At a Glance
- Tasks: Support Financial Advisers with client administration and research tasks.
- Company: Dynamic financial planning firm in Llanelli with a focus on bespoke client services.
- Benefits: Competitive salary, hybrid working, 25 days holiday, and pension contribution.
- Other info: Flexible full-time and part-time contracts available with growth opportunities.
- Why this job: Gain valuable experience in finance while supporting high-net-worth clients.
- Qualifications: Strong admin skills and good communication; finance experience is a plus.
The predicted salary is between 28000 - 35000 £ per year.
Recruit UK are working with a Financial Planning company on the outskirts of Llanelli, who are looking for an Administrator to join their back-office team. This role will see you working directly with experienced Financial Advisers, who specialise in offering bespoke advice on pensions, investments and inheritance planning to high-net-worth clients. You will be supporting with the full administration process, providing ample opportunity to progress your skills and experience.
Duties will include but are not limited to:
- Maintaining back-office system and client records
- Preparing for client meetings
- Supporting with client research, preparing recommendations, valuations etc.
- Booking and arranging client meetings
- Answering client calls, liaising with product providers and dealing with ad-hoc client requests
Benefits:
- Competitive salary of £28,000 - £35,000
- Hybrid working options available
- 5% pension contribution
- 25 days holiday
- On-site parking
- Full-time and part-time contract available
Skills and experience required:
- Experience working with a Financial Planning company ideal; general finance will be considered
- Strong administration experience essential
- Good communication both written and verbal
Administrator employer: Recruit UK
Join a dynamic Financial Planning company in Llanelli, where you will be part of a supportive back-office team dedicated to delivering exceptional service to high-net-worth clients. With competitive salaries, hybrid working options, and a strong focus on employee development, this role offers a unique opportunity to enhance your skills while enjoying a collaborative work culture that values growth and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those who work in administration roles. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its services. Knowing their approach to financial planning will help you stand out as a candidate who’s genuinely interested in the role and ready to support their advisers.
✨Tip Number 3
Show off your skills! Bring examples of how you've maintained client records or supported meetings in previous roles. This will demonstrate your strong administration experience and how you can add value to their team.
✨Tip Number 4
Don’t forget to apply through our website! We make it super easy for you to submit your application and get noticed by employers looking for talented administrators like you.
We think you need these skills to ace Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Administrator role. Highlight your relevant experience in financial planning and administration, and don’t forget to mention any specific skills that match the job description.
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 role. Mention your passion for financial planning and how your skills can benefit the team.
Showcase Your Communication Skills:Since good communication is key for this role, make sure your written application reflects that. Keep your language clear and professional, and double-check for any typos or errors before submitting.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Recruit UK
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, especially around pensions and investments. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Show Off Your Admin Skills
Prepare examples of your previous administration experience. Think about how you've maintained records or supported teams in the past. This will help demonstrate your ability to handle the back-office tasks they'll expect you to manage.
✨Practice Your Communication
Since good communication is key for this role, practice articulating your thoughts clearly. You might be asked to explain complex ideas simply, so think about how you can convey information effectively during the interview.
✨Ask Smart Questions
Prepare a few insightful questions about the company and the role. This shows your interest and helps you gauge if it's the right fit for you. For example, ask about the team dynamics or opportunities for professional development.
