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- Tasks: Support financial advisers with administration and client communications.
- Company: Leading advisory practice in the heart of London.
- Benefits: Flexible work-from-home options and opportunities for professional growth.
- Why this job: Join a close-knit team and enhance your financial knowledge while making a difference.
- Qualifications: Experience in financial administration and knowledge of Pensions and Investments.
- Other info: Collaborative environment that values knowledge sharing and career development.
The predicted salary is between 36000 - 60000 £ per year.
A leading advisory practice in City of London seeks an experienced Financial Planning Administrator to provide exceptional support to financial advisers. The role involves administration tasks, managing client communications, and requires knowledge of financial products, especially Pensions and Investments.
This is a great opportunity to work in a close-knit team that values sharing knowledge and encourages professional development. Flexibility to work from home on Fridays is also offered.
Financial Planning Administrator — Growth Advisory Role 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 — Growth Advisory Role in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for a Financial Planning Administrator role. 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 those interviews! Brush up on your knowledge of financial products, especially Pensions and Investments. We want you to feel confident discussing these topics, as they’re crucial for the role and will impress potential employers.
✨Tip Number 3
Showcase your soft skills! In a close-knit team, communication and collaboration are key. Be ready to share examples of how you've successfully managed client communications or supported advisers in previous roles.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly. Plus, it shows you're genuinely interested in joining our team and helps us keep track of your application more efficiently.
We think you need these skills to ace Financial Planning Administrator — Growth Advisory Role in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and administration. We want to see how your skills align with the role, especially your knowledge of pensions and investments.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how you can contribute to our close-knit team. Don’t forget to mention your flexibility for remote work on Fridays!
Showcase Your Communication Skills: Since managing client communications is key, we’d love to see examples of how you’ve effectively communicated in previous roles. Whether it’s through emails or client meetings, let us know how you excelled!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our 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. Be prepared to discuss how these products work and their benefits, as this will show your understanding and readiness to support the financial advisers effectively.
✨Showcase Your Admin Skills
Since the role involves a lot of administration tasks, be ready to share examples of your previous experience in managing client communications and administrative duties. Highlight any specific tools or software you’ve used that can streamline processes.
✨Emphasise Teamwork and Knowledge Sharing
This position is all about being part of a close-knit team. Be prepared to talk about how you’ve collaborated with others in the past and how you value sharing knowledge. This will resonate well with the company culture they’re promoting.
✨Prepare Questions About Flexibility
Since they offer flexibility to work from home on Fridays, think about how this fits into your work style. Prepare questions that show you’re considering how to balance remote work with team collaboration, which demonstrates your proactive approach to the role.
