At a Glance
- Tasks: Join a vibrant team to assist financial advisers and deliver top-notch client service.
- Company: A growing financial adviser practice with a supportive and dynamic environment.
- Benefits: Competitive salary, pension matching, life insurance, and 24 days holiday.
- Other info: Work in-office 5 days a week and enjoy bonuses linked to team performance.
- Why this job: Kickstart your career in finance with full training and progression opportunities.
- Qualifications: Confident communicator with attention to detail; prior experience in finance is a plus.
The predicted salary is between 38250 - 46750 £ per year.
A busy and growing financial adviser practice are looking for someone to join their team as a PA / Administrator to assist with growing business volumes. You will be working as part of a vibrant and busy team assisting the advisers with ensuring that we deliver a 1st class service for our clients. Initially you will start in more of a PA / Admin type role then once you have learnt the basics progressing into more of a paraplanning position over time where you will be writing up more complex cases (such as investment and pension transfers).
You will be primarily responsible for:
- Contacting (phone, email and letter) new and existing clients to schedule meetings
- Document the follow up to those meetings
- Action requests / follow ups from client meetings
- Deal with both internal and external administration functions
- Sending off letters of authority to 3rd party providers then chasing up the resulting info
- Utilising and documenting on our CRM System (Salesforce)
- Writing up basic reports
- Dealing with Ad-Hoc client requests
- Prepare Meeting and Review Packs
- Carry out and Document AML checks
- Working as part of a team to ensure a smooth and seamless administration function for clients.
The Person
- Must be confident, articulate and able to communicate
- Ideally has experience as an office or business administrator
- Has excellent attention to detail and able to manage time effectively
- Is comfortable managing multiple responsibilities and prioritising requirements
- Someone who is enthusiastic and can overcome challenges
- Has a positive attitude, can manage themselves, competent and professional
- Is proactive and can contribute towards future development of the Practice
- Keen on learning and developing themselves
Prior experience in financial services would be highly desirable but is not essential, an interest in this area is certainly beneficial though. Full training with an accredited pathway will be provided and progression encouraged, we will pay for 1st sittings of exams and supporting text books as well as provide support and training from qualified people within the practice. There will also be the opportunity to progress into other roles within the practice for the right person (should they wish), full training will be supplied.
Package includes pension matching, life insurance, critical illness insurance, income protection and 24 days holiday a year as well as bonuses linked to team performance. We will need someone to be working in office 5 days a week so flexible working is not an option.
Job Types: Full-time, Permanent
Pay: £25,500.00-£28,000.00 per year
Benefits:
- Company pension
- Employee discount
- Employee mentoring programme
- Financial planning services
- Life insurance
- On-site parking
- Sick pay
Work Location: In person
Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA) in Epsom employer: Financial Planning Firm
As a rapidly growing Financial Planning firm, we pride ourselves on fostering a supportive and dynamic work environment where our employees can thrive. With a focus on professional development, we offer extensive coaching and mentoring opportunities for our team of Financial Advisors, ensuring they deliver exceptional service to our clients. Located in a vibrant area, our office encourages collaboration and innovation, making it an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA) in Epsom
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Financial Planning Firm. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA) in Epsom
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Financial Planning Firm.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Financial Planning Firm
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Financial Planning Firm.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Financial Planning Firm.
