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- Tasks: Support financial advisers by preparing for meetings and processing business.
- Company: A friendly financial advice business in Warrington that values development and fun.
- Benefits: Enjoy hybrid working, a discretionary bonus, health insurance, and 28 days holiday.
- Why this job: Join a supportive team with growth potential and a focus on collaboration.
- Qualifications: 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.
Decent pay, an opportunity to progress, support with exams – you\’re not asking for much.
So why does it all feel like such a battle to get where you are?
It doesn\’t have to be like that. There are businesses out there that take these things seriously. And we\’re recruiting for one.
Here they\’ll pay up to £35,000 for a senior administrator and that\’s alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you\’re getting a package above market average.
Secondly, the opportunity to advance comes as standard. But what you decide to do is down tolife you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine.
But if you do decide you want to learn new things you\’ll have the support of the business with that, exams and a pathway to where you want to go. It\’s something they\’ve done before and they will do it again.
You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for atunci the right person.
HERE\’S WHAT YOU\’LL NEED:
You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice.
You\’ll have good attention to detail and have a conscientious mindset.
Think it\’s time you get the pay and pathway you deserve? Click apply and we will be in touch.
If you don\’t have an up to date CV don\’t worry, we can come to that later.
Everyone will receive a response.
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Financial Planning Administrator employer: Exchange Street Executive Search
Contact Detail:
Exchange Street Executive Search 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 how they support advisers will help you articulate your interest and fit for the position during any discussions.
✨Tip Number 2
Network with professionals in the financial planning sector, particularly those who work with Intelligent Office or similar software. Engaging with current employees or industry contacts can provide insights into the company culture and expectations, which you can leverage in conversations.
✨Tip Number 3
Prepare to discuss your previous administration experience in detail, focusing on how it relates to supporting financial advisers. Be ready to share specific examples of how you've contributed to team success in past roles, as this will demonstrate your value to the potential employer.
✨Tip Number 4
Show enthusiasm for the company's values, such as teamwork and client service. During any interactions, express your eagerness to contribute to a supportive environment and your willingness to learn from experienced colleagues, which aligns with their ethos.
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. Mention any relevant software skills, especially if you have experience with Intelligent Office or similar tools.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company culture. Mention how your values align with their ethos of teamwork and client service, and express your eagerness to contribute to their success.
Highlight Relevant Skills: In your application, emphasise skills that are crucial for the role, such as attention to detail, communication abilities, and proficiency in processing business and liaising with clients. Use specific examples from your past experiences.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and can help keep your application top of mind.
How to prepare for a job interview at Exchange Street Executive Search
✨Show Your Administration Skills
Make sure to highlight your previous administration experience, especially within a financial planning context. Be ready to discuss specific tasks you've handled and how they relate to 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 to new technologies, as this will show your proactive attitude.
✨Emphasise Teamwork
This role is all about collaboration. Be prepared to share examples of how you've worked effectively in a team before, and how you can contribute to a supportive environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, the team you'll be working with, and the growth opportunities available. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
