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- Tasks: Support financial advisors with admin tasks and client documentation.
- Company: Reputable financial planning service provider in St Helens.
- Benefits: Gain valuable experience in financial services while working part-time.
- Why this job: Join a team that values your contribution to high-quality financial planning.
- Qualifications: Experience in financial services administration and strong communication skills.
- Other info: On-site role with opportunities for professional growth.
The predicted salary is between 15600 - 24000 £ per year.
A financial planning service provider in St Helens is seeking a part-time Financial Services Administrator to support financial advisors with various administrative tasks. This includes preparing client documentation, managing correspondence, and maintaining accurate records.
The ideal candidate should have strong knowledge of financial planning processes, good analytical skills, and excellent communication abilities. Experience in financial services administration is essential.
This on-site role offers a chance to contribute to high-quality financial planning services.
Part-Time Financial Services Administrator (On-Site, St Helens) employer: DC&A Financial Planning
Contact Detail:
DC&A Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part-Time Financial Services Administrator (On-Site, St Helens)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. We all know that sometimes it’s not just what you know, but who you know that can help you land that part-time gig.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial planning processes. We want you to show off those analytical skills and communication abilities that make you the perfect fit for the role!
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the position. We love seeing candidates who are proactive!
✨Tip Number 4
Apply through our website for a smoother process! We’ve made it easy for you to submit your application and showcase your experience in financial services administration. Let’s get you that job!
We think you need these skills to ace Part-Time Financial Services Administrator (On-Site, St Helens)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills match the role, so don’t be shy about showcasing your knowledge of financial planning processes!
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 you can support our advisors. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills: Since this role involves managing correspondence, it’s crucial to demonstrate your excellent communication abilities. Whether it’s in your CV or cover letter, let us know how you effectively communicate with clients and colleagues.
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 shows you’re keen to join our team!
How to prepare for a job interview at DC&A Financial Planning
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning processes. Familiarise yourself with common terminology and practices in the industry, as this will show that you’re serious about the role and can hit the ground running.
✨Show Off Your Admin Skills
Prepare examples of how you've successfully managed administrative tasks in the past. Whether it’s preparing client documentation or maintaining records, having specific instances ready to discuss will demonstrate your experience and capability.
✨Practice Your Communication
Since excellent communication is key for this role, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so being able to communicate effectively will set you apart from other candidates.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for managing correspondence, or how they measure success in the role. This shows your genuine interest and helps you gauge if the company is the right fit for you.
