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- Tasks: Support clients in their financial journey and ensure top-notch service.
- Company: Join a prestigious global Wealth Management firm with a strong reputation.
- Benefits: Competitive salary up to £40k and clear growth path to Paraplanner.
- Why this job: Kickstart your career in finance and make a real difference for clients.
- Qualifications: 12-18 months experience in Wealth Management and client service skills.
- Other info: Exciting opportunity for career advancement within a supportive team.
The predicted salary is between 36000 - 60000 £ per year.
A global Wealth Management firm is seeking a Financial Planning Administrator to join their prestigious US Family Office team. The role requires 12-18 months of experience in a Wealth Management setting, focusing on onboarding clients and ensuring high-quality service.
Responsibilities include:
- Preparing documentation
- Guiding clients through requirements
- Liaising with external partners
This position offers a competitive salary up to £40k and the potential for growth towards a Paraplanner role within two years.
Financial Planning Admin — Path to Paraplanner in London employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Admin — Path to Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the Wealth Management sector and let them know you're on the hunt for a Financial Planning Admin role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for Financial Planning Admin roles and practice your responses. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your experience effectively.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, highlight your experience in onboarding clients and preparing documentation. Make sure they see how your background aligns with their needs and how you can contribute to their team.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles like the Financial Planning Admin position. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Financial Planning Admin — Path to Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Wealth Management, especially any roles where you've onboarded clients or prepared documentation. We want to see how your skills align with the Financial Planning Administrator role!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our US Family Office team. Keep it concise but engaging – we love a good story!
Showcase Relevant Experience: If you've got 12-18 months of experience in a similar setting, make sure to highlight that! We’re looking for candidates who can demonstrate their ability to provide high-quality service and liaise effectively with clients and partners.
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 don’t miss out on any important updates. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Know Your Wealth Management Basics
Make sure you brush up on your knowledge of wealth management principles. Understand the key concepts related to client onboarding and documentation preparation, as these will likely come up during the interview.
✨Showcase Your Client Service Skills
Prepare examples that highlight your experience in providing high-quality service to clients. Think about specific situations where you went above and beyond to meet a client's needs, as this will demonstrate your commitment to excellent service.
✨Familiarise Yourself with the Firm
Research the global Wealth Management firm thoroughly. Understand their values, services, and recent news. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Prepare Questions for Them
Have a few thoughtful questions ready to ask at the end of the interview. Inquire about the team dynamics, growth opportunities towards the Paraplanner role, or how they measure success in this position. This shows you're engaged and thinking about your future with them.
