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- Tasks: Support daily administration and provide exceptional customer service to clients.
- Company: Join an award-winning firm known for high-quality financial advice.
- Benefits: Enjoy a competitive salary and the chance to work in a dynamic team environment.
- Why this job: Gain valuable experience in finance while building relationships with prestigious clients.
- Qualifications: Strong communication skills and attention to detail; finance experience is a plus but not required.
- Other info: Full-time role based in Worcester, Monday to Friday, 8.30am - 5.00pm.
The predicted salary is between 19200 - 22400 £ per year.
Administration Assistant (Financial Planning)
Working for an Award winning and well-established company who offer a high- quality financial advice service to their portfolio of prestigious clients. This additional member of the administration team will play a key role in supporting the day to day administration within the office. Providing an exceptional level of customer facing service, and with exceptional verbal and written communication skills, you will have excellent attention to detail and an interest in working within a Financial Advisors\’ environment.
Some key duties and responsibilities will include (but not be limited to):
- Providing high quality administrative support to a designated portfolio of clients
- Processing and collating client information
- Ensuring clients are retained by providing a regular and efficient service
- Preparing all Client Reviews and processing new business
- Liaising with all Agency providers
- Inputting accounts and expenses
- Keeping up to date with all new literature and information on procedures
- Any other duties as required
Skills and Experience required:
- Exceptional customer facing skills
- A confidence to deal with High, Net Worth clients
- Exceptional relationship building skills
- Excellent attention to detail and high levels of accuracy
- Strong verbal and written communications skills
- Excellent time management skills
- Fantastic team player
Some experience of working within a financial services environment would be ideal, but not essential. An interest in the industry and willingness to learn is key.
Based in the centre of Worcester, our client is looking for a full -time, office-based person. Hours are Monday-Friday 8.30am – 5.00pm, salary is dependent on level of relevant experience (c£24 – £28k)
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Administration Assistant (Financial Planning) employer: Hewett Recruitment
Contact Detail:
Hewett Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administration Assistant (Financial Planning)
✨Tip Number 1
Familiarise yourself with the financial services industry. Understanding key concepts and terminology will not only boost your confidence but also help you engage more effectively during interviews.
✨Tip Number 2
Practice your customer service skills. Since this role requires exceptional customer-facing abilities, consider role-playing scenarios where you handle client inquiries or complaints to demonstrate your communication prowess.
✨Tip Number 3
Network with professionals in the financial planning sector. Attend local events or join online forums to connect with individuals who can provide insights about the role and potentially refer you to opportunities.
✨Tip Number 4
Showcase your attention to detail in any interactions. Whether it's through your email correspondence or during a phone call, make sure to highlight your ability to manage information accurately and efficiently.
We think you need these skills to ace Administration Assistant (Financial Planning)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of Administration Assistant in Financial Planning. Emphasise your customer service skills, attention to detail, and any experience in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to work in financial planning and how your skills can contribute to their team.
Highlight Relevant Skills: In your application, clearly outline your exceptional verbal and written communication skills, time management abilities, and any experience dealing with high-net-worth clients. Use examples to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Hewett Recruitment
✨Showcase Your Customer Service Skills
Since the role requires exceptional customer-facing skills, be prepared to share examples of how you've successfully handled client interactions in the past. Highlight any experiences where you went above and beyond to ensure client satisfaction.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this position, come equipped with specific examples that showcase your attention to detail. You might discuss a time when your meticulousness prevented a mistake or improved a process.
✨Communicate Clearly and Confidently
Strong verbal and written communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, and consider preparing a few questions to ask the interviewer to demonstrate your interest and engagement.
✨Express Your Interest in Financial Services
Even if you lack direct experience in financial services, convey your enthusiasm for the industry. Research current trends or news in financial planning and be ready to discuss why you're interested in pursuing a career in this field.
