At a Glance
- Tasks: Support Financial Advisors with admin tasks and client queries in a friendly team.
- Company: Established financial planning firm in Swindon with a supportive culture.
- Benefits: Up to £30k salary, 21 days holiday, 5% pension, and training provided.
- Other info: Join a dynamic team with opportunities for growth and development.
- Why this job: Kickstart your career in financial planning with full training and real impact.
- Qualifications: Experience in financial planning or administration; passion for finance is key.
The predicted salary is between 30000 - 30000 € per year.
My client is a well-established financial planning firm in Swindon that is looking to recruit an IFA Administrator to join their long-standing, friendly workforce. This is a full-time 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 recommendations.
- Using quotation systems for Mortgage, Protection, Investment products.
- Producing suitability letters and reports requested by the Adviser.
- O&M Research.
- Buy/Sell upon client/adviser instruction.
- Handling of Deaths, Wills/Executors etc.
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 £30k depending on experience.
Benefits include:
- 21 days holiday
- 5% pension
- 4 x DIS
Contact: Karen Cummins
Reference: KC/103627
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 Swindon employer: Cavendish Maine
Join a well-established financial planning firm in Swindon, where you will be part of a friendly and supportive team dedicated to your professional growth. With comprehensive training provided for those new to financial planning, competitive salary up to £30k, generous holiday allowance, and a strong pension scheme, this role offers a rewarding career path in a collaborative work environment that values employee development.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Swindon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector. A friendly chat can lead to opportunities that aren’t even advertised yet. Don’t be shy, we all love a good natter!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills fit into their team. We want you to shine, so practice common interview questions and have your own ready to go!
✨Tip Number 3
Show off your skills! If you’ve got experience with financial planning tools or software, make sure to highlight that in conversations. We know it’s important, and so do employers, so let’s make it known!
✨Tip Number 4
Apply through our website! It’s super easy and ensures your application gets seen by the right people. Plus, we’re always on the lookout for passionate candidates like you, so don’t miss out!
We think you need these skills to ace Financial Planning Administrator in Swindon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Administrator role. Highlight any relevant experience you have, especially 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. Be genuine and let your personality come through – we love to see enthusiasm!
Be Clear and Concise:When filling out your application, keep your answers clear and to the point. Avoid jargon unless it’s relevant to the role. We appreciate straightforward communication, so make it easy for us to see your qualifications.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role right there!
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 client meetings, suitability letters, and the various products you'll be dealing with. This will show that you're genuinely interested and ready to contribute.
✨Prepare for Common Questions
Think about the types of questions you might be asked, especially around your experience in administration and how it relates to financial planning. Be ready to discuss how you've handled client queries or processed applications in the past. Practising your answers can help you feel more confident.
✨Showcase Your Organisational Skills
As an IFA Administrator, organisation is key. Prepare examples of how you've managed multiple tasks or projects simultaneously. Highlight any tools or systems you've used to stay organised, as this will demonstrate your ability to handle the demands of the role.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, training opportunities, or the firm's approach to client relationships. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.
