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For Companies At a Glance
- Tasks: Support financial advisers and manage client relationships in a dynamic team.
- Company: Join a growing financial planning firm dedicated to exceptional client service.
- Benefits: Enjoy comprehensive training, career progression, and a great benefits package.
- Why this job: Perfect for those seeking a rewarding career in financial services with ongoing support.
- Qualifications: Experience in administration is preferred; strong communication and organisational skills are essential.
- Other info: This role offers independence while being part of a collaborative team.
The predicted salary is between 28800 - 43200 £ per year.
We are currently recruiting for a Financial Planning firm based in Alton who are looking to recruit a Financial Planning Administrator in their Chandlers Ford office.
An excellent opportunity has arisen for a financial planning administrator to work in a growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisers, liaise with providers and third parties.
You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service.
So, if you are an experienced administrator or someone who is looking to start a career in financial services this could be the role for you! You will be assigned your own bank of clients while working closely with the advisers.
This is a complex role and requires someone with excellent attention to detail and accuracy is key! They have internal procedures and service level agreements (SLAs) that must be adhered to.
While they will be part of the admin team the successful candidate will be required to work independently and under their own steam.
As a company they will provide full training, ongoing support and a chance to progress your career in financial services. They like to invest in their employees and they also offer a comprehensive benefit package.
Duties would include:
Other basic skills required:
Financial Planning Administrator - Chandlers Ford employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Chandlers Ford
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Financial Planning Administrator. Understanding the key responsibilities and the terminology used will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local events or join online forums to connect with current administrators or advisers. This can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Demonstrate your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. Be ready to discuss these experiences in detail during your interview to showcase your ability to handle the demands of the role.
✨Tip Number 4
Research the specific financial planning firm you're applying to. Understand their services, values, and client base. Tailoring your conversation to reflect your knowledge about them can set you apart from other candidates.
We think you need these skills to ace Financial Planning Administrator - Chandlers Ford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration. Emphasise your attention to detail, organisational skills, and any previous roles that involved supporting financial advisers or managing client relationships.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements of the Financial Planning Administrator role. Mention your understanding of the financial services industry and how your skills align with the duties listed in the job description.
Showcase Relevant Skills: In your application, clearly demonstrate your proficiency in tools like Word, Excel, and Outlook. Provide examples of how you've used these tools in previous roles to manage tasks efficiently.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Attention to Detail
As a Financial Planning Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your past experience where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Communication Skills
This role involves liaising with clients and financial advisers. During the interview, highlight your verbal and written communication skills by sharing instances where you effectively communicated complex information to different stakeholders.
✨Familiarise Yourself with Financial Products
Understanding products like ISAs, SIPPs, and Bonds will give you an edge. Research these terms and be ready to discuss how they relate to the role, showing your enthusiasm for the financial services sector.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready shows your interest in the role and the company. Ask about the team dynamics, training opportunities, or how success is measured in the position to demonstrate your proactive approach.
