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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: Competitive salary, mentoring opportunities, and a chance to grow your career.
- Why this job: Make a real impact in financial planning while developing your skills and knowledge.
- Qualifications: Minimum 2 years' experience in Financial Planning and excellent communication skills.
- Other info: Opportunity to mentor colleagues and work both independently and as part of a team.
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 in Hemel Hempstead 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 in Hemel Hempstead
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for opportunities, and who knows? They might just point you towards that perfect role.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially if they’re in Dacorum. Be ready to discuss how your experience aligns with their needs, particularly your proficiency with Intelligent Office.
✨Tip Number 3
Show off your communication skills! During interviews, make sure to articulate your thoughts clearly and confidently. Remember, this role involves client liaison, so demonstrating your ability to communicate effectively is key.
✨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 in Hemel Hempstead
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’s super easy – just follow the prompts and you’ll be on your way!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge, especially if you've got experience in the field. Be ready to discuss specific cases you've worked on and how you've supported advisers in the past. This will show that you’re not just familiar with the role but also passionate about it.
✨Show Off Your Communication Skills
Since this role involves client liaison, practice articulating your thoughts clearly and confidently. You might want to prepare examples of how you've effectively communicated complex information to clients or colleagues in previous roles. This will highlight your ability to connect with others.
✨Get Familiar with Intelligent Office
If you haven’t already, take some time to get comfortable with Intelligent Office. Being able to demonstrate your proficiency during the interview can set you apart from other candidates. Maybe even mention a specific feature you’ve used that made your work easier.
✨Emphasise Teamwork and Mentoring
This position offers the chance to mentor others, so think about times when you've helped colleagues grow. Be prepared to share these experiences and how you can contribute to a positive team environment. It shows you’re not just a lone wolf but someone who values collaboration.
