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For Companies At a Glance
- Tasks: Support financial advisers with admin tasks and client communications.
- Company: Dynamite Recruitment is a dynamic firm focused on client success in financial services.
- Benefits: Enjoy a competitive salary, private medical insurance, and support for professional development.
- Why this job: Join a supportive team and grow your skills in a client-focused environment.
- Qualifications: 2 years' experience in financial services and strong communication skills required.
- Other info: Training and CPD time provided to help you excel.
The predicted salary is between 30000 - 42000 £ per year.
Dynamite Recruitment are looking for a proactive and detail-oriented Financial Planning Administrator to support a small team of financial advisers and paraplanners. This is a great opportunity for someone with experience in financial services who wants to build their knowledge and grow within a professional, client-focused environment.
Key Responsibilities
- Provide administrative support for client reviews and new business processing
- Communicate professionally with clients by phone, email, and letter
- Maintain and update client records
- Assist with preparing documentation for paraplanners, including fund switch reports and valuations
- Ensure all files are accurate and compliant with regulatory standards
- Support paraplanners with basic suitability report preparation when required
What We’re Looking For:
- At least 2 years’ experience in a financial services
- Good understanding of pensions, investments, life assurance, and mortgages
- Strong communication and organisational skills
- Proficient in Microsoft Word, with basic Excel knowledge
Benefits
- Competitive salary
- Non-contributory pension scheme
- Private medical insurance
- Support for exams and professional development
- CPD time and internal training provided
For more details please apply or contact Tegan at Dynamite Recruitment.
Financial Planning Administrator employer: Dynamite Recruitment
Contact Detail:
Dynamite Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in financial services. This will not only help you in interviews but also show your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join online forums to connect with others who can provide insights or even refer you to opportunities.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that demonstrate your organisational skills and attention to detail. Think of scenarios where you successfully managed client records or supported a team.
✨Tip Number 4
Showcase your communication skills by practising how you would explain complex financial concepts in simple terms. This is crucial for a role that involves client interaction and support.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, particularly focusing on your administrative skills and any specific knowledge of pensions, investments, life assurance, and mortgages.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive nature and attention to detail. Mention how your previous experience aligns with the responsibilities listed in the job description, and express your enthusiasm for growing within a client-focused environment.
Highlight Communication Skills: Since strong communication skills are essential for this role, provide examples in your application of how you've effectively communicated with clients in the past, whether through phone, email, or written correspondence.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Financial Planning Administrator role.
How to prepare for a job interview at Dynamite Recruitment
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of pensions, investments, life assurance, and mortgages. Being able to discuss these topics confidently will demonstrate your expertise and suitability for the role.
✨Highlight Your Administrative Skills
Prepare examples of how you've provided administrative support in previous roles. Discuss your experience with client reviews and new business processing to show that you can handle the responsibilities of the position.
✨Demonstrate Strong Communication Abilities
Since the role involves communicating with clients, practice articulating your thoughts clearly and professionally. Be ready to share examples of how you've effectively communicated with clients in the past.
✨Familiarise Yourself with Regulatory Standards
Understanding compliance is crucial in financial services. Be prepared to discuss how you've ensured accuracy and compliance in your previous work, as this will be a key aspect of the role.
