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- Tasks: Provide admin support to clients and advisers, manage queries and client files.
- Company: Dynamic financial services recruitment agency in the UK.
- Benefits: Negotiable salary, pension contribution, and study support for qualifications.
- Why this job: Kickstart your career in finance with hands-on experience and professional growth.
- Qualifications: Detail-oriented with strong organisational skills.
- Other info: Join a supportive team and enhance your industry knowledge.
The predicted salary is between 30000 - 42000 £ per year.
A financial services recruitment agency in the United Kingdom is seeking a detail-oriented Financial Planning Administrator to join their team. The ideal candidate will provide professional administration support to clients and advisers, handling queries, maintaining client files, managing postal activities, and liaising with third-party providers.
This full-time position offers a negotiable salary with benefits, including a pension contribution and study support for industry qualifications.
Financial Planning Administrator | Study Support & Pension Plan employer: Halecroft Recruitment
Contact Detail:
Halecroft Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator | Study Support & Pension Plan
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching common questions for Financial Planning Administrators. Practise your answers, but keep it natural. We want you to sound confident and knowledgeable about the role!
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or projects that highlight your attention to detail and organisational skills. This will help you stand out during interviews and show that you’re ready to hit the ground running.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Planning Administrator | Study Support & Pension Plan
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight relevant experience and skills that match the job description, like administration support and client management.
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 role and how your background aligns with our needs at StudySmarter. Keep it professional but let your personality show!
Showcase Attention to Detail: As a detail-oriented position, it's crucial to demonstrate your attention to detail in your application. Double-check for typos and ensure all information is accurate and well-organised.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Halecroft Recruitment
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key concepts related to financial planning. Understanding terms like asset allocation, risk management, and pension plans will show that you're not just detail-oriented but also knowledgeable about the industry.
✨Showcase Your Organisational Skills
As a Financial Planning Administrator, organisation is key. Prepare examples of how you've successfully managed client files or handled multiple queries at once. This will demonstrate your ability to keep things running smoothly in a busy environment.
✨Practice Your Communication
You'll be liaising with clients and third-party providers, so clear communication is essential. Practise explaining complex financial concepts in simple terms. This will help you convey your ideas effectively during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client support and their expectations for the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
