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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 Role
- 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
About You
- 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 England employer: BMC Recruitment Group Ltd
Contact Detail:
BMC Recruitment Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in England
✨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 might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning and data handling. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like reports or data analyses, to demonstrate your attention to detail and analytical prowess during interviews. This will help you stand out from the crowd.
✨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 England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your analytical skills and any relevant experience in financial services or data-heavy admin roles. We want to see how you fit into our structured, detail-driven environment!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our needs. Don’t forget to mention your problem-solving skills and attention to detail – we love that!
Showcase Your Tech Skills: Since the role involves using various systems and tools, make sure to mention your proficiency with Microsoft Office and any other relevant software. If you've used automated tools for data handling, let us know – it could give you an edge!
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 proactive and keen to join our team!
How to prepare for a job interview at BMC Recruitment Group Ltd
✨Know Your Numbers
Brush up on your financial knowledge, especially around pensions and investments. Be prepared to discuss specific data handling experiences and how you've ensured accuracy in previous roles. This will show that you understand the importance of detail in this position.
✨Showcase Your Analytical Skills
Prepare examples of how you've analysed complex financial information in the past. Think about times when your analytical skills led to improved processes or solutions. This will demonstrate your capability to thrive in a data-focused environment.
✨Communicate Clearly
Practice articulating your thoughts clearly and confidently. Since the role involves liaising with providers and internal teams, being able to communicate effectively is crucial. Consider doing mock interviews with a friend to refine your delivery.
✨Be Organised and Proactive
Show that you can manage competing deadlines by discussing your organisational strategies. Bring up any tools or methods you use to stay on top of tasks. This will highlight your proactive approach to learning and continuous improvement, which is key for this role.