior Financial Planning Coordinator role. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Remote Senior Financial Planning Coordinator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Senior Financial Planning Coordinator. Highlight your relevant experience, especially those three years in a similar role, and showcase your skills with Intelliflo or similar systems.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Mention your interpersonal skills and how they can benefit our team and clients.
Showcase Your Experience: In your application, don’t just list your previous jobs. Share specific examples of how you've managed diaries and ensured efficient workflows in past roles. We love seeing real-life applications of your skills!
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 don’t miss out on any important updates from us!
How to prepare for a job interview at Attivo Group
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially if you're familiar with Intelliflo or similar systems. Be ready to discuss how you've used these tools in your previous roles and how they can benefit the team.
✨Show Off Your Interpersonal Skills
Since this role involves supporting an Associate Director and their clients, it's crucial to demonstrate your excellent interpersonal skills. Prepare examples of how you've effectively communicated with clients or colleagues in the past, showcasing your ability to build strong relationships.
✨Be Organised and Efficient
This position requires managing diaries and ensuring efficient workflow. Bring examples of how you've successfully managed multiple tasks or projects simultaneously. Highlight any tools or methods you use to stay organised and ensure everything runs smoothly.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about the team dynamics, the challenges they face, or how success is measured in this position. This not only shows your enthusiasm but also helps you gauge if it’s the right fit for you.
