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For Companies At a Glance
- Tasks: Support financial planning and build strong client relationships in a dynamic environment.
- Company: Respected Wealth Management firm with a friendly, community-focused culture.
- Benefits: Salary up to £32,000, hybrid working, generous holiday allowance, and pension contribution.
- Why this job: Join a growing firm offering genuine career development and study support for qualifications.
- Qualifications: Passion for financial planning and effective communication skills required.
- Other info: Located in Manchester, just a 10-minute walk from the station.
The predicted salary is between 23000 - 38000 £ per year.
A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester. They are a growing firm that can offer genuine career development by offering such a broad proposition, plus exam and study support for people looking to further their technical knowledge and qualifications.
Benefits:
- Salary up to £32,000
- Hybrid working, 2 days in, 3 from home
- 25 days plus bank holidays
- 5% pension contribution
- 10 min walk from the station
- Lots of time off around the festive period
- MyChoice offers the chance for you and your family members to have life insurance
Whats needed for me to be considered?
- Passion for Financial planning
- Effective communication, both written and verbal
- Comfortable on the phone and using Excel
- Have a professional, proactive and positive attitude
Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Financial Planning Administrator in Manchester employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Manchester
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those who work at firms you’re interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Show off your Excel skills! If you’re comfortable with spreadsheets, consider creating a sample financial plan or analysis to demonstrate your abilities during interviews. It’s a great way to showcase your proactive attitude.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, if you refer a mate, you could earn some cash while helping them land a job too!
We think you need these skills to ace Financial Planning Administrator in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Planning Administrator role. Highlight your passion for financial planning and any relevant qualifications or experiences that show you’re a great fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company culture. Share specific examples of how your communication skills and proactive attitude have made a difference in your previous roles.
Showcase Your Excel Skills: Since being comfortable with Excel is key for this position, don’t forget to mention any relevant experience you have with spreadsheets. If you've used Excel for financial analysis or reporting, make sure to include that!
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’re considered for the role. Plus, it shows you’re serious about joining our friendly community!
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Stuff
Brush up on your financial planning knowledge before the interview. Be ready to discuss key concepts and demonstrate your passion for the field. This will show that you're genuinely interested in the role and can contribute effectively.
✨Excel Skills Are Key
Since the job requires comfort with Excel, make sure you can talk about your experience with it. Prepare to discuss specific functions or tasks you've completed using Excel, as this will highlight your technical skills and readiness for the role.
✨Communicate Clearly
Effective communication is crucial in this role. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few examples of how you've successfully communicated complex information in the past.
✨Show Your Professional Attitude
A proactive and positive attitude can set you apart from other candidates. Think of examples where you've demonstrated these traits in previous roles. This will help convey that you're not just qualified, but also a great fit for their friendly and professional culture.
