At a Glance
- Tasks: Process new business applications and support advisers in financial planning.
- Company: A growing wealth management firm based in Bristol.
- Benefits: Competitive salary up to £32k, private medical insurance, and enhanced annual leave.
- Other info: Hybrid work model with opportunities for career growth.
- Why this job: Join a dynamic team and make a difference in clients' financial futures.
- Qualifications: Experience in financial planning and strong knowledge of pensions and investments.
The predicted salary is between 24000 - 32000 £ per year.
A growing wealth management firm in Bristol seeks a New Business Administrator for their financial planning team. This role involves processing new business applications, supporting advisers, and ensuring smooth application progression.
Candidates should have experience in financial planning, strong product knowledge in pensions and investments, and excellent organizational skills.
The firm offers a competitive salary up to £32k, along with various benefits including private medical insurance and annual leave enhancements.
New Business Administrator – Financial Planning (Hybrid WFH) in Bristol employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
StudySmarter Expert Advice🤫
We think this is how you could land New Business Administrator – Financial Planning (Hybrid WFH) in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the hunt for a New Business Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of pensions and investments, and be ready to discuss how your organisational skills can help streamline application processes. We want to see you shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for opportunities at companies that are looking for someone just like you. Tailor your approach to fit their culture and needs!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. It shows your enthusiasm for the role and keeps you on their radar as they make their decision.
We think you need these skills to ace New Business Administrator – Financial Planning (Hybrid WFH) in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in financial planning and showcases your product knowledge in pensions and investments. We want to see how your skills align with the role, so don’t hold back!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how you can support our advisers. Keep it concise but impactful – we love a good story!
Show Off Your Organisational Skills:Since this role involves processing applications and ensuring smooth progression, make sure to highlight any relevant experience that demonstrates your organisational prowess. We need someone who can keep things running smoothly!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and we can’t wait to see your application come through!
How to prepare for a job interview at Eden Rose
✨Know Your Financial Products
Make sure you brush up on your knowledge of pensions and investments. The interviewers will likely ask you specific questions about these products, so being able to discuss them confidently will show that you're well-prepared and knowledgeable.
✨Demonstrate Organisational Skills
Since this role requires excellent organisational skills, be ready to share examples from your past experiences where you successfully managed multiple tasks or projects. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly.
✨Research the Firm
Take some time to learn about the wealth management firm and its values. Understanding their approach to financial planning and how they support their advisers will help you tailor your responses and show genuine interest in the role.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the application process, and how success is measured in this role. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
