Financial Planning Assistant in Hemel Hempstead

Financial Planning Assistant in Hemel Hempstead

Hemel Hempstead Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist with complex financial planning administration and support the team in various tasks.
  • Company: Reputable financial planning practice based in Berkhamsted.
  • Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
  • Why this job: Join a respected firm and gain valuable experience in financial planning.
  • Qualifications: Experience in administration and a keen interest in finance.
  • Other info: Dynamic workplace with potential for career advancement.

The predicted salary is between 36000 - 60000 £ per year.

We are currently recruiting for a highly regarded Financial Planning practice who are based local to Berkhamsted. They are currently looking for a Senior Administrator to join their team. This role will include Complex NB Administration, including DB, IHT, Pension.

Financial Planning Assistant in Hemel Hempstead employer: Blakemore Recruitment

Join a highly regarded Financial Planning practice in Berkhamsted, where you will be part of a supportive and collaborative work culture that values employee growth and development. With a focus on complex administration tasks, this role offers the opportunity to enhance your skills while enjoying competitive benefits and a commitment to work-life balance, making it an excellent choice for those seeking meaningful and rewarding employment.
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Contact Detail:

Blakemore Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Assistant in Hemel Hempstead

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know about opportunities at firms like the one in Berkhamsted. A friendly chat can sometimes lead to a foot in the door.

✨Tip Number 2

Prepare for the interview by brushing up on your knowledge of complex administration tasks. Familiarise yourself with DB, IHT, and Pension processes so you can confidently discuss how your skills align with what they need.

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.

✨Tip Number 4

Apply through our website! We make it super easy for you to submit your application directly, ensuring it gets to the right people quickly. Plus, you’ll find all the latest roles listed there!

We think you need these skills to ace Financial Planning Assistant in Hemel Hempstead

Complex NB Administration
DB Administration
IHT Administration
Pension Administration
Attention to Detail
Organisational Skills
Communication Skills
Problem-Solving Skills
Time Management
Client Relationship Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Financial Planning Assistant role. Highlight any relevant experience in complex administration, pensions, or financial planning that aligns with what we’re looking for.

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 your skills can benefit our team. Keep it concise but impactful!

Showcase Your Attention to Detail: In financial planning, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best work!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!

How to prepare for a job interview at Blakemore Recruitment

✨Know Your Financial Jargon

Brush up on your financial terminology, especially around complex new business administration, defined benefits, inheritance tax, and pensions. Being able to speak confidently about these topics will show that you’re not just familiar with the role but also genuinely interested in the field.

✨Research the Company

Take some time to learn about the financial planning practice you're interviewing with. Understand their values, services, and any recent news. This will help you tailor your answers and demonstrate that you’re a good fit for their team.

✨Prepare Real-Life Examples

Think of specific instances from your past work experience where you successfully handled complex administration tasks or resolved issues related to pensions or tax. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly and effectively.

✨Ask Insightful Questions

Prepare thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, the tools they use for administration, or how they handle client relationships. This shows your enthusiasm for the role and helps you gauge if it’s the right fit for you.

Financial Planning Assistant in Hemel Hempstead
Blakemore Recruitment
Location: Hemel Hempstead
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  • Financial Planning Assistant in Hemel Hempstead

    Hemel Hempstead
    Full-Time
    36000 - 60000 £ / year (est.)
  • B

    Blakemore Recruitment

    50-100
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