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For Companies At a Glance
- Tasks: Support financial planners and advisers with essential administrative tasks.
- Company: Join a growing team at a reputable financial planning firm in Guildford.
- Benefits: Enjoy free parking, a company pension, and competitive salary.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: 5+ years in administration and working towards Level 4 Diploma in Financial Planning.
- Other info: Dynamic role with opportunities for professional growth and development.
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.
Financial Planning Administrator in Guildford 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
✨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 the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. We recommend role-playing with a friend or using online resources to get comfortable. The more you practise, the more confident you'll feel when it’s your turn to shine!
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your administrative experience and any relevant projects you've worked on. This can really set you apart from other candidates and give potential employers a taste of what you can bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Financial Planning Administrator in Guildford
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!
Showcase Your Skills: In your cover letter, showcase your skills that align with the key responsibilities listed in the job description. Talk about your experience with AML documentation, client-facing materials, and any paraplanning research you've conducted.
Be Clear and Concise: Keep your application clear and concise. Use bullet points where possible to make it easy for us to read through your qualifications and experiences. We love a well-structured application!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we can’t wait to see what you bring to the table!
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 high standards in your previous roles.
✨Be a Team Player
Since this role involves liaising between financial planners, support teams, and clients, demonstrate your ability to work collaboratively. Share instances where you've successfully communicated or resolved issues within a team setting.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to financial planning and how they support their staff's professional development. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.
