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For Companies At a Glance
- Tasks: Support financial planners and advisers with essential administrative tasks and client interactions.
- Company: Join a growing team at a reputable financial planning firm in Guildford.
- Benefits: Enjoy free parking, a company pension, life insurance, and a competitive salary.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: 5 years of admin experience in finance and working towards Level 4 Diploma.
- Other info: Dynamic role with opportunities for growth in the financial planning sector.
The predicted salary is between 36000 - 42000 £ per year.
Faith Recruitment are recruiting for a Financial Planning Administrator who holds or is working towards their Level 4 Diploma in Financial Planning to join their expanding team. This varied and fulfilling role will play a pivotal part in supporting both paraplanners and financial advisers, helping to maintain the high standards of service their clients receive. You must hold a full UK Driving License and have access to a car due to the location of the office.
Benefits:
- Free Parking
- Company Pension
- Group Life Insurance
- Competitive salary of £36,000 - £42,000
Key Responsibilities:
- Manage administrative tasks including anti-money laundering (AML) documentation, account applications, transfers, and policy changes.
- Act as a key liaison between Financial Planners, the support team, and clients.
- Maintain and update systems and records to ensure accurate and compliant data.
- Prepare client-facing materials such as reports, valuations, and meeting documentation.
- Conduct paraplanning research.
- Monitor and review the quality of administrative workflows.
Requirements:
- 5 years of administration experience within the Financial Planning industry.
- Qualified to, or actively working toward, a Level 4 Diploma in Financial Planning.
- Understanding of pensions, investments, and the use of financial planning platforms.
- Must hold a full UK Driving License and have access to a car.
Locations
Financial Planning Administrator in Guildford, Surrey employer: Faith Recruitment
Contact Detail:
Faith Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Guildford, Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry. Attend local events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Financial Planning Administrator role!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investments. Make sure you can discuss how your experience aligns with the responsibilities listed in the job description. We want you to shine when you get that interview call!
✨Tip Number 3
Showcase your skills! Create a portfolio or a presentation that highlights your administrative achievements in financial planning. This will give you an edge over other candidates and demonstrate your proactive approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Planning Administrator in Guildford, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your relevant experience, especially in administration within the financial sector, and don’t forget to mention your Level 4 Diploma progress if applicable!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your skills can support our team. Keep it concise but engaging – we want to see your personality!
Showcase Your Skills: In your application, be sure to showcase your understanding of pensions, investments, and financial planning platforms. We’re looking for someone who can hit the ground running, so let us know how you can contribute from day one.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Faith Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning platforms. Being able to discuss these topics confidently will show that you're not just qualified but genuinely interested in the field.
✨Showcase Your Admin Skills
Prepare examples from your past experience that highlight your administrative skills, especially in managing AML documentation and client-facing materials. Be ready to explain how you've maintained accuracy and compliance in your previous roles.
✨Demonstrate Teamwork
Since this role involves liaising between financial planners, support teams, and clients, think of instances where you've successfully collaborated with others. Share stories that illustrate your ability to work well in a team and support your colleagues.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows that you're engaged and serious about finding a good fit for both you and the company.
