At a Glance
- Tasks: Provide essential admin support to Financial Advisers and manage client accounts.
- Company: Established financial services business in a supportive team environment.
- Benefits: Competitive salary up to £32,000, full-time role, and career development opportunities.
- Other info: Office-based role in Meriden with a focus on teamwork and client communication.
- Why this job: Join a professional team and kickstart your long-term career in financial services.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 25200 - 30800 £ per year.
Headturner Search are recruiting on behalf of their client for a Financial Planning Administrator to join their established team based in Meriden. This is a fantastic opportunity for an experienced Financial Planning Administrator or someone with strong financial services administration experience who is looking for a long-term role within a professional and supportive environment.
The Role
- Providing comprehensive administrative support to Financial Advisers
- Preparing and processing client documentation and correspondence
- Managing new business and ongoing client administration
- Liaising with providers, clients and other relevant third parties
- Processing applications and maintaining accurate client records
- Assisting with reviews and ensuring all required documentation is in place
- Supporting the team with general financial planning administration
- Ensuring work is completed accurately, efficiently and in line with regulatory requirements
About You
- Experienced within financial services administration, ideally within a financial planning or IFA environment
- Highly organised with excellent attention to detail
- Confident communicating with clients and professional third parties
- Comfortable managing multiple priorities and working to deadlines
- Proactive, reliable and able to work independently
- A strong team player with a professional and personable approach
- Keen to develop a long-term career within financial services
Experience using financial planning or CRM systems would be advantageous, although full details will be discussed with suitable candidates.
What's on Offer?
- Salary up to 32,000, depending on experience
- Full-time, permanent position
- Office-based role in Meriden
- Opportunity to join an established and professional financial services business
- Supportive team environment
- Excellent opportunity for long-term career development
Financial Planning Administrator employer: Headturner Search
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StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator
✨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 Headturner Search. 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 Administrator
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 Headturner Search.
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 Headturner Search'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 Headturner Search
✨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 Headturner Search.
✨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 Headturner Search 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 Headturner Search 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.
