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For Companies At a Glance
- Tasks: Support financial planners and manage client documentation in a dynamic environment.
- Company: Reputable financial planning firm with a supportive culture.
- Benefits: Competitive salary, hybrid working options, and career progression opportunities.
- Why this job: Join a respected team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong organisational skills.
- Other info: Flexible working hours and a chance to grow your career in finance.
The predicted salary is between 24000 - 40000 £ per year.
We are currently working with a well-established and highly regarded financial planning firm based in High Wycombe, who are looking to recruit a Financial Planning Administrator to join their growing team. This is an excellent opportunity for an experienced financial services administrator to join a supportive, professional business, working closely with advisers and paraplanners across the full client journey.
Key Details:
- Location: High Wycombe (hybrid working available)
- Salary: Up to £40,000 for the right candidate
- Working pattern: Full-time, with flexibility for hybrid working
The Role Will Include:
- Providing administrative support to Financial Planners
- Preparing and processing new business and servicing documentation
- Liaising with providers and clients
- Maintaining accurate client records and managing workflows
About You:
This role would suit someone with previous experience in financial services administration who is looking to progress their career within a high-quality, well-regarded advice firm. Strong attention to detail, good organisation skills, and confidence working in a busy environment are essential.
Financial Planning Administrator in High Wycombe employer: mbf.
Contact Detail:
mbf. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in High Wycombe
✨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 hunt for a Financial Planning Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning processes and client management. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed workflows or maintained accurate records in previous roles. This will demonstrate that you're the perfect fit for a busy environment.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed by the right people. Plus, it shows you're serious about joining our fantastic team in High Wycombe.
We think you need these skills to ace Financial Planning Administrator in High Wycombe
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in financial services administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for us. Keep it professional but let your personality come through!
Showcase Your Attention to Detail: Since this role requires strong attention to detail, make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best work, so double-check everything before hitting send!
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, it shows you’re keen on joining our team!
How to prepare for a job interview at mbf.
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and the specific duties of a Financial Planning Administrator. Be ready to discuss how your previous experience aligns with the role, especially in areas like preparing documentation and liaising with clients.
✨Showcase Your Organisational Skills
Since this role requires strong organisation skills, prepare examples of how you've successfully managed workflows or maintained accurate records in past positions. Use specific scenarios to illustrate your ability to stay organised in a busy environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and the tools they use for client management. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member to practice your responses. Focus on articulating your experience clearly and confidently, especially regarding your attention to detail and administrative skills.
