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For Companies At a Glance
- Tasks: Support Financial Planners and Paraplanners with client tasks and administrative duties.
- Company: Join a boutique financial planning practice in Leighton Buzzard, known for its personalised service.
- Benefits: Enjoy a collaborative work environment and opportunities for professional growth.
- Why this job: Be part of a dynamic team that values accuracy and client satisfaction while making a real impact.
- Qualifications: 3+ years of industry experience, strong attention to detail, and proficiency in Microsoft Office.
- Other info: Experience with CRM portals like Intelligent Office is a plus.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a boutique financial planning practice based in Leighton Buzzard who are looking for a Senior Financial Planning Assistant to join their team.
The Senior Financial Planning Assistant works alongside the Financial Planners / Paraplanners in order to provide administrative support to productive Wealth Managers and their clients.
Job Duties
The above key responsibilities/accountabilities describe the general duties of the role and does not preclude other duties which are necessary for the efficient service delivery of the business in meeting its objectives.
Essential Skills
Desirable Skills and Qualifications
Senior Financial Planning Assistant employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Assistant
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance-related events or join online forums to connect with people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with Intelligent Office, as it's mentioned in the job description. If you haven't used it before, consider watching tutorial videos or reading up on its features to demonstrate your initiative and readiness to hit the ground running.
✨Tip Number 3
Prepare to discuss your experience in client-focused roles during the interview. Think of specific examples where you've successfully managed client relationships or resolved issues, as this will showcase your ability to thrive in a team environment.
✨Tip Number 4
Brush up on your knowledge of financial products and services. Being able to speak confidently about buy, sell, switch, and rebalance trades will show that you're not only familiar with the tasks but also passionate about the industry.
We think you need these skills to ace Senior Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and administration. Emphasise your attention to detail, time management skills, and any specific software knowledge, such as Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your client-focused approach and how your previous experience aligns with the responsibilities outlined in the job description.
Highlight Relevant Experience: In your application, clearly outline your minimum of 3 years of industry experience. Provide examples of how you've successfully supported financial planners or paraplanners in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A high standard of accuracy is crucial in this role, so ensure your application reflects that.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Terminology
Make sure you're familiar with key financial terms and concepts relevant to the role. This will not only help you answer questions confidently but also demonstrate your expertise in the field.
✨Showcase Your Attention to Detail
Given the importance of accuracy in this role, be prepared to discuss examples from your past experience where your attention to detail made a significant impact. Highlight any specific tools or methods you used to ensure precision.
✨Demonstrate Client-Focused Mindset
Prepare to share instances where you've gone above and beyond for clients. This could include how you handled difficult situations or how you ensured client satisfaction, as this role requires a strong client-focused approach.
✨Be Ready for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to prioritise tasks under pressure. Think of examples where you successfully managed multiple responsibilities and how you approached those challenges.
