Financial Planning Administrator Apply now
Financial Planning Administrator

Financial Planning Administrator

Warrington Full-Time 24000 - 36000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Support a Director by managing client interactions and coordinating document preparation.
  • Company: Join a growing boutique firm of Chartered Financial Planners near Warrington.
  • Benefits: Earn up to £30,000 with opportunities for progression and professional development.
  • Why this job: Perfect for those passionate about finance and looking for a collaborative work culture.
  • Qualifications: Strong organizational skills and a desire to learn are essential.
  • Other info: Potential to progress into Paraplanning or Financial Planner roles within a few years.

The predicted salary is between 24000 - 36000 £ per year.

Job Advert: Financial Planning Administrator Location: near Warrington (WA4) Salary: up to £30,000 plus benefits Our client, a boutique firm of Chartered Financial Planners based near Warrington, is seeking a Financial Planning Administrator to join their team, supporting one of the company Directors. This role is ideal for someone with a passion for financial services, who thrives in a collaborative and client-focused environment. There will be plenty of opportunities for development and progression within this company, who are still at an early stage of their growth, and those who are willing to work hard in this role and take the required qualifications, will be rewarded with opportunities to progress into Paraplanning (within a few years) and even eventually into a Financial Planner role. About the Role As a Financial Planning Administrator, you will play a vital role in supporting a Director (a Chartered Financial Planner) by providing a compliant, efficient, and professional service to their clients. You will be responsible for managing key client interactions, coordinating document preparation, and ensuring the smooth processing of new business. This role requires an individual with strong organizational skills who can manage various administrative tasks with a high degree of accuracy and confidentiality. …

Financial Planning Administrator employer: mbf

Our client is an exceptional employer, offering a dynamic work culture that fosters collaboration and client focus. Located near Warrington, this boutique firm of Chartered Financial Planners provides ample opportunities for professional growth, with clear pathways to advance into Paraplanning and Financial Planner roles. Employees benefit from a supportive environment where hard work and dedication are recognized and rewarded, making it an ideal place for those passionate about financial services.
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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 the financial planning industry and the specific services offered by boutique firms. This knowledge will help you engage in meaningful conversations during the interview and demonstrate your genuine interest in the role.

Tip Number 2

Highlight your organizational skills and attention to detail in any discussions or networking opportunities. These traits are crucial for a Financial Planning Administrator, and showcasing them can set you apart from other candidates.

Tip Number 3

Connect with current employees on LinkedIn to gain insights into the company culture and expectations. This can provide you with valuable information that you can use to tailor your approach during the application process.

Tip Number 4

Be prepared to discuss your long-term career goals and how they align with the company's growth. Showing that you are eager to develop and progress within the firm can make a strong impression on the hiring team.

We think you need these skills to ace Financial Planning Administrator

Organizational Skills
Attention to Detail
Client Relationship Management
Financial Services Knowledge
Document Preparation
Confidentiality
Time Management
Communication Skills
Problem-Solving Skills
Team Collaboration
Adaptability
Proficiency in Financial Software
Ability to Work Under Pressure
Basic Understanding of Financial Planning

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Financial Planning Administrator position. Understand the key responsibilities and required skills, and think about how your experience aligns with these.

Tailor Your CV: Customize your CV to highlight relevant experience in financial services and administrative roles. Emphasize your organizational skills and any experience you have in client interactions or document management.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your desire to grow within the company. Mention specific examples of how you have successfully managed administrative tasks and supported team members in previous roles.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of Financial Planning Administrator.

How to prepare for a job interview at mbf

Show Your Passion for Financial Services

Make sure to express your enthusiasm for the financial services industry during the interview. Share any relevant experiences or interests that demonstrate your commitment and passion for this field.

Highlight Your Organizational Skills

Since the role requires strong organizational abilities, be prepared to discuss specific examples of how you've successfully managed multiple tasks or projects in the past. This will showcase your capability to handle the responsibilities of the position.

Emphasize Team Collaboration

The company values a collaborative environment, so be ready to talk about your experiences working in teams. Highlight instances where you contributed to group success or supported colleagues, as this aligns with their culture.

Discuss Your Career Aspirations

Since there are opportunities for progression within the company, share your career goals and how you see yourself growing in the financial planning field. This shows your ambition and willingness to invest in your professional development.

Financial Planning Administrator
mbf Apply now
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  • Financial Planning Administrator

    Warrington
    Full-Time
    24000 - 36000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-12

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    mbf

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