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For Companies At a Glance
- Tasks: Support financial planners and manage client interactions in a dynamic environment.
- Company: A progressive financial planning firm focused on internal growth and nurturing talent.
- Benefits: Starting salary of £32,000, 10% annual bonus, 8% pension contribution, and 425 days holiday.
- Why this job: Join a supportive team where your career can flourish and you can learn from experts.
- Qualifications: Experience as an administrator in a financial planning firm; eagerness to learn is essential.
- Other info: Enjoy hybrid working, free parking, and beautiful office spaces.
The predicted salary is between 19200 - 28800 £ per year.
Job Description
- 8% employer pension contribution
- PMI
- DIS x 4
- 25 days holiday
- Once you've settled in there's hybrid working (3 days in the office)
- Free parking and beautiful offices
As for the job itself you'll work with another administrator supporting the firm's planners. These planners are highly qualified and engaged with interesting cases so you'll learn a lot too.You'll use IO, deal with clients, prepare meeting packs, submit new business etc.The firm have close to £500m AUM and 350 clients. They are independent and fiercely proud of being a smaller company (albeit one that punches above its weight). HERE'S WHAT YOU'LL NEED:You will have some experience as an administrator in a financial planning firm.IFA and IO experience is a nice to have but not essential. Platform experience is useful.You'll be conscientious and keen to learn.—————————————————————————————–Tired of the same old same old? Click apply.If you don't have a CV don't worry, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.
Administrator employer: Exchange Street Claims & Financial Services
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. You never know who might have the inside scoop on job openings 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 internal progression. Be ready to discuss how your experience aligns with their mission and how you can contribute to their success.
✨Tip Number 3
Show off your skills! If you’ve got experience with IO or platforms, make sure to highlight that during conversations. Even if it’s not essential, it could give you an edge over other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the easiest way to get your foot in the door. Plus, we promise everyone will receive a response, so you won’t be left hanging.
We think you need these skills to ace Administrator
Some tips for your application 🫡
Be Yourself: When you're writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your enthusiasm for the role and the company.
Tailor Your Application: Make sure to customise your application to highlight your relevant experience as an administrator in a financial planning firm. We love seeing how your skills align with what we’re looking for!
Keep It Clear and Concise: We appreciate a straightforward approach. Keep your application clear and to the point, focusing on your key achievements and experiences that relate to the job description.
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application, and we promise everyone will get a response, so you won’t be left hanging.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and administration. Familiarise yourself with the tools and software mentioned in the job description, like IO. This will show that you're proactive and ready to hit the ground running.
✨Show Your Enthusiasm
Let your passion for the role shine through during the interview. Talk about why you’re excited about the opportunity to work in a firm that values internal progression and nurturing. A genuine interest can set you apart from other candidates.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the team dynamics, the types of cases you'll be working on, or how the company supports professional development. It shows you're engaged and serious about the role.
✨Be Yourself
While it's important to be professional, don’t forget to let your personality shine through. The firm is looking for someone who fits into their culture, so being authentic can help them see how you would fit into their team.
