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- Tasks: Support experienced Advisers in managing client financial plans and administrative tasks.
- Company: Join a reputable independent financial advice business with ambitious growth plans.
- Benefits: Enjoy hybrid working, a competitive salary, and full study support for your Level 4 diploma.
- Why this job: Be part of a forward-thinking team that values entrepreneurial spirit and personal development.
- Qualifications: 6-12 months of experience in financial administration; knowledge of platforms like Fidelity and Aviva is a plus.
- Other info: Opportunity to grow into a Paraplanner role within a supportive environment.
The predicted salary is between 18400 - 22400 £ per year.
Basic salary + Full study support to level 4 diploma, hybrid working An exciting position has risen with my client who is an independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Berkshire and Wiltshire. The business has 3 Advisers and overall, 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k – multiple millions. The business has very ambitious plans to expand and grow organically so if you’re looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. They have no aspirations to be acquired by a national consolidator and PE firm. The Managing Director is creating a brand-new role within the business for a Financial Administrator with at least 6 – 12 months of experience. They are open to recruiting a junior candidate or an experienced individual who is well versed on end-to-end admin in a wealth planning firm. The role will be based in the office 2 or 3 days per week in Milton Keynes and you support the 2 highly established Advisers who have been in the industry for many years. You will ideally have knowledge of several platforms such as Fidelity Aviva, Royal London, Prudential etc. My client is very ope…
Financial Administrator with a route to Paraplanner, Milton Keynes, £23,000- £28,000, hybrid working employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator with a route to Paraplanner, Milton Keynes, £23,000- £28,000, hybrid working
✨Tip Number 1
Familiarize yourself with the specific platforms mentioned in the job description, like Fidelity, Aviva, and Royal London. Having a solid understanding of these systems will not only boost your confidence but also show your potential employer that you're ready to hit the ground running.
✨Tip Number 2
Network with professionals in the financial advice sector, especially those who work in independent firms. Attend local finance-related events or join online forums to connect with people who can provide insights about the company culture and expectations.
✨Tip Number 3
Research the company’s reputation and their approach to client relationships. Understanding their values and how they differentiate themselves from larger firms will help you articulate why you want to work there during any discussions.
✨Tip Number 4
Prepare to discuss your previous administrative experience in detail, focusing on how it relates to wealth planning. Be ready to share specific examples of how you've supported advisers or managed client interactions in the past.
We think you need these skills to ace Financial Administrator with a route to Paraplanner, Milton Keynes, £23,000- £28,000, hybrid working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration and any knowledge of wealth planning. Emphasize your familiarity with platforms like Fidelity, Aviva, and Royal London, as this will resonate with the employer.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their needs and your desire to grow within an entrepreneurial environment. Be specific about what excites you about the opportunity.
Showcase Your Experience: If you have 6-12 months of experience in a similar role, detail your responsibilities and achievements. Use metrics where possible to demonstrate your impact, such as improving efficiency or supporting client satisfaction.
Highlight Your Commitment to Learning: Since the position offers full study support to level 4 diploma, mention your eagerness to pursue further qualifications. This shows your commitment to professional development and aligns with the company's growth ambitions.
How to prepare for a job interview at Financial Divisions
✨Show Your Knowledge of Financial Products
Make sure to brush up on your knowledge of various financial products like pensions, investments, and tax planning. Being able to discuss these topics confidently will demonstrate your understanding of the industry and your readiness for the role.
✨Highlight Your Administrative Experience
Since the role requires end-to-end administration in a wealth planning firm, be prepared to share specific examples from your past experience. Discuss how you have successfully managed administrative tasks and supported advisers in previous roles.
✨Express Your Interest in Professional Development
The company offers full study support to level 4 diploma, so show your enthusiasm for furthering your education. Talk about your career goals and how this position aligns with your aspirations to grow within the financial services sector.
✨Demonstrate Your Teamwork Skills
As you'll be working closely with established advisers, it's important to convey your ability to collaborate effectively. Share examples of how you've worked as part of a team in the past and how you can contribute to a positive working environment.
