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- Tasks: Prepare financial reviews and manage client cases with precision.
- Company: Dynamic recruitment agency in Newton le Willows.
- Benefits: Career progression opportunities and paraplanning responsibilities.
- Why this job: Join a professional environment where your skills can shine and grow.
- Qualifications: Experience in Wealth Management, strong numeracy, and IT proficiency.
- Other info: Perfect for confident self-starters looking to make an impact.
The predicted salary is between 30000 - 42000 £ per year.
A recruitment agency seeks a Technical Administrator / Financial Report Writer in Newton le Willows. This role involves preparing client financial reviews, managing cases, and collating information.
Ideal candidates will have:
- Experience in a Wealth Management environment
- Strong numeracy skills
- Proficiency with IT
Opportunities for career progression and paraplanning responsibilities are available. A confident and self-starting individual will thrive in this professional environment.
Financial Reports Pro — Technical Administrator (In-Office) in Newton-le-Willows employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Reports Pro — Technical Administrator (In-Office) in Newton-le-Willows
✨Tip Number 1
Network like a pro! Reach out to your connections in the Wealth Management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your financial knowledge and IT skills. Be ready to discuss how your experience aligns with the responsibilities of a Technical Administrator. Confidence is key, so practice makes perfect!
✨Tip Number 3
Showcase your numeracy skills! Bring examples of your past work where you've successfully managed financial reports or client reviews. This will demonstrate your capability and give you an edge over other candidates.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you a better chance of standing out. Let’s get you started on this exciting journey!
We think you need these skills to ace Financial Reports Pro — Technical Administrator (In-Office) in Newton-le-Willows
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in a Wealth Management environment. We want to see how your skills align with the role, so don’t be shy about showcasing your numeracy and IT proficiency!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Technical Administrator role. Share specific examples of your past work that relate to preparing financial reviews and managing cases.
Showcase Your Confidence: We’re looking for self-starters who can thrive in a professional environment. In your application, let us know how you’ve taken initiative in previous roles and how you handle challenges with confidence.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your application and get you one step closer to joining our team!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics and reports. Familiarise yourself with common financial terms and concepts relevant to wealth management, as this will show your expertise and confidence in the field.
✨Showcase Your IT Skills
Since proficiency with IT is crucial for this role, prepare to discuss specific software or tools you’ve used in previous positions. Bring examples of how you've leveraged technology to improve efficiency or accuracy in financial reporting.
✨Prepare for Case Management Questions
Think about your past experiences managing cases and be ready to share specific examples. Highlight your organisational skills and how you ensure that all client information is collated accurately and efficiently.
✨Demonstrate Your Self-Starter Attitude
This role requires a confident and proactive individual. Be prepared to discuss instances where you took the initiative in your previous roles, whether it was leading a project or finding solutions to challenges without being prompted.
