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- Tasks: Support Financial Planners with administrative tasks and client correspondence.
- Company: Established Financial Planning practice in North Bristol.
- Benefits: Salary up to £32k, discretionary bonus, pension, and private medical.
- Why this job: Join a supportive team and gain valuable experience in the financial services sector.
- Qualifications: Experience in Financial Services and familiarity with FCA regulations required.
- Other info: Office-based role with opportunities for career growth.
The predicted salary is between 27600 - 38400 £ per year.
My client is a well-established Financial Planning practice based in North Bristol and is currently looking to recruit a Financial Services Administrator to join their long-standing workforce.
The Role:
- To support the Financial Planners and Paraplanners with day-to-day administrative tasks including:
- Processing letters of authority.
- Compile enclosures for reports such as illustrations, key features and applications and send out client correspondence as needed.
- Request quotations on-line through various provider systems, as well as telephone and email.
- Liaison with providers, third parties and clients (via email, letter or telephone).
- Process switches, transfers, withdrawals and retirement benefits (including income drawdown) using all provider platforms.
- Process new business from proposal to policy document stage.
- Request investment valuations.
- Write post review letters.
This is an office-based role.
The Candidate:
- The successful candidate will have previous experience working within the Financial Services sector, ideally within a Financial Planning practice, and be familiar with FCA regulations.
- Experience using Intelligent Office would be advantageous.
Salary: Up to £32k depending on experience.
Benefits:
- Discretionary bonus
- Pension
- Private medical
- Income Protection
- 20 days holiday + Bank Holidays
Reference: KC/100285
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 Admin — Office-Based Support Specialist employer: Cavendish Maine
Contact Detail:
Cavendish Maine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Admin — Office-Based Support Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Financial Planning Admin role. 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 those interviews! Research the company and brush up on your knowledge of FCA regulations and Intelligent Office. Being well-informed will show that you're serious about the role and ready to hit the ground running.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. It shows your enthusiasm for the position and keeps you on their radar as they make their decision.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Financial Planning Admin — Office-Based Support Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning sector. Highlight any relevant experience you have, especially in administrative roles within financial services. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for the role. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so show us you’re meticulous!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Cavendish Maine
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services and FCA regulations. Being able to discuss these topics confidently will show that you're not just familiar with the industry, but that you’re also serious about the role.
✨Master the Admin Tasks
Familiarise yourself with the day-to-day administrative tasks mentioned in the job description. Think about how you would handle processing letters of authority or liaising with clients and providers. Prepare examples from your past experience that demonstrate your skills in these areas.
✨Practice Your Communication Skills
Since this role involves a lot of communication via email, letter, and phone, practice articulating your thoughts clearly. You might even want to do a mock interview with a friend to get comfortable with discussing your experiences and answering questions.
✨Show Enthusiasm for the Role
Employers love candidates who are genuinely excited about the position. Be prepared to explain why you want to work in financial planning and what attracted you to this specific company. A little enthusiasm can go a long way!
