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- Tasks: Support financial advisers with administrative tasks and suitability report writing.
- Company: Join a respected, client-focused financial planning firm in Tring.
- Benefits: Competitive salary, hybrid work, onsite parking, and training support.
- Why this job: Gain valuable experience in a collaborative environment with long-term career growth.
- Qualifications: Experience in financial administration and understanding of financial products.
- Other info: Flexible attitude welcomed; training provided for entry-level candidates.
The predicted salary is between 30000 - 40000 £ per year.
Location: Tring
Salary: £30,000 - £40,000
Type: Permanent
Workplace: Hybrid
Ref: 89681
We are working with a well-established, client-focused independent financial planning firm that is looking to appoint a Financial Planning Administrator to work in a technical and well-rounded role to support all teams across the business, and assist with some suitability report writing.
This is a great opportunity to join a collaborative, quality-driven business where advice is holistic and client relationships are long-term. You will play a key role in ensuring advisers can continue delivering an exceptional service through high-quality support.
The company is in a period of growth, and has Advisers spread across the South East. They have a centralised Admin & PPing hub from which this role will be based.
As a Financial Planning Administrator, you will work alongside the Senior Administrator, Paraplanners and the Office Manager to assist all staff across the business. This is a varied role and will give you exposure to all areas within the IFA back office, and increase your knowledge of the industry. They are looking for someone with a flexible attitude to work.
They are open on the level of experience required, so you may be an Administrator at the start of your career in Financial Planning (can support with exams and training), or a more senior and experienced individual. The role and salary will be adapted accordingly.
What they’re looking for:
- Previous experience in an Administrator role within a financial planning / IFA environment
- Some exposure to templated suitability letter writing
- Good understanding of pensions, investments, protection and tax-based planning
- Experience using systems such as Intelligent Office
Why join?
- Join a respected, relationship-driven financial planning firm with a local client base
- Exposure to genuinely holistic advice, not transactional sales
- Supportive team culture with strong adviser collaboration
- Opportunity to further develop technical skills and long-term career progression
Financial Planning Administrator in Tring employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Tring
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, whether it's through LinkedIn or local meetups. We all know that sometimes it's not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they focus on holistic advice. We suggest practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Show off your skills! If you've got experience with systems like Intelligent Office or have dabbled in suitability report writing, make sure to highlight that during your conversations. We want to see how you can add value to the team!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals who are eager to grow in their financial planning careers.
We think you need these skills to ace Financial Planning Administrator in Tring
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any previous roles in financial planning or administration, and don’t forget to mention your familiarity with suitability report writing!
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 your background makes you a great fit. Be sure to mention your flexible attitude and willingness to learn.
Showcase Relevant Experience: If you've worked with systems like Intelligent Office or have knowledge of pensions and investments, make that clear! We want to see how your past experiences can help us deliver exceptional service to our clients.
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 this exciting opportunity at our growing firm!
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Stuff
Brush up on your knowledge of pensions, investments, and tax-based planning. Being able to discuss these topics confidently will show that you understand the industry and can contribute effectively to the team.
✨Familiarise Yourself with the Company
Research the financial planning firm you're interviewing with. Understand their approach to client relationships and holistic advice. This will help you tailor your answers and demonstrate that you're genuinely interested in being part of their team.
✨Prepare for Suitability Report Questions
Since the role involves some suitability report writing, be ready to discuss your experience or understanding of this process. If you're new to it, consider how you would approach writing a templated suitability letter and be prepared to share your thoughts.
✨Show Your Flexibility
The company is looking for someone with a flexible attitude. Be ready to discuss examples from your past where you've adapted to changing circumstances or taken on varied tasks. This will highlight your ability to thrive in a dynamic environment.
