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- Tasks: Support financial advisers by preparing for meetings and processing business.
- Company: A friendly financial advice firm in Warrington with a focus on team collaboration.
- Benefits: Enjoy hybrid working, a discretionary bonus, and funding for exams.
- Why this job: Join a supportive team culture where your contributions matter and growth is encouraged.
- Qualifications: Previous administration experience in financial planning is essential; tech-savvy candidates are welcome.
- Other info: No CV needed to apply; everyone receives a response!
The predicted salary is between 28800 - 43200 £ per year.
Salary/Rate: Highly Competitive + Great Benefits
This financial advice business in Warrington offers opportunities for development, flexible working, and a fun environment.
You will report to the office manager, who is approachable and supportive. You will work alongside three talented administrators who will provide assistance as you settle in.
The company offers a healthy starting salary, along with:
- A discretionary bonus
- Hybrid working (3/2)
- 4 x DISPension – 10% employer contribution
- BUPA
- Share save
- PHI
- 28 days holiday + Bank holidays
- Free parking
There is also funding for exams, and a financial reward for every exam you pass.
You will support two advisers, preparing for client meetings, processing business, and liaising with providers/clients. The ethos of the business is that a first-class service relies on all parts of the team.
HERE'S WHAT YOU'LL NEED:
- Administration experience within a financial planning business.
- Ideally, knowledge of Intelligent Office, but strong technology skills will suffice.
We assure you that this is a business with a bright future. Click apply and we will be in touch. Don't have a CV? Don't worry, we can come to that later. Everyone will receive a response.
Financial Planning Administrator employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial planning industry, especially the role of a Financial Planning Administrator. Understanding the key responsibilities and challenges will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local events or join online forums to connect with others in the field. This can provide insights into the company culture and potentially lead to referrals.
✨Tip Number 3
Research the specific tools and software used in financial planning, such as Intelligent Office. Being knowledgeable about these systems can set you apart from other candidates and show your commitment to the role.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview. Inquiring about team dynamics, growth opportunities, and the company's approach to client service can demonstrate your genuine interest in the position and the organisation.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your administration experience specifically within a financial planning context. Emphasise any relevant skills or technologies you are familiar with, such as Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention why you are drawn to their supportive team environment and how you can contribute to their ethos of providing first-class service.
Highlight Relevant Experience: In your application, clearly outline your previous roles and responsibilities that relate to financial planning administration. Use specific examples to demonstrate your ability to support advisers and manage client interactions effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in a financial planning role.
How to prepare for a job interview at Exchange Street Claims ltd
✨Show Your Administration Skills
Make sure to highlight your previous administration experience in financial planning. Be ready to discuss specific tasks you've handled, such as preparing for client meetings or processing business, as these are key aspects of the role.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office, mention it during the interview. If not, express your willingness to learn and adapt quickly, as the team is supportive and will help you get up to speed.
✨Emphasise Teamwork
This company values collaboration, so be prepared to discuss how you work well in a team. Share examples of how you've supported colleagues in the past and contributed to a positive work environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, growth opportunities, and the support you'll receive from your colleagues. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
