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- Tasks: Support Financial Advisors with admin tasks and client queries in a friendly office environment.
- Company: Established financial planning firm near Bristol with a supportive team culture.
- Benefits: Salary up to £30,000, 21 days holiday, 5% pension, and training provided.
- Other info: Great opportunity for career growth in a dynamic and welcoming workplace.
- Why this job: Kickstart your career in financial planning with full training and real-world experience.
- Qualifications: Experience in financial planning or administration; passion for finance is key.
The predicted salary is between 30000 - 30000 £ 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:
- Preparing relevant paperwork for client meetings.
- Submitting online applications.
- Processing business and submitting to providers.
- Dealing with client queries.
- Collating research for recommendation.
- Using quotation systems for Mortgage, Protection, Investment products.
- Producing suitability letters and reports requested by the Adviser.
- O&M research.
- Buying/selling upon client/adviser instruction.
- Handling of Deaths, Wills/Executors etc.
The Candidate:
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. 21 days holiday, 5% pension, 4 x DIS.
Locations
Financial Planning Administrator in Newport, Wales employer: Cavendish Maine
Contact Detail:
Cavendish Maine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Newport, Wales
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they pride themselves on being a friendly workforce. Think about how your skills can support their Financial Advisors and Paraplanners, and be ready to share examples from your past experiences.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Financial Planning Administrator role. Plus, it’s a great way to show your commitment to joining our team and getting involved in the financial planning world.
We think you need these skills to ace Financial Planning Administrator in Newport, Wales
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 mention your skills that align with the job description!
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-organised application reflects your ability to handle important paperwork accurately.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s quick and easy, and ensures your application goes directly to us. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Cavendish Maine
✨Know Your Financial Stuff
Brush up on your financial planning knowledge! Familiarise yourself with key terms and processes related to the role, like suitability letters and quotation systems. This will show that you're not just interested in the job, but that you understand the industry.
✨Prepare for Common Questions
Think about the types of questions you might be asked, especially around client queries and administrative tasks. Practise your responses so you can articulate your experience clearly, even if it’s from a different area of financial services.
✨Showcase Your Organisational Skills
As an IFA Administrator, organisation is key. Be ready to discuss how you manage your time and prioritise tasks. You could even share examples from past roles where your organisational skills made a difference.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Ask about the team dynamics or how they support ongoing training. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.