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- Tasks: Support financial planners by coordinating client meetings and managing administrative tasks.
- Company: A respected financial planning firm with ambitious 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: Exciting opportunities for career advancement in a growing firm.
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 Newton 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 Newton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a role. You never know who might have the inside scoop on opportunities at firms like ours.
✨Tip Number 2
Prepare for those interviews! Research common questions for Financial Planning Administrators and practice your answers. We want to see your passion for client service and how you can support our Financial Planners.
✨Tip Number 3
Showcase your organisational skills! In this role, you'll be scheduling meetings and coordinating with clients. Bring examples of how you've successfully managed similar tasks in the past to the table.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in being part of our ambitious growth plans.
We think you need these skills to ace Financial Planning Administrator , IFA Support , Wealth Management in Newton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight relevant experience and skills that align with client service administration and financial planning support. We want to see how you can contribute to our ambitious growth plans!
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 your background makes you a great fit for our team. We love seeing enthusiasm and a personal touch!
Showcase Your Organisational Skills: As a key member of our team, you'll need to juggle various tasks. In your application, give examples of how you've successfully managed multiple responsibilities in the past. We appreciate candidates who can keep things running smoothly!
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’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at JJ Search Ltd
✨Know Your Financial Jargon
Brush up on key financial terms and concepts relevant to the role. Being able to speak confidently about financial planning and administration will show that you’re serious about the position 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’s Growth Plans
Dive into the company’s ambitions and recent developments. Understanding their growth strategy will allow you to tailor your answers and show how you can contribute to their goals, making you a more attractive candidate.
✨Prepare Questions for Them
Think of insightful questions to ask during the interview. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career aspirations. Ask about team dynamics or future projects they have in mind.
