At a Glance
- Tasks: Onboard clients and support existing ones while managing admin tasks.
- Company: Independent financial planning firm with a strong reputation in South Wales.
- Benefits: Competitive salary, hybrid working, career progression, and exam support.
- Other info: Enjoy a supportive environment with a focus on career development.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Experience in financial planning and strong admin skills required.
The predicted salary is between 26000 - 32000 £ per year.
Recruit UK are working on an exciting opportunity for an Administrator to join a Financial Planning firm. Our client is an independent financial planning firm, who specialises in offering clients holistic financial advice across South Wales and Mid Wales. As the advice they provide expands and the business continues to go from strength to strength they are looking to expand their Administration team to meet excess demand. Offering hybrid working with only one day in the office per week.
Duties:
- Onboarding new clients and support in servicing existing clients
- Sending out letters of authority
- Liaising with product providers and clients
- Working closely with the other administrators, paraplanners and advisers
- General administration duties such as email management, scanning, filing etc
Benefits:
- Competitive salary of up to £32,000 (negotiable if more experience/qualifications)
- Fantastic career progression opportunities
- Exam support and funding
- 5% pension contribution
- 25 days holiday
- Hybrid working
Skills and experience required:
- Experience working in a Financial Planning practice, to understanding the industry
- Strong Administration experience
- Ability to work independently and as part of a team
- Desire to progress career and qualifications encouraged
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Financial Administrator in Tredegar employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator in Tredegar
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We think you need these skills to ace Financial Administrator in Tredegar
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.
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Research and Reflect:Before hitting that 'apply' button on Recruit UK Careers'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 Recruit UK Careers
✨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 Recruit UK Careers.
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Since this is a full-time position, employers at Recruit UK Careers 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 Recruit UK Careers 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.
