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- Tasks: Support the financial planning team by managing submissions and ensuring client data accuracy.
- Company: Dynamic finance consultancy based in Fareham with a focus on detail and precision.
- Benefits: Negotiable salary, non-contributory pension, private medical insurance, and flexible working options.
- Why this job: Join a supportive team and develop your skills in a growing financial services environment.
- Qualifications: 5 GCSEs including Maths and English, plus experience in financial services.
- Other info: Great opportunity for career growth in a flexible and data-driven role.
The predicted salary is between 28800 - 43200 £ per year.
A finance consultancy in Fareham is seeking a detail-oriented Financial Planning Administrator to support the financial planning team. The role includes managing new business submissions and maintaining client data accuracy.
Applicants should possess at least 5 GCSEs including Maths and English, along with experience in financial services and strong organizational skills.
The position offers a negotiable salary based on experience, and benefits include a non-contributory pension scheme, private medical insurance, and flexible working options.
Financial Planning Administrator — Flexible, Data-Driven in Fareham employer: Attivo
Contact Detail:
Attivo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator — Flexible, Data-Driven in Fareham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the hunt for a Financial Planning Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them that you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their financial planning team.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to financial services and client data management. Being well-prepared will help you feel more confident and articulate during the interview.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Planning Administrator gig, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Financial Planning Administrator — Flexible, Data-Driven in Fareham
Some tips for your application 🫡
Show Off Your Attention to Detail: As a Financial Planning Administrator, being detail-oriented is key. Make sure your application is free from typos and errors. Double-check everything before hitting send!
Highlight Relevant Experience: We want to see your experience in financial services shine through. Be specific about your previous roles and how they relate to the responsibilities of this position. Use examples that demonstrate your organisational skills.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the job description. Mention how your skills align with the needs of our financial planning team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Attivo
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key concepts relevant to the role. Familiarise yourself with common financial terms and practices, as this will show your understanding of the industry and impress the interviewers.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational abilities. Think of specific instances where you successfully managed multiple tasks or maintained data accuracy. This will demonstrate your fit for the detail-oriented nature of the role.
✨Research the Company
Take some time to learn about the finance consultancy in Fareham. Understanding their values, services, and recent developments will help you tailor your answers and show genuine interest in the position.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This not only shows your enthusiasm for the role but also gives you a chance to assess if the company is the right fit for you.
