At a Glance
- Tasks: Support paraplanning work and manage client information in a dynamic financial planning environment.
- Company: Established financial planning company with a friendly team atmosphere.
- Benefits: Starting salary of £28,000, increasing with experience, plus 22-25 days holiday and life insurance.
- Other info: Opportunity for remote work after six months and excellent career development prospects.
- Why this job: Kickstart your career in financial services while gaining valuable experience and skills.
- Qualifications: Strong admin skills; previous financial services experience is a plus but not essential.
Our client, a well established financial planning company based in the Twyford area, is looking for a highly organised and proactive Paraplanning Administrator to join their friendly team. The salary for this position starts at £28,000 for a strong Administrator, rising to £35,000 or potentially more for someone with good financial services or paraplanning experience. Benefits include 22 days’ holiday, increasing annually to a maximum of 25 days, life insurance, company pension and onsite parking. The role will be fully office based for the first six months, with the option to work from home one day per week after this. This is a busy and varied position combining administration with paraplanning support. Previous experience within an IFA or financial planning environment would be a real advantage. However, our client will also consider an intelligent and capable Administrator who is keen to learn and develop a career within financial services. Key Responsibilities * Supporting the Paraplanner with the administration and tracking of paraplanning work * Gathering and maintaining client information and documentation * Contacting pension and investment providers to obtain information * Carrying out research to support client recommendations * Assisting with client reports and preparing documentation for Paraplanner review * Preparing and distributing annual review packs * Processing and monitoring new business submissions across a range of providers and investment platforms * Following cases through to completion and keeping clients and advisers updated * Maintaining accurate client records, tasks and new business registers * Responding to enquiries from clients, advisers and providers * Completing monthly valuations * Ensuring all records are maintained in line with compliance, data protection and internal procedures * Developing knowledge of financial products, platforms and relevant regulations Key Skills * Previous IFA, financial planning or financial services administration experience would be beneficial but is not essential * Strong general administration experience * Excellent attention to detail and organisational skills * Confident using Microsoft Word, Excel and Outlook * Experience using CRM or financial services systems would be advantageous * Able to manage a busy workload and work accurately to deadlines * Professional and confident communication skills * Proactive, self-motivated and willing to learn * Able to work independently as well as part of a small team * A genuine interest in developing a career within financial services
Paraplanning Administrator in Twyford employer: Platinum Resourcing
As a Housing Officer with our client, you will be part of a dedicated team that prioritises community engagement and support. The company fosters a collaborative work culture, offering opportunities for professional growth while ensuring a rewarding experience through meaningful interactions with residents. With competitive pay and the potential for flexible working arrangements, this role is ideal for those looking to make a positive impact in their community.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanning Administrator in Twyford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Platinum Resourcing. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanning Administrator in Twyford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Platinum Resourcing.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Platinum Resourcing's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Platinum Resourcing
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Platinum Resourcing.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Platinum Resourcing will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Platinum Resourcing employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
