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- Tasks: Support financial advisers and manage new business cases with efficiency.
- Company: Well-established firm in Cheadle, known for its dynamic team.
- Benefits: Gain valuable experience and develop your skills in a supportive environment.
- Why this job: Join a vibrant team and make a difference in financial planning.
- Qualifications: Experience in financial administration, strong communication, and Microsoft Office skills.
- Other info: Perfect opportunity for growth in the finance sector.
The predicted salary is between 28800 - 43200 £ per year.
A recruitment agency is seeking an experienced Financial Planning Administrator for a well-established firm in Cheadle, United Kingdom. This role involves providing administrative support to financial advisers and managing new business cases efficiently.
Candidates should have:
- Excellent communication skills
- Proficiency in Microsoft Office
- Strong organizational abilities
If you have prior experience in a similar role, apply today to join a dynamic team.
Financial Planning Administrator — Client & New Business Support in Cheadle Hulme employer: Bond Recruitment Ltd
Contact Detail:
Bond Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator — Client & New Business Support in Cheadle Hulme
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for a Financial Planning Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your skills in Microsoft Office and organisation can shine through. Practise common interview questions so you can confidently showcase your experience in supporting financial advisers.
✨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 keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles like the Financial Planning Administrator. Plus, it helps us keep track of your application and get back to you faster!
We think you need these skills to ace Financial Planning Administrator — Client & New Business Support in Cheadle Hulme
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Planning Administrator. We want to see how your skills match the job description, so don’t be shy about showcasing your relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team and how your background aligns with the role. Keep it concise but engaging – we love a good story!
Show Off Your Skills: Since this role requires strong organisational abilities and proficiency in Microsoft Office, make sure to mention specific examples of how you've used these skills in your previous roles. We want to see what you can bring to the table!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures that it gets into the right hands quickly. Don’t miss out on this opportunity!
How to prepare for a job interview at Bond Recruitment Ltd
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning and administration. Be ready to discuss your previous experience in managing new business cases and how you supported financial advisers. This shows you're not just familiar with the role but also passionate about it.
✨Show Off Your Organisational Skills
Prepare examples that highlight your organisational abilities. Think of specific instances where you successfully managed multiple tasks or projects simultaneously. This will demonstrate to the interviewers that you can handle the demands of the role effectively.
✨Master Microsoft Office
Since proficiency in Microsoft Office is key, make sure you can talk about your experience with tools like Excel, Word, and PowerPoint. If you have any tips or tricks that make your work easier, share them! It shows you're proactive and tech-savvy.
✨Communicate Clearly and Confidently
Excellent communication skills are a must for this role. Practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable discussing your experiences and answering common interview questions.
