At a Glance
- Tasks: Support financial planning by managing client paperwork and queries in a dynamic team.
- Company: Join Burgh Recruitment, a family-run practice under St. James's Place Wealth Management.
- Benefits: Enjoy flexible hours, competitive salary, and a supportive work environment.
- Other info: Diversity is celebrated; all backgrounds are encouraged to apply.
- Why this job: Be part of a close-knit team that values client relationships and personal growth.
- Qualifications: Strong admin skills, IT proficiency, and excellent communication are essential.
The predicted salary is between 18800 - 25200 £ per year.
Overview
Be among the first 25 applicants. This range is provided by Burgh Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Salary: £22,000 to £30,000 per annum, depending on experience*
Hours: Full or Part Time (*Salary will be on a pro rata basis for Part Time candidates)
The opportunity
An exciting new opportunity has arisen for a Financial Planning Administrator to join a family run practice of Andrew David Associates, an Appointed Representative of St. James’s Place Wealth Management Plc.
Andrew David Associates delivers a highly tactile relationship with its clients and needs someone who can work within our small and dedicated team to help enhance their proposition experience even further. Someone who can evidence ‘extra mile’ client experience will be essential.
Our practice is located in The Market House, Cornmarket, in the beautiful Town of Wimborne, and is situated close to the Wimborne Minster.
Being a family business, we pride ourselves on treating & respecting our clients as if they were part of the family.
The role - Financial Planning Administrator
- You will provide efficient administrative support within our practice in Wimborne, in respect of the business generated, and the servicing of existing clients. You will produce all the relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations, and valuations, as well as processing all new business documentation in accordance with the agreed service and quality standards.
- You will be required to handle queries from clients, third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.
The person - Financial Planning Administrator
- You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, have excellent IT skills and be a strong communicator.
- As you will have contact with clients, it is essential that you are professional and confident in dealing with clients and third parties, have excellent communication skills, and can work with total discretion.
- Ideally, you have been working within an IFA or Wealth Management environment or Financial Services industry experience, or you may have transferable skills from a similar professional environment.
How to apply
Please apply via the Burgh Recruitment website, who will be in contact with you in due course. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
All information you send to us will be kept in line with current data protection requirements. Andrew David Associates is committed to equality and values diversity in our team. We welcome and encourage applications from people of all backgrounds.
We reserve the right to close this job vacancy prior to the advertised closing date, if we feel we have found a suitable candidate. We look forward to receiving your application.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £198.5bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Administrative and Finance
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Financial Planning Administrator in Wimborne Minster employer: Burgh Recruitment
Join a dynamic and supportive team at a leading Partner Practice of St. James's Place Wealth Management in Gravesend, where your contributions as a Senior Administrator will be valued and rewarded. With a highly competitive salary, excellent benefits, and a focus on professional development, this role offers a unique opportunity to grow within a fast-paced environment that prioritises client service excellence and innovative solutions. Experience a collaborative work culture that encourages proactive ideas and fosters career advancement, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Wimborne Minster
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Burgh Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Administrator in Wimborne Minster
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Burgh Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Burgh Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Burgh Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Burgh Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Burgh Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Burgh Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
