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- Tasks: Support financial planning by analysing and inputting investment and pension data.
- Company: Respected wealth management practice in Durham with a professional support team.
- Benefits: Opportunities for career progression, structured environment, and skill development.
- Other info: Great chance to grow your career in a supportive and organised setting.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in financial services or data-heavy admin roles required.
The predicted salary is between 30000 - 40000 £ per year.
A highly respected and growing wealth management practice in Durham is seeking a detail-driven Financial Planning Administrator to join their professional support team. This is an excellent opportunity for someone who thrives in a structured, data-focused environment and enjoys working with investment and pension information.
You’ll play a key role in supporting the Advice & Guidance process by gathering, analysing and accurately inputting scheme data from a range of third-party providers. If you’re someone who loves accuracy, organisation and problem-solving, this role will suit you perfectly. Whether you’re currently in wealth management admin, pension administration, investment operations, or a similar environment, this could be a great next step. There are opportunities to progress and develop within the company long-term.
The RoleYou will be responsible for ensuring the smooth transition of client cases by:
- Requesting detailed information from investment and pension providers
- Extracting and transposing key data using both manual and automated tools
- Inputting and validating scheme information within internal systems
- Producing comparison reports and suitability documentation for adviser review
- Monitoring data accuracy and providing feedback for system improvements
- Maintaining strong communication with providers and internal teams
- Ensuring all records remain compliant, accurate and up to date
We’re looking for someone who brings:
- Experience in financial services, pensions, investments, or a similar data-heavy admin role
- Strong analytical skills and the ability to interpret complex financial information
- Excellent attention to detail and accuracy in data handling
- Confident communication skills when liaising with providers and colleagues
- Strong organisational skills and the ability to manage competing deadlines
- Good working knowledge of Microsoft Office and confidence using multiple systems
- A proactive approach to learning, development and continuous improvement
Financial Planning Administrator in Chester-le-Street employer: BMC Appointments Ltd
Contact Detail:
BMC Appointments Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Chester-le-Street
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those in wealth management. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment and pension information. We recommend creating a cheat sheet with key terms and concepts to help you feel confident when discussing your expertise.
✨Tip Number 3
Showcase your analytical skills during interviews! Bring examples of how you've successfully handled complex data in previous roles. This will demonstrate your ability to thrive in a detail-driven environment.
✨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 are proactive about their job search!
We think you need these skills to ace Financial Planning Administrator in Chester-le-Street
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in financial services, pensions, or investments, and showcase your analytical skills and attention to detail. We want to see how your background 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 this role and how your skills can contribute to our team. Be sure to mention your problem-solving abilities and your experience with data handling – we love that stuff!
Showcase Your Communication Skills: Since you'll be liaising with providers and colleagues, it's important to demonstrate your confident communication skills. Whether it's in your CV or cover letter, give examples of how you've effectively communicated in previous roles. We want to know you can keep everyone in the loop!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all your documents in one go. Plus, it shows us you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at BMC Appointments Ltd
✨Know Your Numbers
Brush up on your financial knowledge, especially around pensions and investments. Be prepared to discuss specific data points or trends in the industry, as this will show your analytical skills and understanding of the role.
✨Showcase Your Attention to Detail
Bring examples of how you've maintained accuracy in previous roles. Whether it’s through data entry or report generation, be ready to explain your process for ensuring everything is spot on.
✨Communicate Clearly
Practice articulating complex financial information in a straightforward manner. This will demonstrate your confident communication skills, which are crucial when liaising with providers and colleagues.
✨Be Organised and Proactive
Prepare a list of questions about the company’s processes and systems. Showing that you’re proactive about learning and improving will resonate well with the interviewers, as they value someone who can manage competing deadlines effectively.