At a Glance
- Tasks: Support Financial Advisers and ensure smooth delivery of client services.
- Company: Join a growing Financial Services team in a professional environment.
- Benefits: Study support, 25 days leave, pension scheme, and health cash plan.
- Other info: Enjoy regular social events and volunteering opportunities.
- Why this job: Develop your career in finance while making a real difference for clients.
- Qualifications: 3 years' experience in Financial Services administration and strong organisational skills.
We are recruiting an experienced and highly organised Financial Planning Assistant to join a growing Financial Services team. This is an excellent opportunity for an individual with Financial Services Administration experience who is looking to further develop their career within a professional and supportive environment. Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring the smooth and efficient delivery of advice services whilst providing an outstanding experience for clients.
Key Responsibilities
- Arranging and confirming client meetings
- Maintaining accurate client records and databases
- Creating and managing electronic client files
- Obtaining information from product providers
- Managing Letters of Authority through to completion
- Liaising with clients, providers and third parties
- Producing provider illustrations and application documentation
- Preparing client presentation packs and supporting documents
- Processing online and paper-based applications
- Monitoring new business cases through to completion
- Chasing underwriting requirements for protection cases
- Managing provider correspondence and documentation
- Producing pre-review meeting documentation
- Processing post-review administration
- Preparing review reports and follow-up correspondence
- Supporting the management of existing schemes
- Processing annual renewals and illustrations
- Assisting with the implementation of new schemes
What you'll need to succeed
Essential
- Minimum 3 years' experience within Financial Services administration
- Strong organisational and administration skills
- Excellent attention to detail
- Strong communication skills, both written and verbal
- Ability to manage multiple priorities effectively
- Proficiency in Microsoft Office applications
Desirable
- Knowledge of FCA regulations and compliance requirements
- Experience within a Wealth Management or Independent Financial Advice environment
- Senior Financial Services Administrator or Paraplanning experience
- Experience using Financial Services back-office systems
- Desire to work towards professional qualifications
What you'll get in return
- Study support for professional qualifications
- 25 days annual leave plus bank holidays
- Option to purchase up to 5 additional days holiday
- Pension scheme
- Health Cash Plan
- Life Assurance (4x salary)
- Eye care support
- Regular social events
- Volunteering opportunities
- Employee discounts on a range of financial and legal services
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Financial Planning Assistant in Sheffield employer: Hays Business Support
Join a dynamic Financial Services team where your expertise as a Financial Planning Assistant will be valued and nurtured. With a strong emphasis on professional development, our supportive work culture offers study support for qualifications, generous annual leave, and regular social events, making it an ideal environment for career growth and personal fulfilment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant in Sheffield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hays Business Support. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Assistant in Sheffield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hays Business Support.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hays Business Support's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hays Business Support
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hays Business Support.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hays Business Support will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hays Business Support employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
