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- Tasks: Join our team to process investments, prepare reports, and liaise with clients.
- Company: We're a friendly, independent financial planning firm focused on creating a supportive environment.
- Benefits: Enjoy part-time hours, flexible work-life balance, and a close-knit team atmosphere.
- Why this job: Be part of a family feel team that values your contributions and supports your growth.
- Qualifications: 4+ years in financial planning, excellent communication skills, and proficiency in Xplan and Excel.
- Other info: This role is part-time, perfect for students or those seeking flexible work.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting for a senior Financial Planning Administrator to join an independent financial planning firm on a part time basis (3 days a week). You will be experienced within financial services. Become part of a really wonderful family feel team who offer a wonderful, supportive environment to be a part of!
Duties:
- Processing new business
- Processing investment bonds (on and offshore), ISAs, Venture, Capital Trusts, Pensions, PMI and Life related business
- Coordinate annual review packs, valuations, and policy summaries.
- Prepare reports, illustrations, and documentation as required.
- Liaise directly with clients to gather required documentation, update personal and financial details, and schedule reviews.
Experience:
- Excellent communication skills, over the phone and written
- Experience using Xplan
- Confident working with Microsoft Excel
- At least 4 years working in Financial Planning industry
For more details please apply or contact Tegan at Dynamite Recruitment.
Senior Financial Planning Administrator employer: Dynamite Recruitment Solutions Ltd
Contact Detail:
Dynamite Recruitment Solutions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with Xplan, as it's a key tool for this role. Consider taking an online course or watching tutorials to enhance your skills and demonstrate your commitment to mastering the software.
✨Tip Number 2
Brush up on your communication skills, especially over the phone. Practise clear and concise explanations of financial concepts, as you'll need to liaise directly with clients and ensure they understand their options.
✨Tip Number 3
Network within the financial services industry. Attend local events or join online forums to connect with professionals who might provide insights or even referrals to help you land this position.
✨Tip Number 4
Prepare to discuss your experience in processing various financial products like ISAs and pensions. Be ready to share specific examples of your past work that highlight your expertise and how it aligns with the job requirements.
We think you need these skills to ace Senior Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, particularly focusing on roles that involved processing investment bonds, ISAs, and pensions. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial planning and your desire to join a supportive team. Mention your communication skills and experience with Xplan, as well as your ability to liaise with clients effectively.
Showcase Relevant Experience: In your application, emphasise your 4+ years of experience in the financial planning industry. Detail your familiarity with preparing reports, illustrations, and documentation, as these are key responsibilities of the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning sector.
How to prepare for a job interview at Dynamite Recruitment Solutions Ltd
✨Showcase Your Financial Services Experience
Make sure to highlight your experience in the financial services sector during the interview. Be prepared to discuss specific roles and responsibilities you've had, especially those related to processing investment bonds, ISAs, and pensions.
✨Demonstrate Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients or colleagues in previous positions, both verbally and in writing.
✨Familiarise Yourself with Xplan
If you have experience using Xplan, be ready to discuss it in detail. If not, take some time to learn about its functionalities and how it can be beneficial in financial planning. This shows your willingness to adapt and learn new tools.
✨Prepare for Client Interaction Scenarios
Think of scenarios where you've had to liaise directly with clients. Be ready to share how you gathered documentation, updated details, and scheduled reviews. This will demonstrate your ability to handle client relationships effectively.
