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- Tasks: Join a dynamic team to manage financial applications and support clients.
- Company: A leading national IFA firm focused on client-centric financial planning.
- Benefits: Enjoy in-house training, career progression, and a competitive salary of up to £28,000.
- Why this job: Be part of a supportive culture with opportunities for growth and impactful work.
- Qualifications: Experience as a financial planning administrator is essential; knowledge of platforms is a plus.
- Other info: Ideal for those looking to kickstart their career in finance with hands-on training.
The predicted salary is between 22400 - 33600 £ per year.
This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their busy team in Darlington.
In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and externally with clients, compliance monitoring; assisting in the production of suitability reports; and project work when required.
This firm offers an-house training academy, and excellent long-term opportunities to progress your career within the firm.
You must have experience working in a financial planning administrator role and ideally have experience of IO / platforms and an understanding of model portfolios and DFM\’s alongside excellent communication and team working skills.
Basic salary to GBP28,000 benefits
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Financial Planning Administrator - Darlington - National IFA Firm employer: MI Search Ltd
Contact Detail:
MI Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Darlington - National IFA Firm
✨Tip Number 1
Familiarise yourself with the specific financial planning software and platforms that the firm uses. This knowledge will not only help you stand out during discussions but also demonstrate your proactive approach to understanding their operations.
✨Tip Number 2
Network with current or former employees of the firm on platforms like LinkedIn. Engaging in conversations can provide you with insider insights about the company culture and expectations, which can be invaluable during interviews.
✨Tip Number 3
Prepare to discuss your previous experience in detail, especially any specific cases where you successfully managed client interactions or compliance monitoring. Real-life examples will showcase your skills effectively.
✨Tip Number 4
Stay updated on the latest trends in financial planning and investment management. Being knowledgeable about current market conditions and regulatory changes can give you an edge in conversations with interviewers.
We think you need these skills to ace Financial Planning Administrator - Darlington - National IFA Firm
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the specific responsibilities and skills required for the Financial Planning Administrator position. Tailor your application to highlight relevant experience in financial planning and administration.
Highlight Relevant Experience: Make sure to emphasise your previous experience in a financial planning administrator role. Include specific examples of tasks you've undertaken, such as processing applications, compliance monitoring, or producing suitability reports.
Showcase Communication Skills: Since excellent communication is key for this role, provide examples in your CV or cover letter that demonstrate your ability to communicate effectively with clients and team members. Mention any experience you have in providing technical support.
Tailor Your CV and Cover Letter: Customise your CV and cover letter to reflect the values and client-centric approach of the firm. Use keywords from the job description and express your enthusiasm for the opportunity to grow within the company.
How to prepare for a job interview at MI Search Ltd
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial planning concepts, investment platforms, and model portfolios. Being able to discuss these topics confidently will demonstrate your expertise and suitability for the role.
✨Highlight Your Teamwork Skills
Since this role involves working closely with a busy team, be prepared to share examples of how you've successfully collaborated with others in previous positions. This will show that you can fit into their client-centric approach.
✨Prepare for Technical Questions
Expect questions related to compliance monitoring and suitability reports. Familiarise yourself with the processes involved and be ready to explain how you would handle these tasks effectively.
✨Express Your Career Aspirations
This firm offers excellent long-term opportunities for career progression. Be sure to communicate your enthusiasm for growth within the company and how you see yourself developing in the financial planning field.
