At a Glance
- Tasks: Provide administrative support to financial advisors and directors in a flexible role.
- Company: Exchange Street Claims Ltd, a supportive team in Bury St Edmunds.
- Benefits: Flexible hours, allowing you to balance work with life commitments.
- Why this job: Gain experience in financial planning while working with high-net-worth clients.
- Qualifications: Experience in financial planning administration and familiarity with Intelligent Office.
The predicted salary is between 15 - 20 £ per hour.
Exchange Street Claims Ltd in Bury St Edmunds is looking for a Financial Planning Administrator to provide administrative support to their IFAs and Directors. This flexible role offers 15-20 hours per week, allowing you to structure your work around life commitments.
The ideal candidate will have experience in financial planning administration and should be comfortable using Intelligent Office. You'll work with high-net-worth clients, handling more detailed cases with confidence.
Flexible Part-Time Financial Planning Assistant in Bury St Edmunds employer: Exchange Street Claims ltd
Exchange Street Claims Ltd is an excellent employer that values flexibility and work-life balance, making it an ideal choice for those seeking part-time opportunities in Bury St Edmunds. With a supportive work culture and a focus on professional development, employees are encouraged to grow their skills while working with high-net-worth clients in a dynamic environment. The company offers a unique chance to gain experience in financial planning administration, all while enjoying the benefits of a flexible schedule.
Contact Details:
Exchange Street Claims ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Flexible Part-Time Financial Planning Assistant in Bury St Edmunds
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Exchange Street Claims ltd often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Exchange Street Claims ltd.
We think you need these skills to ace Flexible Part-Time Financial Planning Assistant in Bury St Edmunds
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Exchange Street Claims ltd and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Exchange Street Claims ltd. A little light-heartedness can go a long way!
How to prepare for a job interview at Exchange Street Claims ltd
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
