Financial Planning Administrator

Financial Planning Administrator

Cheltenham Full-Time 28000 - 33000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist in financial planning and administration tasks daily.
  • Company: Join a dynamic team focused on innovative financial solutions.
  • Benefits: Enjoy exam support, 28 days holiday, and festive parties.
  • Why this job: Great opportunity to grow in finance with a supportive culture.
  • Qualifications: Proficiency in Microsoft Office; Level 4 Diploma in progress is a plus.
  • Other info: Competitive salary between £28k-£33k based on experience.

The predicted salary is between 28000 - 33000 £ per year.

Whats in it for you?

  • Exam Support
  • 28 days of holiday (excluding bank holidays)
  • Spring and Christmas parties
  • £28-£33k, depending on experience and qualifications

Must haves:

  • Strong proficiency in Microsoft Office Suite (Word, Excel, Powerpoint, Outlook)

Nice to haves:

  • Working towards Level 4 Diploma in financial planning
  • Knowledge of financial planning principles

Financial Planning Administrator employer: i2i Independent Recruitment Consultancy Ltd

As a Financial Planning Administrator with us, you'll join a dynamic team that values professional growth and offers comprehensive exam support to help you achieve your Level 4 Diploma in financial planning. Our vibrant work culture is complemented by generous benefits, including 28 days of holiday and festive celebrations, making our company an exceptional employer in the heart of the city.
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Contact Detail:

i2i Independent Recruitment Consultancy Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Administrator

✨Tip Number 1

Familiarise yourself with the latest financial planning software and tools. Being well-versed in these can set you apart from other candidates and show your commitment to the role.

✨Tip Number 2

Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities.

✨Tip Number 3

Brush up on your Excel skills, especially functions and data analysis techniques. This is crucial for a Financial Planning Administrator, and demonstrating your proficiency can give you an edge.

✨Tip Number 4

Stay updated on financial regulations and trends. Showing that you are knowledgeable about current events in the financial sector can impress potential employers and demonstrate your passion for the field.

We think you need these skills to ace Financial Planning Administrator

Proficiency in Microsoft Office Suite
Excel Data Analysis
Financial Planning Principles
Attention to Detail
Organisational Skills
Communication Skills
Time Management
Problem-Solving Skills
Client Relationship Management
Numerical Aptitude
Report Writing
Team Collaboration
Adaptability
Confidentiality

Some tips for your application 🫡

Highlight Relevant Skills: Make sure to emphasise your strong proficiency in Microsoft Office Suite, particularly Excel, as this is a must-have for the role. Provide specific examples of how you've used these tools in previous positions.

Showcase Your Qualifications: If you are working towards a Level 4 Diploma in financial planning, mention this prominently in your application. Detail any relevant coursework or projects that demonstrate your knowledge of financial planning principles.

Tailor Your CV: Customise your CV to align with the job description. Use keywords from the job listing to ensure your application stands out and clearly shows that you meet the requirements.

Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention why you are interested in working for the company and how you can contribute to their success.

How to prepare for a job interview at i2i Independent Recruitment Consultancy Ltd

✨Showcase Your Microsoft Office Skills

Since strong proficiency in Microsoft Office Suite is a must-have, be prepared to discuss your experience with Word, Excel, PowerPoint, and Outlook. Consider bringing examples of how you've used these tools effectively in previous roles.

✨Demonstrate Financial Knowledge

If you have knowledge of financial planning principles or are working towards a Level 4 Diploma, make sure to highlight this during the interview. Discuss any relevant coursework or projects that showcase your understanding of financial concepts.

✨Prepare for Scenario-Based Questions

Expect scenario-based questions that assess your problem-solving skills in financial planning. Think about past experiences where you successfully navigated challenges and be ready to share those stories.

✨Ask Insightful Questions

At the end of the interview, ask thoughtful questions about the company's approach to financial planning and team dynamics. This shows your genuine interest in the role and helps you determine if it's the right fit for you.

Financial Planning Administrator
i2i Independent Recruitment Consultancy Ltd
I
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