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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, private medical, and 20 days holiday.
- 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 - 48000 £ per year.
My client are a well established Financial Planning practice based in North Bristol and are currently looking to recruit a Financial Services Administrator to join their long-standing workforce.
Responsibilities
- 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.
Qualifications
- 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.
Benefits
- Salary up to £32k depending on experience.
- Discretionary bonus.
- Pension.
- Private medical.
- Income Protection.
- 20 days holiday + Bank Holidays.
Financial Planning Administrator in London employer: Cavendish Maine
Contact Detail:
Cavendish Maine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator 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 Financial Planning Administrator 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 common questions for financial services roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your experience effectively.
✨Tip Number 3
Show off your skills! If you've got experience with Intelligent Office or any other relevant software, make sure to highlight that during interviews. We want to see how you can hit the ground running and support the team right away.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining the team at Cavendish Maine. Don’t miss out on this opportunity!
We think you need these skills to ace Financial Planning Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your relevant experience in the Financial Services sector and any familiarity with FCA regulations. 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 this role and how your background makes you a great fit. 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 one of them!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
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 serious about the role and understand the industry.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office, great! If not, take some time to learn the basics. Mentioning your familiarity with this software during the interview can give you an edge over other candidates.
✨Prepare for Administrative Scenarios
Think about the day-to-day tasks mentioned in the job description, like processing letters of authority or liaising with clients. Prepare examples from your past experience that demonstrate your ability to handle similar responsibilities effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics or how success is measured in the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
