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- Tasks: Join us as a Financial Planning Administrator and manage client documentation and business tracking.
- Company: Be part of a family-run firm known for its supportive culture and commitment to financial planning.
- Benefits: Enjoy a competitive salary, bonuses, 25 days holiday, private medical insurance, and full study support.
- Why this job: This role offers a fantastic entry into the financial planning industry with growth opportunities and a positive work environment.
- Qualifications: We're looking for ambitious individuals eager to learn and grow in corporate finance.
- Other info: Located in Leeds City Centre, this position is perfect for those seeking a dynamic career path.
The predicted salary is between 19200 - 22400 £ per year.
Financial Planning Administrator Leeds £24,000 – £28,000 NJR Recruitment is delighted to be working with a well-established family run firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Corporate Finance Administrator to join their offices in Leeds City Centre. What’s in it for you? Great Salary 25 Days holiday + Bank Holidays Quarterly Bonus AND Annual Bonus Company Pension Monthly Well Being Bonus Private Medical Insurance Full Study Support and Career Development This is a genuinely exciting opportunity for an ambitious individual who is looking for a career within the financial planning industry. Daily responsibilities will consist of: Creating new client packs Input Fact Find details into client database Prepare and send off authority letters and send to client for signature Check all Anti-Money Laundering information is current and relevant checks have taken place Obtain Illustrations, application forms, key feature documents and other relevant supporting documentation Submit new business Track new business and current position, updating planner/paraplanner accordingly
Financial Planning Administrator employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the financial planning industry, especially corporate finance. Understanding the key concepts and terminology will help you communicate effectively during the interview.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local finance events or join online forums to connect with others who can provide insights or even refer you to opportunities.
✨Tip Number 3
Demonstrate your proactive nature by preparing questions about the company and its operations. This shows your genuine interest and helps you stand out as a candidate.
✨Tip Number 4
Highlight any relevant experience with client management systems or financial databases. Being familiar with these tools can give you an edge over other candidates.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or administration. Use keywords from the job description to demonstrate that you understand the role and its requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific reasons why you want to work with this family-run firm and how your skills align with their needs.
Highlight Relevant Skills: Emphasize skills that are crucial for the role, such as attention to detail, organizational abilities, and familiarity with financial documentation. Provide examples of how you've successfully used these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, as well as ensuring that all information is accurate and up-to-date.
How to prepare for a job interview at NJR Recruitment
✨Understand the Financial Planning Landscape
Make sure you have a solid grasp of the financial planning industry, especially corporate finance. Familiarize yourself with key terms and concepts that are relevant to the role, as this will show your enthusiasm and readiness to contribute.
✨Demonstrate Attention to Detail
Since the role involves handling sensitive client information and ensuring compliance with regulations, be prepared to discuss how you ensure accuracy in your work. Share examples from past experiences where your attention to detail made a difference.
✨Showcase Your Organizational Skills
The job requires managing multiple tasks such as creating client packs and tracking new business. Highlight your organizational skills by discussing tools or methods you use to stay organized and efficient in a busy environment.
✨Prepare Questions for the Interviewers
Engage with the interviewers by preparing thoughtful questions about the company culture, team dynamics, and opportunities for career development. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
