At a Glance
- Tasks: Provide top-notch admin support to a Director and manage complex client cases.
- Company: Leading Wealth Management firm known for bespoke solutions and a professional team.
- Benefits: Competitive salary, career growth, and the chance to work in Central London.
- Other info: Join an award-winning firm and progress your professional qualifications.
- Why this job: Be the essential glue in a dynamic team making a real impact in financial planning.
- Qualifications: Experience in Financial Services with strong communication skills and attention to detail.
The predicted salary is between 36000 - 44000 £ per year.
Are you a Superstar? Are you the glue that holds everything together? If so, we would like to hear from you. A new role has arisen for a skilled and experienced Senior Administrator within a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients. This role is not for the faint-hearted as this is a pivotal role within the department.
Our client is a leading Wealth Management firm. They provide specialist Pension, Tax, Estate, Protection and Investment advice to HNW clients and, due to continued success and growth, they are looking to appoint a Senior Administrator to join their team.
Your role will be to provide full administrative support to a Director. You will deal with complex and sophisticated clients, manage cases and deal with providers. You will manage the submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to. In short, you will be the glue that holds everything together!
Applications are invited from skilled Administrators with in-depth knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial.
This role will suit a skilled Administrator who is keen to be part of a highly professional team within an award-winning Holistic Financial Planning firm in Central London.
Senior Administrator - Financial Planning in London employer: Brevere Group Careers
Join a well-established Independent Financial Advisory firm in the heart of Shrewsbury, where you will be part of a friendly and professional team dedicated to securing financial futures. Enjoy a collaborative work culture that values ongoing training and professional development, alongside flexible working hours and opportunities for career progression, making it an excellent place for meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Administrator - Financial Planning in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Brevere Group Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Brevere Group Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Brevere Group Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Administrator - Financial Planning in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Brevere Group Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Brevere Group Careers how you can be a team player!
How to prepare for a job interview at Brevere Group Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Brevere Group Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Brevere Group Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
