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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 24000 - 36000 £ 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 in London 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 in London
✨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 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 its values, especially since they’re looking for someone familiar with FCA regulations. Practise common interview questions and think about how your experience aligns with what they need.
✨Tip Number 3
Show off your skills! If you’ve got experience with Intelligent Office or similar platforms, make sure to highlight that in conversations. Bring examples of how you've successfully managed administrative tasks in previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Planning Admin — Office-Based Support Specialist in London
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 Skills: Don’t forget to mention any specific tools or software you’re familiar with, like Intelligent Office. If you’ve got experience with FCA regulations, make that clear too! We’re keen on candidates who can hit the ground running.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at Cavendish Maine
✨Know Your Financial Stuff
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 genuinely interested in it.
✨Master the Admin Tasks
Familiarise yourself with the day-to-day administrative tasks mentioned in the job description. Be ready to discuss how you’ve handled similar responsibilities in the past, like processing letters of authority or liaising with clients and providers.
✨Showcase Your Tech Skills
If you have experience with Intelligent Office or similar platforms, make sure to highlight this during the interview. Discuss specific instances where you used technology to improve efficiency or accuracy in your previous roles.
✨Prepare Questions
Have a few thoughtful questions ready for your interviewer. This could be about the team dynamics, the company culture, or how success is measured in the role. It shows you’re engaged and serious about the opportunity.
