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- Tasks: Support financial advisers and assist high-net-worth clients in their planning process.
- Company: Award-winning financial planning firm with over 30 years of experience.
- Benefits: 25 days holiday, private medical cover, and study support for chartered status.
- Why this job: Join a diverse team and gain valuable experience in the financial services industry.
- Qualifications: Customer service experience in financial services is a plus, but not essential.
- Other info: Excellent training and career progression opportunities await you.
The predicted salary is between 25000 - 34000 £ per year.
We are an award‑winning financial planning and investment company specialising in services for private clients, corporations, high‑net‑worth individuals and financial services professionals across the UK. We have supported clients for over 30 years and are market leaders in the industry.
This role is open to people from a customer/client services background in Financial Services or a similar professional services industry. You will support several highly successful advisers and their HNW clientele, becoming a vital part of the financial planning process. You will benefit from working with a highly experienced team in an environment that provides industry‑leading training and development as well as exam support towards chartered status. The firm places a strong focus on diversity and inclusion.
Benefits:- 25 days holiday + bank holidays
- 10% contributory pension
- Private Medical Cover
- 4x Life Assurance
- Study support
- Progression opportunities
- Previous experience within Financial Planning in an IFA Administrator support role is desirable but not essential
- Open to people with customer/client services experience in Financial Services or another professional services industry
- Strong communication skills
Apply today to be considered for this unique opportunity. If suitable, one of our specialist consultants will contact you to discuss the opportunity in detail prior to submitting your CV to the client.
Financial Planning Administrator in Wimborne Minster employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Wimborne Minster
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their focus on diversity and inclusion. Be ready to discuss how your customer service experience aligns with their needs and how you can support their advisers.
✨Tip Number 3
Show off your communication skills! During interviews, make sure to articulate your thoughts clearly and confidently. This role is all about supporting high-net-worth clients, so demonstrating your ability to communicate effectively is key.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, our specialist consultants are ready to help you every step of the way, making the process smoother for you.
We think you need these skills to ace Financial Planning Administrator in Wimborne Minster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planning Administrator role. Highlight any customer service experience in financial services or similar industries, as this is what we’re looking for!
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 your background makes you a great fit for our team. We love seeing genuine enthusiasm!
Showcase Your Communication Skills: Strong communication is key in this role. In your application, give examples of how you've effectively communicated with clients or colleagues in the past. This will help us see how you can support our advisers and their HNW clientele.
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 from our team!
How to prepare for a job interview at Eden Rose
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning and investment services. Familiarise yourself with key terms and concepts that are relevant to the role, such as HNW clientele and IFA administration. This will help you speak confidently about the industry during the interview.
✨Showcase Your Customer Service Skills
Since the role is open to those with a customer/client services background, be ready to share specific examples of how you've excelled in previous roles. Highlight your communication skills and how you've effectively supported clients in the past.
✨Emphasise Teamwork and Collaboration
This position involves working closely with advisers and their clients, so it's important to demonstrate your ability to work well in a team. Prepare examples of how you've successfully collaborated with others to achieve common goals in your previous jobs.
✨Express Your Commitment to Development
The company offers industry-leading training and support towards chartered status, so make sure to express your enthusiasm for professional growth. Talk about any relevant qualifications you’re pursuing or how you plan to develop your skills further in the financial services sector.