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- Tasks: Support financial advisers by preparing documentation and processing applications.
- Company: Join a top Wealth Management Company known for its holistic client approach.
- Benefits: Enjoy 25 days holiday, company bonuses, free parking, and funded study support.
- Why this job: Be part of a friendly team that values training and professional growth.
- Qualifications: Experience in financial services, particularly with pensions and investments, is required.
- Other info: Participate in exciting company events and enjoy a supportive work culture.
The predicted salary is between 36000 - 60000 £ per year.
NJR Recruitment is currently working with a leading Wealth Management Company, who provides holistic wealth management advice to clients based across the UK. Due to their continued growth are now looking for a pro-active and driven Financial Planning Administrator to join their team based in Beverley This role will suit someone who has been working within financial services and has experience of Pensions & Investments, as well as delivery of first class service to Clients and Consultants. You will be working for a professional services firm with an excellent reputation for training staff in a friendly and welcoming environment. What’s in it for you? 25 days Holiday + Bank Holidays Company Bonus Scheme Excellent Training and Development Funded Study Support Death in Service Cover Free Parking Lots of Company Events Company Pension Responsibilities Preparing pre-meeting documentation for the Advisers Processing new business applications Admini…
Financial Planning Administrator employer: NJR Recruitment Careers
Contact Detail:
NJR Recruitment Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the specific financial products and services offered by wealth management companies. Understanding Pensions & Investments in detail will help you stand out during discussions.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in wealth management. Attend relevant events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Demonstrate your proactive nature by preparing insightful questions about the company's approach to client service and team collaboration. This shows your genuine interest in contributing to their success.
✨Tip Number 4
Research the latest trends in wealth management and be ready to discuss how they might impact the role of a Financial Planning Administrator. This knowledge can set you apart as a candidate who is forward-thinking and informed.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Financial Planning Administrator position. Highlight key responsibilities and required skills, such as experience in Pensions & Investments, to tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in financial services. Provide specific examples of how you've delivered first-class service to clients and consultants, as this is crucial for the role.
Showcase Your Skills: Demonstrate your proactive nature and ability to work in a team. Mention any relevant training or certifications you have that align with the company's focus on professional development and excellent service.
Craft a Compelling Cover Letter: Write a personalized cover letter that reflects your enthusiasm for the role and the company. Explain why you are a good fit for their team and how you can contribute to their continued growth.
How to prepare for a job interview at NJR Recruitment Careers
✨Show Your Financial Knowledge
Make sure to brush up on your knowledge of pensions and investments. Be prepared to discuss specific examples from your previous experience that demonstrate your understanding of these areas.
✨Highlight Your Client Service Skills
Since the role emphasizes delivering first-class service, think of instances where you went above and beyond for clients. Share these stories to showcase your commitment to excellent client service.
✨Demonstrate Proactivity
The company is looking for a pro-active individual. Prepare to discuss how you've taken initiative in past roles, whether it was streamlining processes or identifying new opportunities for improvement.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, training programs, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
