At a Glance
- Tasks: Provide top-notch admin support and manage client correspondence in a dynamic financial planning firm.
- Company: A leading financial planning firm located in East Molesey.
- Benefits: Competitive pay, generous holiday leave, and a pension scheme.
- Other info: Great opportunity for career growth in a thriving industry.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial planning, IT skills, and excellent communication abilities.
The predicted salary is between 28800 - 43200 £ per year.
A financial planning firm in East Molesey is seeking a Financial Administrator to provide high-quality administrative support. In this role, you will manage client correspondence, process new business, and maintain client records.
The ideal candidate will have experience in a Financial Planning firm, IT fluency, and strong communication skills.
This position offers competitive pay and generous benefits, including holiday leave and a pension scheme.
Financial Admin & Client Services — Back-Office (Planning) employer: Perspective Financial Group Ltd
Join a dynamic financial planning firm in East Molesey, where we prioritise employee well-being and professional growth. Our supportive work culture fosters collaboration and innovation, offering competitive pay, generous benefits including holiday leave and a pension scheme, and ample opportunities for career advancement. Experience a rewarding environment that values your contributions and encourages you to thrive in your role as a Financial Administrator.
Contact Details:
Perspective Financial Group Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Admin & Client Services — Back-Office (Planning)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show that you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your communication skills! Since strong communication is key for this role, consider doing mock interviews with friends or family. This will help you articulate your thoughts clearly and confidently when it counts.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Financial Admin & Client Services — Back-Office (Planning)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in financial administration and client services. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your relevant experience!
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 Admin role. We love seeing enthusiasm and a bit of personality, so let us know what excites you about working with us.
Show Off Your IT Skills:Since we value IT fluency, make sure to mention any software or tools you’re comfortable with. If you've worked with financial planning software before, give us the details – it’ll definitely catch our eye!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Familiarise yourself with common terms and processes in the industry, as well as any recent trends or changes. This will show that you're not just a candidate but someone who genuinely understands the field.
✨Show Off Your IT Skills
Since the role requires IT fluency, be prepared to discuss your experience with relevant software and tools. If you've used specific financial planning software or CRM systems, mention them. You might even want to bring examples of how you've used technology to improve efficiency in previous roles.
✨Communicate Clearly
Strong communication skills are key for this position. Practice articulating your thoughts clearly and concisely. During the interview, listen carefully to questions and respond thoughtfully. It’s all about demonstrating that you can manage client correspondence effectively.
✨Prepare Questions
Have a few insightful questions ready to ask at the end of the interview. This shows your interest in the role and the company. You could ask about their approach to client management or how they support their staff's professional development. It’s a great way to engage and leave a lasting impression!
