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- Tasks: Support financial planners by managing client services and preparing reports.
- Company: Respected financial planning firm in Birmingham with a supportive team.
- Benefits: Engaging work environment and opportunities for professional growth.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and knowledge of compliance.
- Other info: Perfect for those looking to kickstart their career in finance.
The predicted salary is between 30000 - 42000 £ per year.
A well-respected financial planning firm in Birmingham is seeking a Financial Planning Administrator. The role involves client service administration, scheduling meetings, and preparing financial planning reports.
Candidates should have experience in financial services administration, knowledge of compliance, and familiarity with client management systems.
This is an excellent opportunity for someone looking to support a growing team of financial planners in an engaging environment.
Wealth Planning Administrator & IFA Support in Birmingham employer: JJ Search
Contact Detail:
JJ Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Administrator & IFA Support in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client service and compliance, so you can showcase how your experience aligns with their needs during the chat.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable discussing your skills and experiences. This will help you articulate your fit for the Wealth Planning Administrator role with confidence.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Wealth Planning Administrator & IFA Support in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills align with the role, so don’t be shy about showcasing your knowledge of compliance and client management systems!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Wealth Planning Administrator role and how you can contribute to our team. Keep it engaging and personal – we love a bit of personality!
Showcase Relevant Experience: When filling out your application, make sure to highlight any relevant experience you have in client service administration and scheduling meetings. We’re looking for someone who can hit the ground running, so let us know what you’ve done before!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to see more about our company culture while you’re at it!
How to prepare for a job interview at JJ Search
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services and compliance. Familiarise yourself with common client management systems, as this will show that you're ready to hit the ground running.
✨Showcase Your Admin Skills
Be prepared to discuss your previous experience in client service administration. Bring examples of how you've successfully managed schedules and prepared reports, as this will demonstrate your organisational skills.
✨Engage with the Team
Since this role involves supporting a team of financial planners, be ready to talk about how you work collaboratively. Share instances where you've contributed to a team environment and how you handle communication with colleagues and clients.
✨Ask Smart Questions
Prepare thoughtful questions about the firm’s approach to financial planning and client service. This shows your genuine interest in the role and helps you understand if the company culture aligns with your values.
