At a Glance
- Tasks: Support financial advisers with case preparation and client administration.
- Company: Join a small, family-oriented team in St Albans.
- Benefits: Competitive salary, on-site parking, and flexible work options after probation.
- Other info: Enjoy a lovely office environment with opportunities for growth.
- Why this job: Make a real impact by delivering holistic financial advice to clients.
- Qualifications: Experience in financial services administration is a plus.
The predicted salary is between 37500 - 37500 £ 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.
- 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 and excellent client service standards.
The following is ideal but not strictly necessary:
- Experience of being able to build and maintain cashflow models.
- Support estate planning activities, including inheritance tax (IHT) calculations, trust administration, and intergenerational wealth planning.
Senior Financial Services Administrator / Paraplanner in St Albans 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 lovely office environment with the flexibility of one day working from home after probation, alongside opportunities for professional growth and development within the financial services sector. With on-site parking and a commitment to excellent client service, this role offers a rewarding career path in a welcoming atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Services Administrator / Paraplanner in St Albans
✨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 with articulating 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 and show that you’re ready to hit the ground running.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Senior Financial Services Administrator / Paraplanner in St Albans
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Senior Financial Services Administrator / Paraplanner role. Highlight any relevant experience in financial services, case preparation, and client management to catch our eye!
Showcase Your Skills:In your application, don’t just list your duties from previous jobs; show us how you’ve excelled in them! Use specific examples of how you've supported advisers or conducted investment research to demonstrate your expertise.
Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so make sure your writing is easy to read and free of jargon. This will help us understand your qualifications quickly!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and we can’t wait to see what you bring to the table!
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 case preparation and technical analysis. Familiarise yourself with the tools and platforms used in financial planning, as well as any recent changes in regulations that might affect the role.
✨Showcase Your Administrative Skills
Since this role involves a lot of administrative support, be ready to discuss your experience with maintaining client records and managing transactions. Prepare examples of how you've ensured efficient case progression and high-quality client service in your previous roles.
✨Be Ready for Technical Questions
Expect questions about investment and product research, as well as pension and investment analysis. Brush up on your ability to conduct risk profiling and suitability assessments, and be prepared to explain your thought process when making recommendations.
✨Demonstrate Team Spirit
This is a small family team, so they’ll be looking for someone who can fit in well. Be prepared to talk about your teamwork experiences and how you’ve collaborated with others to achieve common goals. Show them you’re not just a lone wolf!
