At a Glance
- Tasks: Support financial advisers with case preparation and technical analysis for holistic advice.
- Company: Join a small, family-oriented team in St Albans with a lovely office environment.
- Benefits: Competitive salary, on-site parking, and one day of remote work after probation.
- Other info: Immediate opportunity with excellent career growth potential in a supportive team.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in financial services administration and strong analytical skills.
The predicted salary is between 30000 - 45000 £ per year.
An excellent opportunity exists to join this small family team in St Albans. It is an immediate opportunity therefore please do not hesitate in forwarding your CV for earliest consideration.
Parking on site or paid for in local car park. Office based, one day work from home after probation. Small team and a lovely office to work in.
Responsibilities include:
- Support financial advisers with case preparation, technical analysis and administration to facilitate the delivery of holistic financial advice to individuals, households and businesses.
- Prepare and maintain client records, including updating fact finds, completing risk profiling, documenting objectives, and supporting suitability assessments.
- Conduct investment and product research using financial planning tools and platforms to support adviser recommendations.
- Assist with pension and investment analysis, including annual allowance calculations and technical product reviews.
- Ideally able to produce or put together suitability reports for simple investments, client reviews, withdrawals, and other ongoing advice requirements.
- Liaise with product providers to obtain policy and scheme information and process client transactions, including withdrawals and fund switches.
- Provide high-quality administrative support to ensure efficient case progression.
Senior Financial Services Administrator / Paraplanner employer: OneWay Recruit
Join a supportive and close-knit family team in St Albans, where your contributions as a Senior Financial Services Administrator / Paraplanner will be valued and recognised. Enjoy a flexible work environment with the option to work from home one day a week after probation, alongside competitive pay and on-site parking. With a focus on employee growth and a lovely office atmosphere, this role offers a meaningful opportunity to make a real impact in delivering holistic financial advice.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Services Administrator / Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial administration and paraplanning. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and skills.
✨Tip Number 3
Showcase your expertise! Bring along examples of your work, like suitability reports or case studies, to demonstrate your skills during interviews. This will help you stand out as a candidate who can hit the ground running.
✨Tip Number 4
Don't forget to apply through our website! It’s the quickest way to get your CV in front of the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Financial Services Administrator / Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Services Administrator / Paraplanner role. Highlight relevant experience and skills that match the job description, like case preparation and technical analysis. We want to see how you can support our financial advisers!
Showcase Your Skills:Don’t just list your duties; showcase your skills! If you've conducted investment research or prepared suitability reports, let us know. Use specific examples to demonstrate how you’ve added value in previous roles.
Keep It Professional Yet Personal:While we love a professional tone, don’t be afraid to let your personality shine through. A little warmth can go a long way in making your application stand out. Remember, we’re a small family team looking for someone who fits in well!
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s quick and easy, and it helps us keep track of your application. Don’t hesitate – we’re excited to hear from you!
How to prepare for a job interview at OneWay Recruit
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around investment products and pension analysis. Familiarise yourself with the tools and platforms mentioned in the job description, as this will show that you're ready to hit the ground running.
✨Showcase Your Administrative Skills
Be prepared to discuss your experience with client record management and administrative support. Bring examples of how you've maintained accurate records and supported advisers in previous roles, as this is crucial for the position.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and analytical skills. Practice explaining complex financial concepts in simple terms, as you'll need to communicate effectively with clients and colleagues alike.
✨Demonstrate Team Spirit
Since this role is within a small family team, highlight your ability to work collaboratively. Share examples of how you've contributed to a positive team environment and supported your colleagues in achieving common goals.
