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For Companies At a Glance
- Tasks: Support Paraplanners and Financial Planners with client business and administrative tasks.
- Company: Join a leading financial planning and asset management firm known for innovation and growth.
- Benefits: Enjoy a competitive salary, generous holiday, private medical insurance, and hybrid working options.
- Why this job: Be part of a supportive culture that values professional development and client relationships.
- Qualifications: Two years of experience in a similar role is required.
- Other info: Opportunity for ongoing training and industry qualification sponsorship.
The predicted salary is between 30000 - 41000 £ per year.
Overview
Director/Senior Recruitment Consultant – Financial Services – South West & Wales
Join a leading national financial planning and asset management business that is recognised for its innovation, success and strong growth. This is an exciting opportunity to be part of a forward-thinking company that offers a supportive and rewarding working environment.
Responsibilities
- Provide first-class administrative support to a group of Paraplanners and Financial Planners, ensuring the efficient processing of client business from start to finish.
- Prepare and maintain client records, process new business applications, handle valuations, liaise with providers, prepare meeting packs and support with client reviews; this position will also have regular client contact.
- Build strong relationships and deliver a high standard of service at all times.
Qualifications
- At least two years experience in a similar position.
Benefits
- Basic salary up to £37,000
- Discretionary annual bonus
- Very generous holiday allowance plus additional leave
- Private Medical Insurance
- Life Assurance
- Hybrid working arrangement
- Ongoing training and professional development support, including sponsorship for industry qualifications should you wish to pursue them
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance
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Financial Planning Administrator – Hybrid Working employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator – Hybrid Working
✨Tip Number 1
Familiarise yourself with the financial planning and asset management industry. Understanding the latest trends and regulations will not only boost your confidence but also impress the interviewers with your knowledge.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 3
Prepare to discuss your experience in administrative support roles. Be ready to share specific examples of how you've efficiently managed client records and processed applications, as this will demonstrate your suitability for the role.
✨Tip Number 4
Showcase your communication skills during the interview. Since the role involves regular client contact, emphasise your ability to build strong relationships and deliver excellent service, which aligns with our values at StudySmarter.
We think you need these skills to ace Financial Planning Administrator – Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or administration. Emphasise any specific skills that align with the responsibilities mentioned in the job description, such as client record management and processing applications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your experience in similar positions and how it has prepared you to provide first-class support to Paraplanners and Financial Planners.
Highlight Relationship-Building Skills: Since the role involves regular client contact, emphasise your ability to build strong relationships. Provide examples of how you've delivered high standards of service in previous roles.
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 crucial in a financial planning role.
How to prepare for a job interview at mbf
✨Know Your Financial Basics
Brush up on your financial knowledge, especially around financial planning and asset management. Be prepared to discuss key concepts and demonstrate your understanding of the industry, as this will show your potential employer that you are serious about the role.
✨Showcase Your Administrative Skills
Since the role involves providing administrative support, be ready to highlight your organisational skills and experience in managing client records. Prepare examples of how you've efficiently processed business applications or handled client communications in previous roles.
✨Emphasise Relationship Building
This position requires strong relationship-building skills. Think of instances where you've successfully built rapport with clients or colleagues, and be ready to share these stories during the interview to illustrate your ability to deliver high-quality service.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s culture, team dynamics, and opportunities for professional development. This not only shows your interest in the role but also helps you assess if the company is the right fit for you.
