At a Glance
- Tasks: Prepare and process client applications while maintaining accurate records.
- Company: Dynamic financial planning firm with a supportive team culture.
- Benefits: Competitive salary, hybrid working, and professional development opportunities.
- Other info: Modern office in Dorking with excellent career advancement potential.
- Why this job: Join a collaborative team and grow your career in financial services.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 28000 - 35000 € per year.
Location: Dorking, Surrey
Salary: £28,000 - £35,000 per annum
Employment Type: Permanent
Hybrid working – 1 day per week from home.
Responsibilities:
- Preparing and processing new business applications and client reviews.
- Liaising with providers and clients to obtain and update information.
- Maintaining accurate client records using CRM systems.
- Producing valuation reports and documentation for client meetings.
Qualifications and Experience:
- Previous experience in an IFA or financial planning environment.
- Knowledge of pensions and investment products.
- Excellent attention to detail and organizational skills.
- Confident communicator.
- Comfortable with Microsoft Office and Intelligent Office.
What’s on Offer:
- Competitive salary up to £35,000.
- Hybrid working – 1 day per week from home.
- Supportive and collaborative team culture.
- Opportunities for professional development and qualifications.
- Modern office in a convenient Dorking location.
Apply today if you’re ready to take the next step in your financial services career.
Financial Planning Administrator in Dorking employer: Eden Rose
Join a dynamic team in Dorking, where we prioritise a supportive and collaborative work culture that fosters professional growth. With competitive salaries and the flexibility of hybrid working, we empower our employees to thrive in their financial services careers while enjoying a modern office environment. Take advantage of our commitment to your development with opportunities for further qualifications and training.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Dorking
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work in IFAs. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investment products. We want you to feel confident discussing these topics, as they’re key in this role. Practice common interview questions with a mate!
✨Tip Number 3
Show off your organisational skills! Bring examples of how you've maintained accurate records or managed client information in previous roles. This will demonstrate your attention to detail, which is crucial for a Financial Planning Administrator.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Planning Administrator in Dorking
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in financial planning and IFA environments. We want to see how your skills match the job description, so don’t be shy about showcasing your knowledge of pensions and investment products!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Financial Planning Administrator role. We love seeing enthusiasm and a bit of personality, so let us know what excites you about this opportunity.
Show Off Your Attention to Detail:In this role, accuracy is key! When you submit your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their documents are polished and professional.
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, you’ll get to explore more about our team culture and values!
How to prepare for a job interview at Eden Rose
✨Know Your Financial Products
Brush up on your knowledge of pensions and investment products before the interview. Being able to discuss these topics confidently will show that you’re well-prepared and understand the industry.
✨Master the CRM Systems
Familiarise yourself with common CRM systems, especially Intelligent Office. If you can demonstrate your ability to maintain accurate client records and produce reports, it’ll give you a significant edge.
✨Showcase Your Communication Skills
As a confident communicator, practice articulating your thoughts clearly. Prepare examples of how you've effectively liaised with clients or providers in the past, as this is crucial for the role.
✨Attention to Detail is Key
Highlight your organisational skills and attention to detail during the interview. Bring examples of how you’ve successfully managed multiple tasks or projects, ensuring accuracy in your work.
