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- Tasks: Manage client records and support Financial Advisers with exceptional service.
- Company: Progressive financial services company based in Exeter.
- Benefits: Generous benefits package, flexible working, and professional development opportunities.
- Why this job: Join a rewarding career with growth potential in a dynamic team.
- Qualifications: Experience in financial services administration and strong organisational skills.
- Other info: Hybrid work model with excellent career advancement opportunities.
The predicted salary is between 28800 - 43200 £ per year.
A progressive financial services company in Exeter seeks an experienced Administrator to join their Financial Planning Team. The role involves managing client records and supporting Financial Advisers with outstanding service.
Ideal candidates have a background in financial services administration and strong organisational and communication skills.
This position offers a generous benefits package, including flexible working and professional development opportunities, making it a rewarding career choice.
Financial Planning Administrator | Hybrid & Career Growth in Exeter employer: Old Mill
Contact Detail:
Old Mill Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator | Hybrid & Career Growth in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out as someone who genuinely wants to be part of their team.
✨Tip Number 3
Practice your communication skills! Since this role involves supporting Financial Advisers, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Financial Planning Administrator | Hybrid & Career Growth in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills align with the role, so don’t be shy about showcasing your organisational and communication prowess!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our Financial Planning Team and how you can contribute to providing outstanding service to our clients.
Showcase Relevant Experience: When filling out your application, focus on your previous roles that relate to financial planning or administration. We love seeing how your past experiences can benefit our team and clients!
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at Old Mill
✨Know Your Financial Stuff
Brush up on your financial services knowledge before the interview. Understand key concepts and terminology that are relevant to the role of a Financial Planning Administrator. This will not only show your expertise but also demonstrate your genuine interest in the field.
✨Showcase Your Organisational Skills
Prepare examples of how you've effectively managed client records or supported teams in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your responses, highlighting your organisational prowess and attention to detail.
✨Communicate Clearly and Confidently
Since strong communication skills are essential for this role, practice articulating your thoughts clearly. Consider doing mock interviews with a friend or using online resources to refine your delivery. Remember, it's not just what you say, but how you say it!
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and professional development opportunities. This shows that you're not only interested in the position but also in how you can grow within the company. It’s a great way to leave a lasting impression!
