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- Tasks: Support the Financial Planning Team by managing client records and preparing meeting documentation.
- Company: Dynamic financial services provider in Yeovil with a focus on growth.
- Benefits: Hybrid working, professional development opportunities, and a supportive team environment.
- Why this job: Join a vibrant team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong attention to detail.
- Other info: Exciting career growth potential in a fast-paced environment.
The predicted salary is between 28800 - 43200 £ per year.
A financial services provider in Yeovil is seeking an experienced Administrator to support their Financial Planning Team. This role entails managing client records, preparing documentation for meetings, and ensuring regulatory compliance.
Candidates should have a strong background in financial services administration, exhibit excellent attention to detail, and be able to communicate effectively with clients.
The role offers a dynamic work environment with opportunities for professional development and hybrid working arrangements.
Financial Planning Administrator | Hybrid & Career Growth in Yeovil 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 Yeovil
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work in roles similar to the Financial Planning Administrator. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial administration. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and how it aligns with the job.
✨Tip Number 3
Showcase your attention to detail! During interviews, share specific examples of how you've managed client records or ensured compliance in previous roles. This will demonstrate your fit for the position and make you stand out.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Planning Administrator | Hybrid & Career Growth in Yeovil
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 match the role, so don’t be shy about showcasing your attention to detail and communication abilities!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Financial Planning Team. Share specific examples of your past experiences that relate to managing client records and preparing documentation.
Showcase Your Compliance Knowledge: Since regulatory compliance is key in this role, make sure to mention any relevant experience or training you have in this area. We love candidates who understand the importance of compliance in financial services!
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
Make sure you brush up on your financial services knowledge. Understand the basics of financial planning, regulatory compliance, and client management. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Attention to Detail
Since this role requires excellent attention to detail, prepare examples from your past work where you've demonstrated this skill. Whether it’s managing client records or preparing documentation, be ready to discuss how your meticulous nature has benefited your previous employers.
✨Practice Your Communication Skills
Effective communication is key in this role. Think about times when you've had to explain complex information to clients or colleagues. Practise articulating these experiences clearly, as it will showcase your ability to connect with clients and team members alike.
✨Embrace the Hybrid Work Model
Familiarise yourself with hybrid working practices. Be prepared to discuss how you manage your time and productivity in a flexible work environment. Highlight any experience you have with remote work tools or strategies that keep you organised and efficient.
