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- Tasks: Provide client-facing administrative support in a dynamic financial services environment.
- Company: Leading Savings and Investments firm with a strong values-focused culture.
- Benefits: Competitive salary, hybrid working, generous holiday allowance, and private medical insurance.
- Why this job: Join a forward-thinking team and grow your career in financial planning.
- Qualifications: Experience in Financial Services Administration and strong communication skills.
- Other info: Opportunities for training, progression, and a supportive work culture.
The predicted salary is between 22000 - 36000 £ per year.
Location: Milton Keynes
Salary: £26,000 - £32,000
Type: Permanent
Workplace: On-Site
Are you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within the business. This Savings and Investments firm prides itself on a strong values focused work culture that encourages training and study support progression. They are technologically forward thinking and have a strong history of promoting within.
Benefits:
- Either full time or 5x shorter days
- Office based for 6 months, then hybrid (3 days in the office)
- Competitive salary up to £33,000
- Pension contribution
- Competitive productivity bonus, in which all team members are included
- Group Death in Service
- Private Medical Insurance
- Increasing annually with service, up to 27 days, plus bank holiday
To be considered for this adviser support opportunity:
- Previous experience in a Financial Services Administration role
- Excellent communication, interpersonal and organisational skills
- Experience using IT Systems and Software including platform/provider websites and portals
Apply today to be considered for this Financial Planning Admin 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.
Financial Planning Administrator in Milton Keynes employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Milton Keynes
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this firm prides itself on strong values, showing that you align with their ethos can really set you apart from other candidates.
✨Tip Number 3
Practice your communication skills! As a Financial Planning Administrator, you'll need to demonstrate excellent interpersonal abilities. Consider mock interviews or even chatting with friends to refine your pitch.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream job.
We think you need these skills to ace Financial Planning Administrator in Milton Keynes
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your previous experience in Financial Services Administration and any relevant skills that match the job description. We want to see how you fit into our values-focused culture!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this opportunity and how your skills align with what we’re looking for. Keep it concise but engaging – we love a good story!
Show Off Your Tech Skills: Since we're a technologically forward-thinking firm, make sure to mention your experience with IT systems and software. If you've used platform/provider websites and portals, let us know! We appreciate candidates who are comfortable with tech.
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, we love seeing applications come through our own channels!
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and administration. Be ready to discuss your previous experience in these areas, as well as any relevant IT systems you've used. This shows you're not just a good fit for the role but also genuinely interested in the industry.
✨Show Off Your Communication Skills
Since this role involves client-facing support, practice articulating your thoughts clearly and confidently. Think of examples where you've successfully communicated with clients or colleagues, and be prepared to share them during the interview.
✨Demonstrate Organisational Prowess
Prepare to discuss how you manage your workload and stay organised. You might want to bring up specific tools or methods you use to keep track of tasks and deadlines, as this will highlight your ability to thrive in a busy environment.
✨Embrace the Company Culture
Research the firm's values and culture before the interview. Be ready to explain why you resonate with their focus on training and progression. Showing that you align with their ethos can set you apart from other candidates.
