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- Tasks: Provide administrative support and maintain client records for a financial planning team.
- Company: Leading recruitment agency with a focus on financial planning.
- Benefits: Dynamic work environment and opportunities for professional development.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial planning administration and strong organisational skills.
- Other info: Mentor junior staff and grow your career in a vibrant setting.
The predicted salary is between 30000 - 42000 £ per year.
A leading recruitment agency is looking for an experienced Financial Planner Support to join a Chartered Financial Planner's team in Bury, England. The role involves providing administrative support, maintaining client records, and mentoring junior staff. Strong organizational skills and experience in financial planning administration are essential. This position offers a dynamic work environment with opportunities for professional development.
Financial Planner Support Specialist in Bury employer: Focus Search and Selection
Contact Detail:
Focus Search and Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner Support Specialist in Bury
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field on LinkedIn or at local events. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and tailoring your answers to highlight your organisational skills and experience in financial planning administration.
✨Tip Number 3
Showcase your skills! Bring along examples of your work or case studies that demonstrate your ability to maintain client records and support financial planners. We love seeing real-life applications of your expertise!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals to join dynamic teams like the one in Bury.
We think you need these skills to ace Financial Planner Support Specialist in Bury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning administration. We want to see how your skills align with the role, so don’t be shy about showcasing your organisational prowess!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team and how your background can contribute to our dynamic work environment.
Showcase Your Mentoring Skills: Since mentoring junior staff is part of the gig, share any relevant experiences where you've guided others. We love seeing how you can help develop talent within our team!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Focus Search and Selection
✨Know Your Financial Planning Basics
Brush up on your financial planning knowledge before the interview. Be ready to discuss key concepts and how they apply to the role. This shows you’re not just familiar with the administrative side but also understand the financial planning process.
✨Showcase Your Organisational Skills
Since strong organisational skills are essential for this role, prepare examples of how you've successfully managed multiple tasks or projects in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Prepare for Mentoring Questions
As mentoring junior staff is part of the job, think about your previous experiences in guiding others. Be ready to share specific instances where you’ve helped someone develop their skills or overcome challenges.
✨Research the Company Culture
Take some time to learn about the Chartered Financial Planner’s team and their values. Understanding the company culture will help you tailor your answers and demonstrate that you’re a good fit for their dynamic work environment.
