Entry-Level Financial Planning Administrator in Woking
Entry-Level Financial Planning Administrator

Entry-Level Financial Planning Administrator in Woking

Woking Entry level 21600 - 36000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial advisers by managing client records and preparing meeting materials.
  • Company: Dynamic financial services recruitment agency in Woking.
  • Benefits: Competitive salary up to £30,000, 25 days holiday, and daily meals provided.
  • Why this job: Join a vibrant team and grow your career in the financial industry.
  • Qualifications: Administrative experience and strong communication skills are essential.
  • Other info: Opportunity to work with high-net-worth clients and develop professionally.

The predicted salary is between 21600 - 36000 £ per year.

A financial services recruitment agency is seeking a proactive Practice Administrator to support their client’s financial advisory team in Woking. This entry-level role offers a competitive salary of up to £30,000 and involves managing client records, preparing meeting materials, and assisting advisers.

Ideal candidates will have:

  • Administrative experience
  • Excellent communication skills
  • A desire to grow in the financial industry

The position offers 25 days of holiday and daily meals are provided. Apply to join a dynamic team working with high-net-worth clients.

Entry-Level Financial Planning Administrator in Woking employer: MaxAd Recruitment Ltd

Join a vibrant financial services recruitment agency in Woking, where you will be part of a supportive team dedicated to your professional growth. With a competitive salary, generous holiday allowance, and daily meals provided, this entry-level role not only offers a pathway into the financial industry but also fosters a collaborative work culture that values communication and development. Embrace the opportunity to work with high-net-worth clients and build a rewarding career in financial planning.
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Contact Detail:

MaxAd Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Entry-Level Financial Planning Administrator in Woking

✨Tip Number 1

Network like a pro! Reach out to people in the financial services industry, especially those who work in advisory roles. A friendly chat can lead to valuable insights and even job leads.

✨Tip Number 2

Prepare for interviews by researching the company and its clients. Knowing their values and services will help you stand out and show that you're genuinely interested in the role.

✨Tip Number 3

Practice your communication skills! Since this role involves assisting advisers and managing client records, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that entry-level position, and applying directly can give you an edge over other candidates.

We think you need these skills to ace Entry-Level Financial Planning Administrator in Woking

Administrative Experience
Communication Skills
Client Record Management
Meeting Preparation
Support for Financial Advisers
Proactivity
Attention to Detail
Desire to Grow in the Financial Industry

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights any relevant administrative experience and communication skills. We want to see how you can support our financial advisory team, so don’t be shy about showcasing your strengths!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're excited about the role and how your background makes you a great fit. We love seeing enthusiasm for the financial industry, so let that passion come through.

Be Clear and Concise: When filling out your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point. This will help us understand your qualifications quickly and easily.

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 this exciting opportunity with our dynamic team!

How to prepare for a job interview at MaxAd Recruitment Ltd

✨Know Your Financial Basics

Brush up on your financial knowledge before the interview. Understand key concepts related to financial planning and advisory services, as this will show your enthusiasm for the role and help you engage in meaningful conversations with the interviewers.

✨Showcase Your Administrative Skills

Prepare examples from your past experiences that highlight your administrative skills. Whether it’s managing records or preparing materials, be ready to discuss how you’ve successfully handled similar tasks in previous roles or during your studies.

✨Communicate Clearly and Confidently

Since excellent communication is a must for this role, practice articulating your thoughts clearly. Consider doing mock interviews with friends or family to build your confidence and ensure you can convey your ideas effectively during the actual interview.

✨Express Your Desire to Grow

Let them know you’re eager to learn and grow within the financial industry. Share your career aspirations and how this role aligns with your goals. This shows that you’re not just looking for a job, but a long-term opportunity to develop your skills.

Entry-Level Financial Planning Administrator in Woking
MaxAd Recruitment Ltd
Location: Woking

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