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- Tasks: Support financial planners by coordinating client meetings and managing administrative tasks.
- Company: A respected financial planning firm with exciting growth plans.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Strong organisational skills and a passion for finance.
- Other info: Opportunity for career advancement in a thriving industry.
The predicted salary is between 30000 - 42000 £ per year.
The Company: A well-respected and professional financial planning firm with ambitious growth plans.
The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in Cambridge. The Financial Planning Administrator will schedule and co-ordinate client meetings.
Financial Planning Administrator , IFA Support , Wealth Management in Cambridge employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator , IFA Support , Wealth Management in Cambridge
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector, especially those connected to TheCompany. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching common questions for Financial Planning Administrators. We recommend practising your answers with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've successfully managed schedules or client communications in the past. This will highlight your fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Planning Administrator , IFA Support , Wealth Management in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant financial planning or administrative experience to show us you're the right fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the Financial Planning Administrator position and how your background aligns with our ambitious growth plans.
Showcase Your Attention to Detail: In a role like this, attention to detail is key. Make sure your application is free from typos and errors. This will demonstrate to us that you take pride in your work and can handle client service administration effectively.
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 about the hiring process.
How to prepare for a job interview at JJ Search Ltd
✨Know Your Financial Jargon
Brush up on your financial terminology and concepts relevant to wealth management. Being able to speak the language of financial planning will show that you’re serious about the role and understand the industry.
✨Showcase Your Organisational Skills
As a Financial Planning Administrator, you'll need to juggle multiple tasks. Prepare examples from your past experiences where you successfully managed schedules or coordinated meetings. This will demonstrate your ability to handle the demands of the role.
✨Research The Company
Dive into the company’s background, values, and recent news. Understanding their growth plans and how they operate will help you tailor your answers and show genuine interest in being part of their ambitious journey.
✨Prepare Questions for Them
Think of insightful questions to ask during the interview. This could be about their team dynamics or future projects. It shows that you’re engaged and eager to learn more about how you can contribute to their success.
