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- Tasks: Support Financial Planners with administrative tasks and report preparation.
- Company: Established Financial Planning practice in North Bristol.
- Benefits: Competitive salary, supportive team environment, and career development opportunities.
- Why this job: Join a respected firm and gain valuable experience in financial services.
- Qualifications: Strong organisational skills and attention to detail required.
- Other info: Long-standing workforce with a friendly and collaborative culture.
The predicted salary is between 28800 - 43200 £ 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.
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
The Role:
To support the Financial Planners and Paraplanners with day-to-day administrative tasks including:
- Processing letters of authority.
- Compiling enclosures for reports such as illustrations, key features.
Financial Planning Administrator in Winterbourne employer: Cavendish Maine
Contact Detail:
Cavendish Maine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Winterbourne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re well-established in North Bristol. Tailor your answers to show how you can support their Financial Planners and Paraplanners.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or projects that highlight your administrative abilities. This will help us see how you can hit the ground running in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Financial Planning Administrator in Winterbourne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight relevant experience and skills that match the job description, like your ability to support Financial Planners and manage administrative tasks.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how your background makes you a great fit for the team. Keep it concise but engaging!
Showcase Your Attention to Detail: In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. This shows us that you take pride in your work and understand the importance of accuracy.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture!
How to prepare for a job interview at Cavendish Maine
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning and services. Familiarise yourself with common terms and processes, like letters of authority and report compilations. This will show that you’re not just a paper pusher but someone who understands the industry.
✨Showcase Your Organisational Skills
As a Financial Planning Administrator, you'll need to juggle multiple tasks. Prepare examples from your past experiences where you successfully managed administrative duties or handled tight deadlines. This will demonstrate your ability to keep things running smoothly.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and how they support their team. This shows your genuine interest in the role and helps you gauge if it’s the right fit for you.
✨Dress the Part
First impressions matter! Dress professionally to reflect the seriousness of the financial sector. A smart outfit can boost your confidence and set a positive tone for the interview.
