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For Companies At a Glance
- Tasks: Manage client queries, process documentation, and ensure accurate data entry.
- Company: A modern, ethical financial planning firm with a focus on staff well-being.
- Benefits: Generous salary, excellent benefits, and opportunities for career progression.
- Other info: Beautiful office environment with regular appraisals and support for growth.
- Why this job: Join a rewarding team and make a real difference in clients' financial security.
- Qualifications: Experience in financial planning administration and strong communication skills.
The predicted salary is between 21000 - 26000 £ per year.
Recruit Wealth are delighted to be representing a highly successful and independent Financial Planning business who are currently looking to recruit an experienced Administrator to their team. Our client is a modern, highly ethical business working out of beautiful premises which they have invested heavily in for the well-being and benefit of their staff. They deal with high net worth clients relating to their personal pensions, investments and working towards ensuring their financial security. This role is suited for an experienced financial planning administrator and offers potential progression within the business.
Responsibilities
- Dealing with client queries via email and telephone
- Processing new business and documentation to providers
- Inputting data on internal systems ensuring the information is accurate and up to date
- General administration ensuring work flows effectively
- Preparing for adviser & client appointments
- Proactively speaking to product providers & platform providers
- Sending out client pack information
- Assisting with reporting, including valuations
- Advanced use of Intelligent office software and other specialist packages
Benefits
A very generous salary alongside excellent company benefits are all available within this exciting opportunity. The business offers a rewarding career for all their staff with excellent management support and regular appraisals alongside annual salary reviews. The business has invested heavily in its offices and so the expectation will be to work from the office in the long term but home working while restrictions are in place for safety reasons.
Location & Salary
Location: Chippenham, Wiltshire | Salary: £21000 - £26000 per | Job type: Permanent | Posted: 20/01/2021
Financial Planning Administrator in Chippenham 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 Chippenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings at companies like Recruit Wealth.
✨Tip Number 2
Prepare for those interviews! Research the company culture and values of Recruit Wealth. Be ready to discuss how your experience aligns with their ethical approach and commitment to client satisfaction.
✨Tip Number 3
Show off your skills! If you’ve got experience with Intelligent Office software or similar tools, make sure to highlight that in conversations. Practical examples of how you've used these systems can really set you apart.
✨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 take the initiative to engage directly with us.
We think you need these skills to ace Financial Planning Administrator in Chippenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your relevant experience and skills, especially in dealing with client queries and using software like Intelligent Office.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for the team. Keep it professional but let your personality show!
Showcase Your Attention to Detail: As an administrator, accuracy is key. In your application, mention specific examples where your attention to detail made a difference, whether in processing documentation or managing data.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, especially around pensions and investments. Be ready to discuss how you’ve handled client queries in the past and any relevant software you’ve used, like Intelligent Office.
✨Showcase Your Admin Skills
Prepare examples that highlight your organisational skills and attention to detail. Think about times when you’ve processed documentation or managed data accurately, as this role relies heavily on these abilities.
✨Practice Your Communication
Since you'll be dealing with high net worth clients, practice articulating complex financial concepts clearly and confidently. Role-play common scenarios with a friend to get comfortable with the types of questions you might face.
✨Research the Company Culture
Familiarise yourself with the company’s values and work environment. Since they focus on staff well-being, think about how you can contribute positively to their culture and what makes you a good fit for their team.