At a Glance
- Tasks: Support financial planners by processing new business and managing client queries.
- Company: National Chartered Accountancy firm with a focus on employee growth.
- Benefits: Starting salary up to £35,000, annual pay reviews, and hybrid working model.
- Other info: Flexible growth opportunities in a dynamic work environment.
- Why this job: Join a supportive team and enjoy a work-life balance while growing your career.
- Qualifications: Experience with Iress XPLAN and a background in financial planning required.
The predicted salary is between 28000 - 42000 £ per year.
A national Chartered Accountancy firm is looking for an Administrator to support their team of financial planners. You will handle tasks like processing new business, managing client queries, and preparing for meetings.
This role offers a starting salary of up to £35,000, annual pay reviews, and a hybrid working model. Experience with Iress XPLAN and a background in financial planning are essential. The firm promotes work-life balance and values employee growth.
Senior Financial Planning Admin - Hybrid, Flexible Growth in Preston employer: Exchange Street Claims ltd
Join a national Chartered Accountancy firm that prioritises work-life balance and employee development, offering a hybrid working model and a competitive starting salary of up to £35,000. With annual pay reviews and a supportive culture, this role as a Senior Financial Planning Admin provides an excellent opportunity for growth within a dynamic team dedicated to financial planning excellence.
Contact Details:
Exchange Street Claims ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Admin - Hybrid, Flexible Growth in Preston
✨Tip Number 1
Network like a pro! Reach out to current or former employees of the firm on LinkedIn. A friendly chat can give us insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of Iress XPLAN. We want to show that we’re not just familiar with it, but that we can use it effectively in our role.
✨Tip Number 3
Practice common interview questions related to financial planning. Let’s make sure we can confidently discuss how we handle client queries and manage new business processes.
✨Tip Number 4
Don’t forget to highlight our commitment to work-life balance during the interview. It’s important to show that we value this aspect as much as the firm does!
We think you need these skills to ace Senior Financial Planning Admin - Hybrid, Flexible Growth in Preston
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience with Iress XPLAN and any relevant financial planning background. We want to see how your skills match the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how you can contribute to our team. Keep it personal and engaging – we love a bit of personality!
Be Clear and Concise:When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, so avoid jargon and make sure your key points stand out.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Financial Planning Basics
Make sure you brush up on your financial planning knowledge, especially if you have experience with Iress XPLAN. Be ready to discuss how you've used these tools in previous roles and how they can benefit the team.
✨Showcase Your Administrative Skills
Prepare examples of how you've successfully managed client queries and processed new business in past positions. Highlight your organisational skills and attention to detail, as these are crucial for the role.
✨Emphasise Work-Life Balance
Since the firm values work-life balance, be prepared to discuss how you manage your time effectively. Share any strategies you use to maintain a healthy balance between work and personal life, showing that you align with their values.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the firm's growth and culture. Inquire about opportunities for professional development and how the team collaborates, which will demonstrate your commitment to contributing positively.
