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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: Join a supportive team and kickstart your career in financial planning.
- Qualifications: Detail-oriented with strong organisational skills.
- Other info: Full-time role with opportunities for professional growth.
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 in London 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 in London
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, attend events, and connect on LinkedIn. 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 researching common questions for Financial Planning Administrators. Practice your answers and think of examples that showcase your attention to detail and client management skills. We want you to shine!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the role. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Financial Planning Administrator role. We’re always on the lookout for detail-oriented candidates like you, so make sure your application stands out!
We think you need these skills to ace Financial Planning Administrator | Study Support & Pension Plan in London
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 Your Attention to Detail: As a detail-oriented position, it's crucial to demonstrate your attention to detail in your application. Double-check for any typos or errors, and ensure your documents are well-organised and easy to read.
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 the basics of pensions, investments, and client management will show that you're serious about the role.
✨Showcase Your Attention to Detail
As a Financial Planning Administrator, attention to detail is crucial. Prepare examples from your past experiences where your meticulous nature made a difference, whether it was in managing client files or handling queries.
✨Prepare for Client Scenarios
Think about potential scenarios you might face when dealing with clients or advisers. Practise how you would handle common queries or issues, as this will demonstrate your problem-solving skills and readiness for the role.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for client management, or how they support professional development. This shows your genuine interest in the position and the company.
