Financial Planning Admin Specialist (Office-Based) in Corsham

Financial Planning Admin Specialist (Office-Based) in Corsham

Corsham Full-Time 26000 - 30000 £ / year (est.) No working from home possible
Ellis James Partners Ltd

At a Glance

  • Tasks: Provide essential admin support in financial planning and manage client cases.
  • Company: Ellis James Partners Ltd, a reputable firm in financial services.
  • Benefits: Salary between £26,000 - £30,000, with professional development opportunities.
  • Other info: Full-time office-based role with a focus on organisation and teamwork.
  • Why this job: Join a structured environment and grow your career in financial services.
  • Qualifications: Experience in administration within financial services and strong communication skills.

The predicted salary is between 26000 - 30000 £ per year.

Ellis James Partners Ltd is hiring a Technical Administrator in Corsham, offering a salary between £26,000 - £30,000. This office-based role involves providing core administrative support in financial planning.

You’ll manage client cases, maintain accurate records, and support advisers throughout the application process. A background in administration within financial services is preferred, along with strong organisation and communication skills.

This full-time position offers a structured environment with opportunities for professional development.

Financial Planning Admin Specialist (Office-Based) in Corsham employer: Ellis James Partners Ltd

Ellis James Partners Ltd is an excellent employer, providing a supportive and structured work environment in Corsham that fosters professional growth and development. With a focus on teamwork and collaboration, employees benefit from ongoing training opportunities and a culture that values communication and organisation, making it an ideal place for those looking to advance their careers in financial services.

Ellis James Partners Ltd

Contact Details:

Ellis James Partners Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Planning Admin Specialist (Office-Based) in Corsham

Tip Number 1

Network like a pro! Reach out to people in the financial services sector, especially those who work at Ellis James Partners Ltd. A friendly chat can sometimes lead to job opportunities that aren’t even advertised.

Tip Number 2

Prepare for the interview by researching common questions for financial planning roles. We recommend practising your answers with a friend or in front of the mirror to boost your confidence and ensure you shine during the real deal.

Tip Number 3

Showcase your organisational skills! During interviews, share specific examples of how you've managed client cases or maintained records in previous roles. This will demonstrate your fit for the Technical Administrator position.

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 the initiative to connect directly with us.

We think you need these skills to ace Financial Planning Admin Specialist (Office-Based) in Corsham

Administrative Support
Financial Planning
Client Case Management
Record Keeping
Communication Skills
Organisation Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your experience in financial services administration. We want to see how your skills match the role, so don’t be shy about showcasing relevant achievements!

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 Admin Specialist role. We love seeing your personality and passion come through.

Showcase Your Organisation Skills:Since this role involves managing client cases and maintaining records, make sure to mention any tools or methods you use to stay organised. We appreciate candidates who can keep things running smoothly!

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’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at Ellis James Partners Ltd

Know Your Financial Stuff

Brush up on your financial planning knowledge before the interview. Understand the basics of financial services and be ready to discuss how your previous experience aligns with the role. This will show that you’re not just a good administrator, but also someone who understands the industry.

Showcase Your Organisation Skills

Since this role requires strong organisation skills, prepare examples from your past work where you successfully managed multiple tasks or client cases. Be specific about the tools or methods you used to stay organised, as this will demonstrate your ability to handle the responsibilities of the job.

Communicate Clearly

Effective communication is key in this role. Practice articulating your thoughts clearly and concisely. During the interview, make sure to listen carefully to questions and respond thoughtfully. This will highlight your communication skills and show that you can support advisers effectively.

Ask Insightful Questions

Prepare some thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, professional development opportunities, or specific challenges the company faces in financial planning. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.