At a Glance
- Tasks: Provide top-notch admin support and enhance client experiences in a family-run practice.
- Company: Join a friendly, family-oriented financial planning team with a strong reputation.
- Benefits: Competitive salary, flexible hours, and a supportive work environment.
- Other info: Opportunity for growth in a dynamic and caring workplace.
- Why this job: Make a real difference in clients' lives while working in a close-knit team.
- Qualifications: Experience in financial administration and a passion for client service.
The predicted salary is between 31500 - 38500 £ per year.
Location - Wimborne Minster, Dorset (BH21)
Salary – Up to £35,000, depending on experience
Hours - Full or Part-time / In office - (Part-time candidates - minimum requirement would be 3 full days per week, with Thurs & Fri within the working days)
An exciting new opportunity has arisen for a Senior Financial Planning Administrator to join a family run practice who are an Appointed Representative of St. James’s Place Wealth Management Plc. The Practice delivers a highly tactile relationship with its clients and needs someone who can work within a small team to help enhance our proposition experience even further. Someone who can evidence ‘extra mile’ client experience will be essential. Being a family business, we pride ourselves on treating & respecting our clients as if they were part of the family.
The Role - Senior Financial Planning Administrator
You will provide efficient administrative support within our practice, in respect of business operations and the servicing of clients. You will produce relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuations, as well as processing new business documentation in accordance with the agreed service and quality standards. You will be required to handle queries from Advisers.
Senior Financial Planning Administrator employer: Burgh Recruitment Ltd
Join a dynamic team in Summertown, North Oxford, where your role as a Financial Services Administrator will be pivotal in delivering exceptional client service within a highly respected practice. Enjoy a supportive work culture that values professional growth, offers competitive salaries with bonuses, and fosters a collaborative environment among Advisers and Paraplanners, ensuring you thrive in your career while making a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Burgh Recruitment Ltd often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Burgh Recruitment Ltd.
We think you need these skills to ace Senior Financial Planning Administrator
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Burgh Recruitment Ltd and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Burgh Recruitment Ltd. A little light-heartedness can go a long way!
How to prepare for a job interview at Burgh Recruitment Ltd
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
