At a Glance
- Tasks: Provide top-notch admin support in pensions and investments for advisers.
- Company: Join a reputable recruitment firm in the heart of Wilmslow.
- Benefits: Competitive salary up to £30,000 and a supportive team environment.
- Other info: Great opportunity for career growth in a dynamic industry.
- Why this job: Make a difference by supporting financial planning and client success.
- Qualifications: Experience in financial planning and knowledge of IRESS / 1st software required.
The predicted salary is between 30000 - 30000 € per year.
NJR Recruitment is seeking an experienced Administrator for a CLIENT SUPPORT role in PENSIONS & INVESTMENTS in Wilmslow. The successful candidate will provide excellent administrative support to a technical Partner and a team of Consultants.
Responsibilities include:
- Processing new business
- Issuing client documents
- Using the Client Management system
A strong background in financial planning and familiarity with IRESS / 1st software is essential. The role offers a competitive salary of up to £30,000.
Pensions & Investments Admin - Support for Advisers in Wilmslow employer: NJR Recruitment
NJR Recruitment is an excellent employer, offering a dynamic work culture that values collaboration and professional growth. Located in the vibrant town of Wilmslow, employees benefit from a supportive environment with opportunities for career advancement in the financial services sector, alongside a competitive salary and comprehensive benefits package.
StudySmarter Expert Advice🤫
We think this is how you could land Pensions & Investments Admin - Support for Advisers in Wilmslow
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions and investments sector. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for those interviews! Research common questions related to client support roles in financial planning. Practise your answers, focusing on your experience with IRESS or similar software to show you’re the right fit.
✨Tip Number 3
Showcase your skills! When you get the chance, highlight your administrative prowess and attention to detail. Use examples from your past roles to demonstrate how you’ve successfully processed new business and managed client documents.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Pensions & Investments Admin - Support for Advisers in Wilmslow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in pensions and investments. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant skills and experiences!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how you can support our team. We love seeing enthusiasm and a personal touch.
Showcase Your Technical Skills:Since familiarity with IRESS / 1st software is essential, make sure to mention any experience you have with these systems. We appreciate candidates who can hit the ground running!
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 NJR Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with the latest trends and regulations in the industry, as well as the specific software mentioned, like IRESS or 1st software. This will show that you're not just a candidate, but someone who is genuinely interested and informed.
✨Showcase Your Admin Skills
Since this role involves providing excellent administrative support, be ready to discuss your previous experience in similar roles. Prepare examples of how you've successfully managed client documents and processed new business. Highlight any systems you've used and how you’ve improved efficiency in your past positions.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions to ask about the team dynamics, the company culture, and how success is measured in this role. This not only shows your interest but also helps you determine if the company is the right fit for you.
✨Dress the Part
Even if the company has a relaxed dress code, it’s always better to err on the side of professionalism for an interview. A smart outfit can boost your confidence and make a great first impression. Remember, you want to convey that you take the opportunity seriously!
