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- Tasks: Manage client correspondence, process new business, and support financial planning operations.
- Company: Join one of the UK's fastest-growing financial planning firms with a modern and ethical approach.
- Benefits: Enjoy 25 days holiday, study support, and opportunities for career progression.
- Other info: Dynamic team environment with approachable management and excellent staff retention.
- Why this job: Make a real impact in clients' financial security while advancing your career.
- Qualifications: Experience in financial planning administration 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 Hertford 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 Hertford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect 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 can make a great impression.
✨Tip Number 3
Practice your communication skills! As a Financial Planning Administrator, you'll need to handle client correspondence and manage diaries. Role-play with a friend or family member to get comfortable with common scenarios you might face.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always here to support you in your job search journey, so take advantage of our resources!
We think you need these skills to ace Financial Planning Administrator in Hertford
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 interested in this role and how your background makes you a great fit. Be genuine and let your personality come through – we love to see enthusiasm!
Showcase Your Attention to Detail: In financial planning, accuracy is key. Make sure your application is free from typos and errors. Double-check everything before you hit send. This shows us that you take pride in your work and understand the importance of compliance.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s quick and easy, and ensures your application goes straight to the right people. We can’t wait to hear from you!
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
Since the role involves a lot of administration, be prepared to talk about your experience with client correspondence and managing diaries. Bring examples of how you've successfully handled similar tasks in the past.
✨Demonstrate Attention to Detail
This job requires maintaining accurate client records and ensuring compliance. Highlight your ability to pay attention to detail by discussing specific instances where your meticulousness made a difference in your previous roles.
✨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 determine if it's the right fit for you.