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 £35,000, 10% annual bonus, 8% pension contribution, and 25 days holiday.
- Other info: Enjoy hybrid working, free parking, and a supportive team atmosphere.
- Why this job: Join a company that values your career journey and offers real opportunities for progression.
- Qualifications: Experience as an administrator in a financial planning firm with IFA and IO knowledge.
The predicted salary is between 35000 - 35000 £ per year.
Some firms don't even know what a career journey is, never mind put one in place. So you get stuck, in a rut, doing the same old, same old. Year after year. Not here. Here you'll join as an administrator to replace someone who is moving into a paraplanning job. And they're replacing a paraplanner who has become a financial planner. What does that tell you? This is a business where internal progression and nurturing are core values. Where actions speak louder than words.
You'll be looked after in other ways too. Starting salary is to £35,000 plus you qualify for the company's bonus scheme. This typically means a 10% annual bonus every year. Alongside that you get:
- 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 be an experienced administrator in a financial planning firm. IFA and IO experience is 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.
Financial Planning Administrator in Wetherby employer: Exchange Street Claims & Financial Services
Join a dynamic and nurturing environment where your career journey is valued and internal progression is a reality. With a competitive starting salary of up to £35,000, an annual bonus scheme, generous pension contributions, and the flexibility of hybrid working, this independent firm offers a supportive culture that prioritises employee growth and development. Enjoy beautiful office spaces, free parking, and the opportunity to work alongside highly qualified planners on engaging cases, making this an excellent place for meaningful and rewarding employment.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Wetherby
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. You never know who might have a lead on that perfect role 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 goals.
✨Tip Number 3
Show off your skills! If you’ve got IFA and IO experience, make sure to highlight it in conversations. Use examples from your past roles to demonstrate your expertise and how you can contribute.
✨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 love hearing from enthusiastic candidates who are ready to take the next step in their career.
We think you need these skills to ace Financial Planning Administrator in Wetherby
Some tips for your application 🫡
Show Your Experience:Make sure to highlight your experience as an administrator in a financial planning firm. We want to see how your background aligns with the role, so don’t hold back on those relevant skills and experiences!
Be Yourself:We’re looking for someone who’s conscientious and eager to learn. Let your personality shine through in your application! Share what makes you unique and why you’re excited about this opportunity.
Keep It Clear and Concise:When writing your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point. This helps us understand your qualifications quickly and easily.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we promise everyone will get a response!
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge before the interview. Familiarise yourself with terms like IFA, IO, and platform experience. Being able to discuss these confidently will show that you're not just an administrator but someone who understands the industry.
✨Show Your Progression Mindset
Since this company values internal progression, be ready to talk about your career aspirations. Share how you see yourself growing within the firm and what steps you’re willing to take to get there. This will demonstrate that you’re not just looking for a job, but a long-term career.
✨Prepare Questions About the Role
Think of insightful questions to ask during the interview. Inquire about the types of cases you'll be working on or how the team collaborates. This shows your genuine interest in the role and helps you gauge if it’s the right fit for you.
✨Highlight Your Conscientious Nature
Be prepared to give examples of how you've been conscientious in your previous roles. Whether it's attention to detail in preparing meeting packs or managing client communications, showcasing your reliability will resonate well with the interviewers.
