At a Glance
- Tasks: Support financial planners with admin tasks and client enquiries in a dynamic team.
- Company: Join a top 20 Chartered Accountancy firm with a focus on employee growth.
- Benefits: Starting salary up to £35,000, hybrid working, annual pay reviews, and wellbeing provisions.
- Other info: Embrace a culture of open conversations about your career aspirations.
- Why this job: Enjoy flexibility, career development, and a supportive work environment tailored to your needs.
- Qualifications: Experience with Iress XPLAN and a background in financial planning required.
The predicted salary is between 28000 - 42000 £ per year.
Salary/Rate: Starting Salary up to £35,000 + Benefits
Overview
You’re a grown up. So why doesn’t your company treat you like one? At this firm you’ll have the trust of the business to work in a way that best suits you. How? They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day. And they offer hybrid working (two days a week from home). That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. Add to that they have grown up conversations from the outset about your career aspirations. Want to take exams and move into paraplanning? No problem, it’s something they’ve done before and something they’ll do again. And they’ll be clear about what that future will look like. Want to be the best administrator you can be? No problem with that either. In short, just like they treat their clients as individuals, they treat their employees in the same way.
Package
- Starting salary of up to £35,000
- Annual pay reviews
- PMI
- Pension
- Income Protection
- Wellbeing provision
The Job
You’ll be part of a team that provides admin support to a team of eight financial planners and their clients. The job is as you’d expect covering tasks such as:
- Processing new business
- Dealing with client enquiries
- Preparing for meetings
- Chasing letters of authority
- Working with planners and paraplanners
The Company
This is a top 20, national Chartered Accountancy firm and you’ll work for their wealth arm. It’s a settled team with long-standing employees many of whom have developed through the ranks. And it’s not private equity backed providing stability.
What You’ll Need
- Experience of using Iress XPLAN and provider platforms
- Previous experience of working within a financial planning firm
- Experience of working within a strong compliance culture
Application
Ready for a grown up conversation about a grown up role? Click apply. Don’t worry if your CV isn’t up to date. Just send what you have and we’ll deal with that later. Everyone will receive a response.
Senior Financial Planning Administrator in Preston employer: Exchange Street Claims ltd
This top 20 national Chartered Accountancy firm offers a supportive and flexible work environment, allowing Senior Financial Planning Administrators to thrive with agile and hybrid working options. Employees are treated as individuals, with clear pathways for career development and opportunities to pursue further qualifications, all while enjoying a competitive salary and comprehensive benefits package. The company fosters a culture of open communication and long-term stability, making it an excellent choice for those seeking meaningful and rewarding employment.
Contact Details:
Exchange Street Claims ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator in Preston
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by researching the company culture and values. This firm values flexibility and individual growth, so think about how your own experiences align with their approach and be ready to share!
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. Focus on articulating your experience with Iress XPLAN and compliance culture, as these are key aspects they’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re all about making the process as smooth as possible, so just send what you have and we’ll sort the rest later.
We think you need these skills to ace Senior Financial Planning Administrator in Preston
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 us what makes you unique and how you can contribute to our team.
Tailor Your CV:Make sure your CV highlights your experience with Iress XPLAN and any previous roles in financial planning. We love seeing how your background aligns with what we do, so tailor it to fit the job description!
Show Your Passion:In your cover letter, express why you’re excited about this role and working with us. We appreciate candidates who are genuinely interested in growing their careers and contributing to our team’s success.
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 go ahead, hit that apply button!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of Iress XPLAN and other provider platforms. Being able to discuss your experience confidently will show that you're not just a good fit for the role, but that you’re also proactive about your skills.
✨Showcase Your Flexibility
Since the company values agile working, be prepared to discuss how you manage your time and adapt to different working environments. Share examples of how you've successfully balanced work and personal commitments in the past.
✨Prepare for Real Conversations
This firm prides itself on having grown-up conversations. Think about your career aspirations and be ready to discuss them openly. Whether you want to move into paraplanning or excel as an administrator, showing that you have a vision for your future will resonate well.
✨Demonstrate Compliance Awareness
Given the importance of compliance in this role, come prepared with examples of how you've adhered to compliance standards in previous positions. This will highlight your understanding of the industry's regulations and your commitment to maintaining high standards.
