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- Tasks: Support financial advice and sales processes while managing client investment reviews.
- Company: Reputable financial planning firm with a focus on compliance and client service.
- Benefits: Starting salary of GBP35,000-GBP40,000, pension scheme, and ongoing training.
- Why this job: Join a dynamic team and enhance your skills in the financial services industry.
- Qualifications: Strong communication skills and knowledge of financial products required.
- Other info: Enjoy hybrid working and opportunities for professional development.
The predicted salary is between 35000 - 40000 £ per year.
A financial planning firm is seeking an experienced Financial Services Administrator to support the advice and sales process. The role involves managing client investment reviews and ensuring high standards of compliance and client service.
Candidates should possess:
- Excellent communication skills
- Strong knowledge of financial products
- Proficiency in relevant software
This position offers a starting salary between GBP35,000 and GBP40,000, along with benefits including a pension scheme and ongoing training. Hybrid working is available.
Financial Planning Admin - Hybrid, CPD & Training Support in Guildford employer: Dynamite Recruitment
Contact Detail:
Dynamite Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Admin - Hybrid, CPD & Training Support in Guildford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry. You never know who might have a lead on that perfect Financial Planning Admin role. Plus, personal referrals can really make your application stand out.
✨Tip Number 2
Prepare for those interviews! Research common questions for financial services roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your skills effectively.
✨Tip Number 3
Show off your tech skills! Make sure you're comfortable with the software commonly used in financial planning. If you’re not already familiar, consider taking a quick online course to boost your confidence and impress potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Planning Admin job. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that dream role!
We think you need these skills to ace Financial Planning Admin - Hybrid, CPD & Training Support in Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and showcases your communication skills. We want to see how your background aligns with the role, so don’t be shy about mentioning relevant software you’ve used!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Compliance Knowledge: Since compliance is key in this role, make sure to mention any relevant experience or training you have in this area. We appreciate candidates who understand the importance of high standards in client service.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Dynamite Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products before the interview. Being able to discuss various investment options and their benefits will show that you're not just familiar with the basics, but that you can add real value to the team.
✨Demonstrate Compliance Awareness
Since compliance is key in this role, be prepared to talk about your understanding of relevant regulations and how you've ensured compliance in previous positions. This will highlight your attention to detail and commitment to high standards.
✨Showcase Your Communication Skills
Excellent communication is a must for this role. Think of examples where you've effectively communicated complex information to clients or colleagues. Practising these scenarios can help you articulate your thoughts clearly during the interview.
✨Familiarise Yourself with Relevant Software
Proficiency in financial software is crucial. If you know which tools the firm uses, make sure to mention your experience with them. If not, do a bit of research on common software in the industry and be ready to discuss how quickly you can adapt to new systems.
