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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 options, and a supportive team environment.
- Why this job: Join a close-knit team and enhance your skills in a dynamic financial setting.
- Qualifications: Experience as a Financial Planning Administrator and knowledge of financial products.
- Other info: Opportunity for professional growth and learning in a complex role.
The predicted salary is between 30000 - 42000 £ 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 in London employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. 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 they pride themselves on a friendly team environment. Think about how your experience aligns with their values and be ready to share specific examples.
✨Tip Number 3
Show off your skills! If you’ve got experience with financial products, particularly pensions and investments, make sure to highlight that in conversations. Be confident in discussing how your background can benefit their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search.
We think you need these skills to ace Financial Planning Administrator in London
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 the perfect fit for our team. Share specific examples of your past experiences and how they relate to the responsibilities of the role. We love a good story!
Show Off Your Team Spirit: Since we’re all about teamwork here at StudySmarter, make sure to mention your collaborative experiences. Talk about how you've worked with others in previous roles and how you can contribute to our friendly, close-knit team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join us!
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.
✨Research the Company
Take some time to learn about the firm’s reputation and their approach to financial planning. Understanding their values and how they serve their clients will help you align your answers with what they’re looking for.
