At a Glance
- Tasks: Support financial advisers and paraplanners with client onboarding and administration.
- Company: A growing private wealth business with a supportive culture.
- Benefits: 25 days annual leave, life assurance, income protection, and hybrid working.
- Other info: Opportunity for career development in a collaborative environment.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in financial planning and strong communication skills.
Working pattern: Hybrid – three days per week in the office
Hours: Full-time, 37.5 hours per week
The Opportunity
We are working with a highly regarded and growing private wealth business that is looking to appoint a Planning Support Administrator. This is an excellent opportunity for an organised, client-focused individual with experience in financial planning who wants to develop their career within a supportive and professional environment. Working closely with financial advisers and paraplanners, you will help onboard new clients, support existing relationships and ensure an excellent level of service is delivered at every stage.
Key Responsibilities
- Supporting financial advisers and paraplanners with day-to-day administration
- Coordinating the efficient onboarding of new clients
- Managing administrative requirements for existing clients
- Communicating professionally with clients by telephone and email
- Building strong relationships with clients and internal stakeholders
- Maintaining accurate information on the company’s CRM system
- Identifying opportunities to improve existing processes
- Supporting wider business projects when required
- Ensuring the client remains at the heart of everything you do
Skills and Experience
The successful candidate will ideally have:
- Previous experience within a financial planning or private wealth environment
- Knowledge of investment products, including ISAs, GIAs, pensions and bonds
- Experience using CRM or financial planning systems
- Strong written and verbal communication skills
- Excellent organisation and attention to detail
- A proactive approach and the ability to manage their own workload
- The ability to work effectively as part of a team
- CII or RO qualifications, or progress towards these, would be advantageous
Benefits
- 25 days’ annual leave plus bank holidays
- Life assurance
- Income protection
- Access to a flexible benefits platform
- Supportive and collaborative working culture
- Hybrid working, with three days per week in the Farnham office
Planning Support Administrator in Farnham employer: Orlaroseassociates
Join a dynamic and innovative company in London that values its employees and fosters a collaborative work culture. As an Executive Assistant to the CEO and CFO, you will benefit from extensive professional development opportunities while working in a supportive environment that prioritises employee well-being and growth. With a focus on cutting-edge technology and global outreach, this role offers a unique chance to contribute to impactful projects within the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Planning Support Administrator in Farnham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Orlaroseassociates. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Orlaroseassociates.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Orlaroseassociates. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Planning Support Administrator in Farnham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Orlaroseassociates and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Orlaroseassociates how you can be a team player!
How to prepare for a job interview at Orlaroseassociates
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Orlaroseassociates.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Orlaroseassociates's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
