At a Glance
- Tasks: Provide administrative support to Financial Planners and ensure client satisfaction.
- Company: Dynamic financial services firm based in Manchester.
- Benefits: Hybrid work model, private health, pension, and supportive team environment.
- Other info: Great opportunity for career growth in the financial sector.
- Why this job: Join a thriving team and make a difference in clients' financial journeys.
- Qualifications: GCSE Maths and English, prior admin experience, and strong communication skills.
The predicted salary is between 25000 - 35000 £ per year.
A financial services firm is seeking a talented individual to join their Financial Planning administrative team in Manchester. This role involves providing full administrative support to Financial Planners, ensuring client satisfaction through direct interactions and collaboration with operational colleagues.
Candidates should hold GCSE Maths and English, possess prior administrative experience in financial services or wealth management, and have excellent communication and organisational skills. This position offers a hybrid work model after a training period.
Financial Planning Admin - Hybrid, Private Health & Pension in Manchester employer: Evelyn Partners
Join a dynamic financial services firm in Manchester that prioritises employee well-being and professional growth. With a hybrid work model, competitive private health benefits, and a strong pension scheme, we foster a collaborative work culture where your contributions are valued. Our commitment to employee development ensures you have ample opportunities to advance your career while making a meaningful impact in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Admin - Hybrid, Private Health & Pension in Manchester
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work in admin roles. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning and administration. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your organisational skills during the interview. Bring examples of how you've managed tasks or projects in the past, especially in financial services. This will demonstrate your fit for the role!
✨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 are proactive about their job search.
We think you need these skills to ace Financial Planning Admin - Hybrid, Private Health & Pension in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your administrative experience in financial services or wealth management. We want to see how your skills match the role, so don’t be shy about showcasing your GCSE Maths and English qualifications!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Financial Planning admin team. Share specific examples of how you've ensured client satisfaction in previous roles.
Show Off Your Communication Skills:Since this role involves direct interactions with clients and collaboration with colleagues, make sure to demonstrate your excellent communication skills in your application. We love candidates who can convey their thoughts clearly and effectively!
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 – just follow the prompts!
How to prepare for a job interview at Evelyn Partners
✨Know Your Numbers
Brush up on your financial knowledge, especially around basic concepts in financial planning and wealth management. Being able to discuss these topics confidently will show that you’re not just an admin but someone who understands the industry.
✨Showcase Your Organisational Skills
Prepare examples of how you've successfully managed multiple tasks or projects in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your answers, highlighting your ability to keep things running smoothly for Financial Planners.
✨Communicate Clearly
Since this role involves direct interactions with clients and colleagues, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend to refine your communication style and ensure you come across as approachable and professional.
✨Embrace the Hybrid Model
Familiarise yourself with remote working tools and practices, as this role offers a hybrid work model. Be ready to discuss how you can maintain productivity and collaboration while working both in the office and remotely, showing that you’re adaptable and tech-savvy.
