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- Tasks: Support financial advisers with client documentation and manage transactions.
- Company: Join a leading independent financial advice business focused on tailored services.
- Benefits: Enjoy flexible working, pension, life insurance, and full study support for your diploma.
- Why this job: Grow your career in a supportive environment with opportunities for professional development.
- Qualifications: Looking for organized, detail-oriented individuals eager to learn in financial services.
- Other info: Flexible hours available; work remotely most of the time!
The predicted salary is between 24000 - 36000 £ per year.
Job Title: Financial Planning Administrator Location: Wilmslow, Flexible working; office attendance 1-2 times per week (remote for the rest) Salary: Up to £30,000 per annum Benefits: Pension, Life Insurance (DIS), Income Protection, and Full Study Support towards Diploma in Financial Planning Hours: Full-time, part-time, or flexible hours to suit the right candidate Are you an organized, detail-oriented professional looking to grow your career in financial services? Our client, a leading National independent financial advice business is seeking an Administrator to join their Client Services team. About Us: Our client specialises in providing tailored financial advice across savings, investments, and retirement planning. Their partnerships with Building Societies and corporate clients empower them to deliver outstanding services that meet diverse client needs. The Role: As an Administrator, you will provide vital administrative support to the advisers, ensuring efficient processing and management of client documentation. Key responsibilities include: Processing and managing new business applications and associated paperwork. Maintaining and updating client records on Intelligent Office. Managing client transactions and assisting with trades on Provider Platforms. Responding prompt…
Financial Planning Administrator employer: mbf.
Contact Detail:
mbf. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with Intelligent Office, as it's a key tool for managing client records. Understanding how to navigate and utilize this software will give you an edge during the interview.
✨Tip Number 2
Highlight your organizational skills and attention to detail in conversations. These traits are crucial for processing client documentation efficiently, so be ready to share examples from your past experiences.
✨Tip Number 3
Research the financial services industry, particularly around savings, investments, and retirement planning. Being knowledgeable about current trends and challenges will show your genuine interest in the role.
✨Tip Number 4
Network with professionals in the financial services sector. Engaging with others in the field can provide insights and potentially lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and administration. Emphasize your organizational skills and attention to detail, as these are crucial for the role.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your skills and experiences align with the needs of the Client Services team.
Highlight Relevant Skills: In your application, focus on skills such as client management, document processing, and familiarity with financial planning tools. Mention any experience with Intelligent Office or similar platforms.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this position.
How to prepare for a job interview at mbf.
✨Show Your Organizational Skills
As a Financial Planning Administrator, being organized is key. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously. This will demonstrate your ability to handle the administrative responsibilities of the role.
✨Familiarize Yourself with Financial Services
Make sure you have a good understanding of the financial services industry, especially in areas like savings, investments, and retirement planning. Research the company’s approach to financial advice and be ready to discuss how you can contribute to their mission.
✨Highlight Your Attention to Detail
Attention to detail is crucial for this position. Be prepared to discuss specific instances where your meticulous nature helped avoid errors or improved processes. This will reassure the interviewers that you can manage client documentation accurately.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. Inquire about the team dynamics, the tools they use for managing client records, or how they support professional development. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
