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For Companies At a Glance
- Tasks: Join a dynamic team to support high-net-worth clients with financial planning.
- Company: A leading financial planning practice in Manchester, specialising in bespoke advice.
- Benefits: Enjoy a competitive salary up to £40,000, pension, and additional perks.
- Why this job: Be part of a collaborative environment that values communication and teamwork.
- Qualifications: Experience in financial planning administration is essential; strong communication skills are a plus.
- Other info: Opportunity to work with UHNW clients and develop your career in finance.
The predicted salary is between 24000 - 40000 £ per year.
This financial planning practice, specialising in providing bespoke complex advice to HNW and UHNW clients is currently seeking a financial planning administrator to work as part of their busy team in Manchester.
In this role you will undertake tasks including:
- Inputting new business applications and following these cases through to completion
- Providing technical support both internally and externally with clients
- Assisting in the production of suitability reports
You must have experience working in a financial planning administrator role and ideally have excellent communication and team working skills.
Basic salary to £40,000, pension and benefits.
UHNW Financial Planning Administrator - Manchester - Salary to £40,000 employer: MI Search Ltd
Contact Detail:
MI Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land UHNW Financial Planning Administrator - Manchester - Salary to £40,000
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who work with HNW and UHNW clients. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the specific needs of this client base.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools commonly used in the industry. Being proficient in these technologies can set you apart from other candidates and demonstrate your commitment to efficiency and accuracy.
✨Tip Number 3
Prepare to discuss your previous experience in detail, particularly any instances where you successfully managed complex cases or provided exceptional support to clients. Highlighting specific examples will showcase your capability and fit for the role.
✨Tip Number 4
Research the company’s values and recent developments in the financial planning industry. Being able to articulate how your personal values align with theirs during an interview can make a strong impression and demonstrate your genuine interest in the position.
We think you need these skills to ace UHNW Financial Planning Administrator - Manchester - Salary to £40,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial planning administrator. Focus on relevant skills such as inputting new business applications, providing technical support, and producing suitability reports.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your experience with HNW and UHNW clients, and demonstrate your excellent communication and teamwork skills.
Showcase Relevant Experience: In your application, provide specific examples of your previous roles in financial planning. Detail how you have successfully managed cases from start to finish and any challenges you overcame.
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 the financial planning sector.
How to prepare for a job interview at MI Search Ltd
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial planning knowledge, especially regarding HNW and UHNW clients. Be prepared to discuss specific financial products and strategies that are relevant to the role.
✨Demonstrate Teamwork Skills
Since this role involves working as part of a busy team, be ready to share examples of how you've successfully collaborated with others in previous positions. Highlight your ability to communicate effectively and support your colleagues.
✨Prepare for Technical Questions
Expect questions that assess your technical skills related to financial planning administration. Familiarise yourself with the processes of inputting new business applications and producing suitability reports, as these will likely come up during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client management and the tools they use. This shows your genuine interest in the role and helps you understand if the company is the right fit for you.
