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- Tasks: Work closely with Financial Planners to deliver top-notch client outcomes.
- Company: Join a well-regarded team in a dynamic financial advisory business.
- Benefits: Enjoy study support and clear pathways for career progression.
- Why this job: Gain valuable experience in a fast-paced environment while building client relationships.
- Qualifications: Recent experience in a similar role is essential, preferably in Financial Advisory.
- Other info: Be part of a supportive leadership team focused on your growth.
The predicted salary is between 28800 - 48000 £ per year.
This role gives great exposure, working closely with the Financial Planning team who have been with the business for a long time and are very well regarded across the business. Typical duties include..
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To work closely with the aligned Financial Planners to deliver excellent client outcomes
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To build relationships with clients and maintain regular contact
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Liaise with operational teams where support is required
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Preparation of meeting packs and valuations
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Maintain back-office systems and client records in line with the company policies
Due to the fast-paced nature of the role, the successful candidate will require recent and relevant experience within a similar function, ideally within a Financial Advisory business.
Longer-term opportunities for study support and a pathway to progress is provided and fully supported by the leadership team.
Financial Planning Administrator employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the financial planning process and the specific tools used in the industry. This will not only help you understand the role better but also allow you to speak confidently about your knowledge during the interview.
✨Tip Number 2
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with people who can provide insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss your experience in client relationship management. Think of specific examples where you've successfully built and maintained client relationships, as this is a key aspect of the role.
✨Tip Number 4
Research StudySmarter's values and mission. Understanding our company culture will help you align your answers during the interview and demonstrate that you're a good fit for the team.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Financial Planning Administrator position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your recent and relevant experience in financial planning or advisory roles. Use specific examples that demonstrate your ability to deliver excellent client outcomes and build strong relationships.
Showcase Your Skills: Make sure to highlight any skills that are particularly relevant to the role, such as proficiency in back-office systems, client record management, and preparation of meeting materials. This will help you stand out as a candidate who is ready to hit the ground running.
Personalize Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for the opportunity to work with the Financial Planning team. Mention how you align with the company’s values and your eagerness to contribute to their success.
How to prepare for a job interview at IDEX Consulting
✨Show Your Financial Acumen
Make sure to highlight your recent and relevant experience in financial planning or advisory roles. Be prepared to discuss specific examples of how you've contributed to excellent client outcomes in the past.
✨Demonstrate Relationship-Building Skills
Since building relationships with clients is key, think of instances where you've successfully maintained regular contact with clients. Share how you fostered trust and communication to enhance client satisfaction.
✨Be Ready for Fast-Paced Scenarios
Prepare to discuss how you handle fast-paced environments. Provide examples of how you've managed multiple tasks efficiently, especially when liaising with operational teams or preparing meeting packs.
✨Express Your Interest in Growth Opportunities
The role offers pathways for progression and study support. Show enthusiasm for personal development by discussing your career goals and how you see this position helping you achieve them.
