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- Tasks: Prepare financial planning packs and maintain client records with precision.
- Company: Join a supportive team in a reputable financial firm in Bury St Edmunds.
- Benefits: Enjoy a competitive salary, pension scheme, and professional development opportunities.
- Other info: Dynamic work environment with opportunities for growth and training.
- Why this job: Make a real difference by supporting clients and enhancing their financial journeys.
- Qualifications: 4-5 years of admin experience and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
A client of ours in the Bury St Edmunds area are recruiting a Financial Planning Administrator to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm (35 hour week). Paying a negotiable salary depending on experience.
Key Duties include but are not limited to:
- Prepare financial planning packs
- Maintain client records in keeping with current processes so that they are kept up to date with all related correspondence uploaded to appropriate systems
- Ensure all documents are saved and named correctly.
- Support, train and develop new team members.
- Obtain information, answer questions, liaising with third parties as appropriate to ensure efficient client service.
- Keep Financial Planners and clients up to date with progress and flag any concerns or complaints to your manager
- Adopt new technology and ways of working but feeding back where a process could be developed or improved
- Processing work in a timely manner
- Maintain and update my talent development record
- Cover reception when needed
Skills and Experience required to be considered for this Financial Planning Administrator position:
- Minimum 4-5 years admin and secretarial experience
- Proficient in using systems and PC processes
- Providing accurate and timely administrative support
- High attention to detail
- Highly organised
- Excellent written and verbal communication skills
Great Benefits to working for this company include:
- Pension (6% co...
Financial Planning Administrator employer: Prime Appointments
Contact Detail:
Prime Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know about opportunities at firms similar to the one you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to show that you’re not just a fit for the role but also for the team. Tailor your answers to reflect their values and how you can contribute.
✨Tip Number 3
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. The more comfortable you are with your responses, the more confident you'll feel when it’s time to shine.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your admin experience and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Share specific examples of your past experiences that relate to the key duties mentioned in the job description.
Show Off Your Attention to Detail: Since this role requires high attention to detail, make sure your application is free from typos and errors. We appreciate a polished application that reflects your organisational skills and professionalism.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Prime Appointments
✨Know Your Financial Stuff
Make sure you brush up on financial planning concepts and terminology. Being able to discuss relevant topics confidently will show that you're not just an admin whiz but also understand the industry.
✨Showcase Your Organisational Skills
Prepare examples of how you've maintained records or managed multiple tasks in previous roles. Highlighting your attention to detail and organisational prowess will resonate well with the interviewers.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Since the role involves liaising with clients and third parties, demonstrating strong verbal and written communication skills during the interview is crucial.
✨Be Ready to Adapt
Familiarise yourself with new technologies and processes that are relevant to the role. Be prepared to discuss how you've adopted new tools in the past and how you can contribute to improving existing processes.