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- Tasks: Support financial planning by processing applications and providing technical support.
- Company: National IFA firm with a client-centric approach.
- Benefits: In-house training academy and excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience as a financial planning administrator and strong communication skills.
- Other info: Exciting projects and a supportive work environment await you.
The predicted salary is between 24000 - 36000 £ per year.
Overview
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 their Leeds office.
Responsibilities
- 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
- Project work when required
Benefits
This firm offers an inhouse training academy, and excellent long-term opportunities to progress your career within the firm.
Qualifications
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.
Compensation
Basic salary to £30,000 benefits
Location
Financial Planning Administrator • Leeds, West Yorkshire, UK
Financial Planning Administrator - Leeds - Basic salary to £30,000 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 - Leeds - Basic salary to £30,000
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know someone at the firm. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of investment platforms and model portfolios. We want you to show off your expertise and how you can contribute to the team right from day one!
✨Tip Number 3
Don’t forget to ask questions during the interview! It shows your interest in the role and helps you understand if the company is the right fit for you. Plus, it’s a great way to demonstrate your communication skills.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Financial Planning Administrator - Leeds - Basic salary to £30,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning administration. We want to see how your skills match the role, so don’t be shy about showcasing your knowledge of IO/platforms and model portfolios!
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 you can contribute to our client-centric approach. Keep it friendly and professional!
Showcase Your Communication Skills: Since this role involves providing technical support and working with clients, make sure to highlight your excellent communication skills in your application. We love candidates who can convey complex information clearly!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at MI Search Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning, investment platforms, and model portfolios. Being able to discuss these topics confidently will show that you're not just familiar with the role but also passionate about it.
✨Showcase Your Team Spirit
Since this role involves working closely with a team, be ready to share examples of how you've collaborated in the past. Highlighting your communication skills and ability to support colleagues will resonate well with the interviewers.
✨Prepare for Technical Questions
Expect questions related to compliance monitoring and suitability reports. Familiarise yourself with the processes involved and be prepared to explain how you would handle specific scenarios. This will demonstrate your technical competence.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions about the firm’s training academy or career progression opportunities. This shows your interest in long-term growth and commitment to the company.
