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- Tasks: Support financial advisers with top-notch administrative services and client communications.
- Company: Reputable advisory practice in the heart of London.
- Benefits: Competitive salary, flexible work-from-home Fridays, and a supportive team environment.
- Why this job: Join a close-knit team and enhance your skills in a dynamic financial setting.
- Qualifications: Experience in financial planning administration and strong communication skills.
- Other info: Opportunity for professional growth and exposure to complex financial products.
The predicted salary is between 35000 - 38000 £ per year.
This is an exciting opportunity for an experienced Financial Planning Administrator to join a successful Advisory practice based out of their City of London office. Focusing on providing a high quality financial planning and investment management service, this firm has built a sound reputation within the industry with longstanding clients.
You will be responsible for providing a first-class compliant support service to the busy financial advisers of the practice. Working within a friendly, and close-knit team this is a fantastic opportunity for a Financial Planning Administrator to come on board and share their knowledge with the existing team, helping them grow and develop. This will be a complex technical role, with exposure to more than the typical Financial Planning Administrator position. The firm allows the flexibility to work from home on Fridays.
Qualifications:- Previous experience within a Financial Planning Administrator role
- Confident with Administration tasks such as processing new business, client communications, chasing providers, dealing with platforms, utilising FE Analytics
- Knowledge of financial products, particularly Pensions and Investments
- Experience working in an Openwork Partnership firm would be ideal
- Team player, eager to share knowledge previously obtained as well as learn on the job
Financial Planning Administrator employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since this role is all about teamwork. Think of examples from your past experience that showcase your skills in administration and client communication.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly can sometimes give you a leg up over other candidates. So, what are you waiting for? Get your application in!
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your relevant experience, especially in administration tasks and financial products like Pensions and Investments. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about joining our team and how you can contribute to our success. Be genuine and let your personality come through – we love seeing the real you!
Showcase Your Team Spirit: Since we’re all about teamwork here at StudySmarter, make sure to mention any experiences where you've collaborated with others. Whether it's sharing knowledge or supporting colleagues, we want to know how you can fit into our friendly environment.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our awesome team!
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products, especially pensions and investments. Being able to discuss these confidently will show that you're not just familiar with the role but also passionate about it.
✨Showcase Your Administration Skills
Prepare examples of how you've successfully handled administration tasks in previous roles. Whether it's processing new business or managing client communications, having specific instances ready will demonstrate your capability.
✨Emphasise Teamwork
This role is all about collaboration, so be ready to talk about your experiences working in a team. Highlight how you've shared knowledge and supported colleagues in the past, as this will resonate well with the firm's close-knit culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm and its approach to financial planning. This shows your genuine interest in the position and helps you gauge if the company aligns with your career goals.
