At a Glance
- Tasks: Support Independent Financial Advisors with client administration and financial planning tasks.
- Company: Boutique financial planning firm in Sutton Coldfield with a friendly atmosphere.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Other info: Flexible evening appointments available for applicants.
- Why this job: Join a dynamic team and help clients secure their financial futures.
- Qualifications: Experience in financial services or as an IFA Administrator is essential.
The predicted salary is between 41850 - 51150 £ per year.
Bell Cornwall Recruitment are currently searching for an experienced Junior Paraplanner or an experienced administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with a range of different products from Pensions, Investments, Protection and more.
What we're looking for:
- Previous experience working as an IFA Administrator within an Independent Financial Adviser (IFA) or financial planning firm.
- Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications.
- A good understanding of pensions, investments, ISAs and protection products.
- Excellent organisational skills and exceptional attention to detail.
- Strong communication and customer service skills.
What you'll be doing:
- Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person.
- Managing advisers' diaries and arranging client meetings.
- Preparing client meeting packs, valuations and review documentation.
- Processing new business for pensions, investments, ISAs and protection policies.
- Submitting applications and ensuring all documentation is accurate and compliant.
- Monitoring applications through to completion and keeping clients and advisers updated on progress.
- Using provider platforms to obtain valuations, process transactions, request information and service existing business.
- Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information.
- Preparing paperwork for annual reviews and ongoing client servicing.
If you are a Junior Paraplanner or if you have admin and secretarial experience in a financial services firm please apply now!
Junior Paraplanner in Sutton Coldfield employer: Bell Cornwall Recruitment Careers
Join a well-established law firm in Birmingham that values its employees and fosters a supportive work culture. With competitive salaries and opportunities for professional growth, this firm is dedicated to helping you thrive in your legal career while making a meaningful impact in family law. Enjoy the benefits of working in a collaborative environment where your expertise is valued and your contributions make a difference.
Contact Details:
Bell Cornwall Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Junior Paraplanner in Sutton Coldfield
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Bell Cornwall Recruitment Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Bell Cornwall Recruitment Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Bell Cornwall Recruitment Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Junior Paraplanner in Sutton Coldfield
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Bell Cornwall Recruitment Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Bell Cornwall Recruitment Careers how you can be a team player!
How to prepare for a job interview at Bell Cornwall Recruitment Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Bell Cornwall Recruitment Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Bell Cornwall Recruitment Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
