At a Glance
- Tasks: Support Financial Planners and assist with client communications in a friendly team.
- Company: Award-winning financial company with a supportive and social culture.
- Benefits: Competitive salary, hybrid working, birthday off, and private medical insurance.
- Other info: Enjoy a casual dress code and access to an electric car scheme.
- Why this job: Kickstart your career in finance with strong progression opportunities into paraplanning.
- Qualifications: Experience in financial planning, good communication skills, and client liaison.
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).
Hybrid Financial Planning Administrator: Path to Paraplanner in Wilmslow employer: Eden Rose
Join an award-winning company in Wilmslow as a Hybrid Financial Planning Administrator, where you'll be part of a friendly and social team dedicated to supporting Financial Planners. With a strong focus on employee growth, we offer comprehensive benefits including exam support for your progression into paraplanning, flexible working arrangements, and a casual dress code, making it an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Financial Planning Administrator: Path to Paraplanner in Wilmslow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about letting them know you’re on the lookout for opportunities. A friendly chat can sometimes lead to job openings that aren’t even advertised!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since they pride themselves on being a friendly and social team. Think about how your experience aligns with their values and be ready to share examples that showcase your skills.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s a simple gesture that keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got all the latest job openings listed there, and it’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our awesome team!
We think you need these skills to ace Hybrid Financial Planning Administrator: Path to Paraplanner in Wilmslow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning experience, especially with investments and pensions, to show us you’re the right fit for the role.
Craft a Personal Cover Letter:Don’t just send a generic cover letter! Use this opportunity to express why you want to join our friendly team in Wilmslow. Share your passion for financial planning and how you can contribute to our success.
Show Off Your Communication Skills:Since good communication is key for this role, make sure your application showcases your ability to communicate effectively. Whether it’s through your writing style or examples of past experiences, let us see your skills shine!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the hiring process!
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 experience in financial planning, as this role requires a solid understanding of these areas. Showing that you can talk confidently about relevant topics will impress the interviewers.
✨Show Off Your Communication Skills
Since this job involves liaising with clients and providers, practice articulating your thoughts clearly. You might want to prepare examples of how you've effectively communicated in previous roles, 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 pride themselves on having 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 or social nature.
✨Prepare for Progression Questions
This role offers a path to paraplanning, so be ready to discuss your career aspirations. Think about how you can express your desire to grow within the company and how you plan to take advantage of the exam support they offer.
