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- Tasks: Manage post-sale administration and support financial advisers in a dynamic environment.
- Company: Reputable financial planning practice in Dacorum with a strong team culture.
- Benefits: Opportunity to mentor colleagues and develop your career in finance.
- Why this job: Make a real impact in financial planning while enhancing your skills.
- Qualifications: Minimum 2 years' experience in Financial Planning and excellent communication skills.
- Other info: Work independently and collaboratively, ensuring regulatory compliance.
The predicted salary is between 36000 - 60000 £ per year.
A reputable financial planning practice in Dacorum is seeking a Senior Administrator to manage post-sale administration and support financial advisers. The ideal candidate has a minimum of 2 years' experience in a Financial Planning environment, proficiency with Intelligent Office, and excellent communication skills.
Responsibilities include:
- Client liaison
- Preparing case information
- Ensuring regulatory compliance
This role offers the opportunity to mentor colleagues and work both independently and as part of a team, contributing significantly to the financial planning process.
Financial Planning Administrator — Complex Case Support employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator — Complex Case Support
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at reputable firms. A friendly chat can sometimes lead to a job offer before it even hits the job boards.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Intelligent Office and the latest trends in financial planning. We want you to shine when discussing how your experience aligns with the role, so practice articulating your thoughts clearly and confidently.
✨Tip Number 3
Showcase your communication skills! During interviews, be sure to demonstrate your ability to liaise with clients effectively. Share examples of how you've handled client interactions in the past, as this will highlight your fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Planning Administrator — Complex Case Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant skills, like your proficiency with Intelligent Office. We want to see how your background aligns with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can support our advisers. We love seeing personality, so let your enthusiasm come through!
Showcase Communication Skills: Since this role involves client liaison, make sure to highlight your communication skills in both your CV and cover letter. We’re looking for someone who can connect with clients and colleagues alike, so share examples of how you’ve done this in the past.
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 shows you’re keen on joining our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of financial planning concepts and regulations. Familiarise yourself with Intelligent Office, as it’s a key tool in the role. Being able to discuss your experience and how you've used these tools will show you're ready for the job.
✨Show Off Your Communication Skills
Since this role involves client liaison, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated with clients or colleagues in the past. This will demonstrate your ability to handle client interactions smoothly.
✨Prepare for Case Scenarios
Think about potential case scenarios you might encounter in the role. Be ready to discuss how you would prepare case information and ensure compliance. This shows that you’re proactive and understand the complexities of the job.
✨Highlight Your Team Spirit
Even though the role requires independent work, emphasise your ability to collaborate and mentor others. Share experiences where you’ve worked as part of a team or helped colleagues grow. This will illustrate that you can contribute positively to the team dynamic.
