At a Glance
- Tasks: Support Financial Planners and assist with client communications.
- Company: Award-winning company with a friendly and social team culture.
- Benefits: Competitive salary, hybrid working, birthday off, and private medical insurance.
- Other info: Great opportunities for career progression and exam support.
- Why this job: Join a supportive team and progress your career in financial planning.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 25000 - 30000 £ per year.
Due to another successful year, an award-winning company is looking to hire an IFA Administrator to support the company's Financial Planners. There is an already existing successful operations and back office team. A very friendly and social team for you to become a part of.
Location: Wilmslow, Cheshire
Salary: £25,000 - £30,000 Per Annum
Employment Type: Permanent
Benefits:
- Group DIS
- Hybrid working
- Flexible benefits
- A day off for your birthday
- Casual dress code in the office
- Access to private medical insurance
- An electric car scheme
- Group income protection, critical illness and life insurance, with more benefits
- Exam support – material and cost
- Progression into paraplanning or advise as you develop in the company
To Be Considered For This Adviser Support Opportunity:
- Financial Planning experience – investments and pensions
- Good communication skills, over phone, email and in person
- Experience in liaising with providers and clients directly to assist the advisor as required.
You will have the opportunity to work in a supportive team environment where progression is strongly supported (exam and material cost covered).
Financial Planning Administrator in Wilmslow employer: Eden Rose
Join an award-winning company in Wilmslow as a Financial Planning Administrator, where you'll be part of a friendly and social team dedicated to supporting Financial Planners. Enjoy a hybrid working model, flexible benefits, and a culture that prioritises employee growth with opportunities for progression into paraplanning or advisory roles, all while benefiting from perks like private medical insurance and a day off for your birthday.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Wilmslow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since they value a friendly team environment. Show them you’re not just about the numbers but also about fitting in with their vibe.
✨Tip Number 3
Practice your communication skills. Since this role involves liaising with clients and providers, being clear and confident in your conversations will set you apart from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Financial Planning Administrator in Wilmslow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your financial planning experience, especially with investments and pensions. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your relevant experience!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Tell us why you’re excited about the Financial Planning Administrator role and how you can contribute to our friendly team. Keep it personal and engaging – we love a bit of personality!
Show Off Your Communication Skills:Since good communication is key in this role, make sure your application reflects that. Whether it’s through clear writing or examples of how you've liaised with clients and providers, we want to see your skills in action!
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, it shows you’re keen to join our awesome team!
How to prepare for a job interview at Eden Rose
✨Know Your Financial Stuff
Brush up on your knowledge of investments and pensions. Be ready to discuss your previous experience in financial planning, as this will show you understand the role and can contribute effectively.
✨Show Off Your Communication Skills
Since good communication is key for this role, practice articulating your thoughts clearly. Prepare examples of how you've successfully liaised with clients or providers in the past, whether over the phone, via email, or in person.
✨Get Familiar with the Company Culture
Research the company’s values and team dynamics. Since they mention a friendly and social team, think about how you can demonstrate that you’d fit right in. Maybe share a personal story that highlights your teamwork skills.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the support for progression into paraplanning or advising, as this shows you're serious about your career development and interested in growing with the company.
