At a Glance
- Tasks: Support financial planning by managing administrative tasks and client communications.
- Company: Established financial planning firm with a friendly and stable team.
- Benefits: Flexible part-time hours, competitive salary, and a supportive work environment.
- Other info: Enjoy working in a vibrant location with local amenities at your doorstep.
- Why this job: Join a close-knit team where your contributions are valued and appreciated.
- Qualifications: Experience in administration and a passion for finance.
The predicted salary is between 49500 - 60500 £ per year.
Financial Planning Administrator - Part-Time Morpeth, Northumberland Three days per week Salary negotiable, depending on experience A well-established independent financial planning firm in the centre of Morpeth is looking for an experienced Financial Planning Administrator to join its small and exceptionally stable team.
This is a permanent, three-day-per-week opportunity for someone who enjoys administration, values flexibility and wants to work in a friendly environment where their contribution will be genuinely appreciated.
The company The business has been established for more than 23 years and provides independent financial planning to a loyal client base.
It currently manages approximately £50 million for around 220 clients and has ambitious but measured plans for further growth.
You will join a close-knit team consisting of one Financial Adviser, a full-time Paraplanner, a full-time PA and another part-time Administrator.
Staff retention is exceptional.
One member of the team has been with the business for more than 22 years, with other colleagues approaching nine years and four years respectively.
The well-appointed offices are located in the centre of Morpeth, with shops, cafés and local amenities immediately nearby.
The role Working three days per week, you will provide administr...
Financial Planning Administrator - Part time in Northumberland employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator - Part time in Northumberland
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like mbf often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at mbf.
We think you need these skills to ace Financial Planning Administrator - Part time in Northumberland
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at mbf and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at mbf. A little light-heartedness can go a long way!
How to prepare for a job interview at mbf
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
