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- Tasks: Provide admin support to Financial Advisors and Paraplanners in a friendly office environment.
- Company: Established financial planning firm near Bristol with a supportive team culture.
- Benefits: Salary up to £30,000, full training provided, and opportunities for career growth.
- Why this job: Join a dynamic team and kickstart your career in financial planning.
- Qualifications: Experience in financial services or administration; passion for financial planning is key.
- Other info: Office-based role with a focus on collaboration and client satisfaction.
The predicted salary is between 21600 - 36000 £ per year.
My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce. This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.
Specific Duties Include:
- Obtaining client information ensuring back office systems are up to date
- Submit and process new business ensuring clients are updated on a regular basis
- Process letters of authority
- Process client requests for income, PCLS, Bed and ISAs, withdrawals, and portfolio switches
- Maintain accurate back-office records
- Liaising with providers
The Person:
The ideal candidate will have previous experience in Financial Planning, however those with administration experience from other areas of Financial Services and a desire to move into Financial Planning will also be considered as full training can be provided.
Salary Information: Up to £30,000 depending on experience.
Contact: Karen Cummins
Reference: KC/86407
Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
Financial Planning Administrator in Bristol employer: Cavendish Maine
Contact Detail:
Cavendish Maine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector. 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 interviews by researching the company and its culture. Show them you’re not just another candidate, but someone who genuinely wants to be part of their friendly workforce.
✨Tip Number 3
Practice common interview questions related to financial planning. Being able to articulate your understanding of the role will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and processed quickly. Plus, we love seeing familiar faces!
We think you need these skills to ace Financial Planning Administrator in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight any relevant experience in financial services or administration, and don’t forget to showcase your organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in this role and how your background makes you a great fit. Keep it friendly and professional, just like us at StudySmarter.
Showcase Your Attention to Detail: In financial planning, attention to detail is key. Make sure your application is free from typos and errors. A clean, well-structured application shows that you care about the little things, which is super important in this field.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s quick and easy, and it helps us keep track of your application. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Cavendish Maine
✨Know Your Financial Stuff
Brush up on your financial planning knowledge! Even if you’re coming from a different area of financial services, understanding the basics of financial planning will show your enthusiasm and readiness to learn. Familiarise yourself with common terms and processes like PCLS and ISAs.
✨Showcase Your Admin Skills
Since this role involves a lot of administrative support, be prepared to discuss your previous admin experience. Highlight any relevant skills such as attention to detail, organisation, and your ability to manage multiple tasks efficiently. Use specific examples to illustrate your points.
✨Ask Smart Questions
Prepare some thoughtful questions to ask during the interview. This could be about the company culture, the team you'll be working with, or how success is measured in the role. It shows that you’re genuinely interested and engaged in the opportunity.
✨Be Personable and Professional
This firm values a friendly workforce, so don’t forget to let your personality shine through! While professionalism is key, being personable can help you connect with the interviewers. A warm smile and a positive attitude can go a long way in making a great impression.
