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- Tasks: Support Paraplanners with admin tasks and client communication.
- Company: Join a multi-award-winning Wealth Management Firm in Glasgow.
- Benefits: Enjoy hybrid working, exam support, and great perks like private medical insurance.
- Why this job: Perfect for those seeking career growth and a better work/life balance.
- Qualifications: Experience in administrative roles within Pension, Investments, or IFA firms is required.
- Other info: Commit to the role for at least 18 months for internal progression.
The predicted salary is between 24000 - 30000 £ per year.
Wealth Management Administrator Up to £30K Glasgow Central Hybrid working – Looking for an opportunity to join a larger firm, with internal progression at the forefront of their plans? – Wanting to sit your Diploma and require support to do this? – Looking for a more favorable work / life balance? If any of the above are true, then get in touch… A Glasgow based, multi award winning Wealth Management Firm are on the lookout for an experienced Wealth Management / Financial Planning Administrator to join their already established team. This individual needs prior experience of working in Administrative roles within Pension, Investments or an IFA firm. Whilst there is internal progression, and opportunities will be there to develop, the successful applicant will need to be happy to remain in this position for 18 months+ beforehand. Supporting Paraplanners, you will be expected to provide both administrative and telephone based service to the businesses ongoing clients, as well as being a point of contact for internal contact from new and existing clients. Reasons to apply: – Up to £30K basic salary depending on experience – Hybrid working – Exam support (Financial and study time) – Internal progression – Pension / Private Medical / Life Insurance / Critical Illness cover If you are interested in joining a firm that can look after you, develop your skills and help progress your career, then this could be the role for you
Financial Planning Support Team employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Support Team
✨Tip Number 1
Make sure to highlight your previous experience in administrative roles within Pension, Investments, or IFA firms during your conversations. This will show that you understand the industry and can hit the ground running.
✨Tip Number 2
Demonstrate your enthusiasm for internal progression by asking about growth opportunities during your discussions. This shows that you're not just looking for a job, but a career path.
✨Tip Number 3
Express your interest in obtaining your Diploma and inquire about the support they offer. This will indicate your commitment to professional development and align with their values.
✨Tip Number 4
Discuss your approach to maintaining a favorable work/life balance. This aligns with their focus on employee well-being and shows that you value a healthy work environment.
We think you need these skills to ace Financial Planning Support Team
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in administrative roles within Pension, Investments, or IFA firms. Emphasize any relevant skills that align with the responsibilities of supporting Paraplanners and client communication.
Craft a Compelling Cover Letter: In your cover letter, express your interest in the role and the company. Mention your desire for internal progression and how you value work/life balance. Be sure to explain why you are a good fit for the team.
Highlight Your Qualifications: If you have any qualifications related to Wealth Management or Financial Planning, make sure to mention them. If you're planning to pursue your Diploma, indicate your commitment to professional development.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Integro Partners
✨Show Your Administrative Skills
Make sure to highlight your previous experience in administrative roles, especially within Pension, Investments, or IFA firms. Be prepared to discuss specific tasks you handled and how they contributed to the team's success.
✨Demonstrate Your Commitment to Progression
Since the role requires a commitment of 18 months+, express your enthusiasm for internal progression opportunities. Share examples of how you've pursued professional development in the past.
✨Prepare for Client Interaction Scenarios
As you'll be a point of contact for clients, practice how you would handle various client scenarios. Think about how to provide excellent service and support to both new and existing clients.
✨Discuss Your Study Goals
Since the firm offers exam support, be ready to talk about your plans for obtaining your Diploma. Show that you're motivated to learn and grow within the company while balancing work and study.
