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- Tasks: Support financial advisers by managing client policies and ensuring compliance.
- Company: Dynamic financial services firm with a focus on customer care.
- Benefits: Generous salary, modern offices, and opportunities for career advancement.
- Other info: Perfect for those eager to learn and develop in a supportive environment.
- Why this job: Join a team that values fairness and offers real growth in the finance sector.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 24000 - 26000 £ per year.
Overview Of The Role
Financial Planning Administrator supporting a busy team of advisers and managers by administering client policies, managing provider relationships, and ensuring regulatory compliance. Proactively chase pipeline business and maintain a high standard of service while promoting practice values such as Treating Customers Fairly. Provide wealth administration support to advisers and managers. Administer client policies and liaise with providers and business partners, maintaining regulatory compliance. Proactively chase pipeline business with advisers, clients, and partners. Support and actively promote practice values, including Treating Customers Fairly.
About You
- Team player capable of working independently.
- Sound understanding of the financial services industry, with experience in pensions and investments preferably.
- Excellent verbal and written communication, with client and third-party interaction.
- Strong time-management and ability to prioritize workload.
- High accuracy performing multiple tasks simultaneously.
- Customer-service oriented problem-solving skills.
- Proficiency in MS Office, Excel, and CRM systems.
- Ability to work under pressure, meeting deadlines and targets.
- Willingness to learn and pursue industry qualifications through training.
This role suits an individual with Financial Planning Administration experience who is looking to advance their career. The business offers a generous salary, company benefits, and modern offices.
Location: Arundel, West Sussex
Salary: £24,000 - £26,000 per annum.
Job type: Full time
Posted: 21/06/2023
Financial Planning Administrator in Arundel employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Arundel
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who know about financial planning. A friendly chat can lead to insider info on job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since this role emphasises Treating Customers Fairly, think of examples from your past experiences that showcase your commitment to customer service and compliance.
✨Tip Number 3
Show off your skills! If you’ve got experience with MS Office, Excel, or CRM systems, be ready to discuss how you’ve used these tools to improve efficiency or solve problems in previous roles.
✨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 are proactive and engaged with our practice values.
We think you need these skills to ace Financial Planning Administrator in Arundel
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services background, especially in pensions and investments, to show us you’re the right fit for the Financial Planning Administrator role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how you embody our practice values like Treating Customers Fairly. This is your chance to showcase your personality and enthusiasm!
Showcase Your Communication Skills: Since excellent verbal and written communication is key for this role, make sure your application is clear and concise. Use proper grammar and structure to demonstrate your attention to detail and professionalism.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of the financial services industry, especially pensions and investments. Being able to discuss these topics confidently will show that you're not just a candidate, but someone who understands the role inside out.
✨Showcase Your Communication Skills
Since this role involves a lot of client and third-party interaction, practice articulating your thoughts clearly. You might want to prepare examples of how you've effectively communicated in past roles, especially when resolving issues or managing relationships.
✨Demonstrate Your Problem-Solving Abilities
Think of specific instances where you've tackled challenges in a customer service setting. Highlighting your problem-solving skills will resonate well, especially since the job requires a customer-service oriented mindset.
✨Be Ready to Discuss Time Management
Prepare to talk about how you prioritise your workload and manage multiple tasks under pressure. Having concrete examples ready will help illustrate your ability to meet deadlines and targets, which is crucial for this role.