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- Tasks: Support financial planning by managing client correspondence and preparing review packs.
- Company: Join one of the UK's fastest-growing, ethical financial planning businesses.
- Benefits: Enjoy 25 days holiday, study support, and a chance for career progression.
- Other info: Dynamic team with approachable management and excellent staff retention.
- Why this job: Make a real impact in clients' financial security while growing your career.
- Qualifications: Some experience in financial planning is preferred but not essential.
The predicted salary is between 28000 - 32000 £ per year.
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Hertford offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.
Overview Of The Role:
- Client correspondence, written and verbal.
- Processing new business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser’s diary.
- Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with internal procedures.
- Maintain client records on the company software and ensure the client files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- General back-office support using IO software.
Benefits Of Joining The Business:
- 25 days holiday plus bank holidays.
- Day off for your Birthday.
- Annual salary review.
- Staff awards.
- Study support for professional industry exams.
- Adviser Academy - In-House Training.
- Progression to Trainee Paraplanner, Paraplanner and Adviser if desired.
- Holiday Purchase Scheme.
- Life Assurance.
- Pension.
- Corporate Eyecare cover.
The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Location: Hertford, Hertfordshire | Salary: £28000 - £32000 per year | Job type: Permanent | Posted: 27/02/2024
Financial Planning Administrator in Heath 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 Heath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to financial planning and be ready to discuss how your skills align with their mission. This shows you're genuinely interested and not just another candidate.
✨Tip Number 3
Practice your communication skills! As a Financial Planning Administrator, you'll need to handle client correspondence and manage diaries. Role-play common scenarios with a friend to boost your confidence and refine your responses.
✨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 that extra step to connect with us directly.
We think you need these skills to ace Financial Planning Administrator in Heath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight any relevant experience you have in client correspondence, processing new business, or managing diaries. We want to see how your skills match what we're looking for!
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 you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their information clearly and professionally.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s straightforward and ensures your application goes directly to us. Plus, we’re excited to see what you bring to the table!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, pensions, and investments. Be ready to discuss how these elements play a role in client security. Showing that you understand the basics will impress the interviewers.
✨Showcase Your Admin Skills
Prepare examples of your previous administrative experience, especially in client correspondence and diary management. Highlight any software you've used, particularly if it's similar to IO software, as this will demonstrate your readiness for the role.
✨Be Personable and Professional
Since you'll be dealing with clients, practice your verbal communication skills. Be friendly yet professional, and think about how you would handle various client scenarios. This will show that you can maintain a positive client relationship.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training opportunities, and career progression. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.