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- Tasks: Support financial advisors with admin tasks and ensure smooth operations.
- Company: Reputable IFA in Derby, focused on professionalism and efficiency.
- Benefits: Competitive salary, 33 days holiday, and career progression opportunities.
- Why this job: Join a dynamic team and build a solid foundation for your finance career.
- Qualifications: Minimum two years in financial administration and strong organisational skills.
- Other info: Full-time role with potential to advance into a paraplanner position.
The predicted salary is between 26000 - 36400 £ per year.
We are partnering with a reputable IFA based in the Debry area to find a dedicated Financial Planning Assistant. This role plays a vital part in supporting the main financial and advisory teams, ensuring smooth operations through administrative and clerical duties. The organisation values professionalism and efficiency, offering an environment where your expertise will contribute to their continued success. This position is available to start as soon as possible, making it a timely opportunity for individuals seeking stability and growth.
What’s on offer
- The position is both full-time and office-based, with a 37.5-hour working schedule per week.
- The salary package is competitive at £26,000 per annum.
- Benefits include 33 days’ holiday, ongoing support for professional development, and opportunities for career progression, with the potential to advance into a paraplanner role.
Requirements
- The successful individual should have a minimum of two years’ experience in a financial administrative capacity, demonstrating proficiency in tasks such as printing, scanning, preparing packs, and general administration support for financial advisors.
- A solid understanding of financial processes, comfortable using different types of technology/systems, and excellent organisational skills are essential.
- The ideal applicant will be proactive, detail-oriented, and comfortable working within a team to meet deadlines and uphold high standards of accuracy.
Responsibilities
- Providing comprehensive administrative support to financial advisors and the main finance team.
- Preparing documentation, reports, and financial packs accurately and efficiently.
- Managing printing, scanning, and filing of sensitive documents.
- Supporting the onboarding and client data management process.
- Assisting with the preparation of client correspondence and meeting packs.
- Contributing to the smooth daily operation of the financial administration function.
If you’re ready to bring your experience in financial administration to a dynamic and supportive environment, this role offers a strong foundation for career development within a thriving organisation that’s not to be missed!
Financial Planning Assistant employer: GCB Recruitment
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a Financial Planning Assistant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your financial knowledge and administrative skills. Be ready to discuss how your experience aligns with the responsibilities listed in the job description, especially around supporting financial advisors and managing documentation.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We make it easy for you to showcase your skills and experience directly to employers looking for someone just like you.
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial administration. We want to see how your skills match the role, so don’t be shy about showcasing your proficiency in tasks like preparing packs and managing documents.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Financial Planning Assistant role. Share specific examples of your past work that demonstrate your organisational skills and attention to detail.
Showcase Your Tech Savvy: Since the role requires comfort with various technologies and systems, mention any relevant software or tools you’ve used in previous roles. We love candidates who can hit the ground running with tech!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at GCB Recruitment
✨Know Your Financial Stuff
Brush up on your financial knowledge and processes before the interview. Be ready to discuss your experience in financial administration, especially tasks like preparing documentation and managing client data. This shows you’re not just familiar with the role but genuinely interested in it.
✨Show Off Your Organisational Skills
Since the role requires excellent organisational skills, prepare examples of how you've successfully managed multiple tasks or projects in the past. Think about specific situations where your attention to detail made a difference, and be ready to share those stories.
✨Familiarise Yourself with Technology
The job mentions using different types of technology and systems, so make sure you’re comfortable discussing any relevant software or tools you’ve used. If you can, research the specific systems the company uses and mention your adaptability to new technologies during the interview.
✨Be Proactive and Team-Oriented
Demonstrate your proactive nature by preparing questions about the team dynamics and how you can contribute to their success. Highlight your ability to work within a team and meet deadlines, as this is crucial for the role. Showing enthusiasm for collaboration can set you apart!
