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- Tasks: Support financial advisers by managing client records and preparing documentation.
- Company: Dynamic financial planning firm with a supportive team environment.
- Benefits: 25 days holiday, annual salary review, study support, and in-house training.
- Other info: Potential progression to Trainee Paraplanner or Adviser roles.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: Strong organisational skills and a passion for client service.
The predicted salary is between 28000 - 32000 £ per year.
This is a hands-on Administration role, working alongside experienced team members of Paraplanners and Financial Advisers. Overview of the role is detailed below:
- Preparation of correspondence including letters and emails
- Ensuring appropriate documentation is scanned and attached to the relevant client records
- Maintaining all administration systems, ensuring all client data is accurate and up to date
- Build relationships with clients and interact with them directly
- Arrange client meetings for the Advisers when required
- Prepare client files for adviser meetings for both new and existing clients
- Processing and monitoring of all new business (both for new and existing clients)
- Manage and track pipeline activity providing regular progress updates to both client and adviser
- Monitor and progress cases through to issue, liaising with client and any third party
- Issue policy documents
- Provide support to other staff where needed
- Liaising with paraplanning and operations teams to assist with any queries
Benefits:
- 25 days holiday plus bank holidays
- 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
Location: Croydon, South London | Salary: £28000 - £32000
Financial Planning Administrator in London 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 London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work as Paraplanners or Financial Advisers. 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 culture. We want you to shine, so practice common interview questions and think of examples from your past experiences that showcase your skills in administration and client interaction.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications come directly from motivated candidates like you. Plus, it makes it easier for us to track your application and get back to you quickly.
We think you need these skills to ace Financial Planning Administrator in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planning Administrator role. Highlight your relevant experience in administration and client interaction, as this will show us you understand what we're looking for.
Showcase Your Communication Skills: Since you'll be preparing correspondence and liaising with clients, it's crucial to demonstrate your communication skills. Use clear and concise language in your application to reflect how you'd interact with clients and team members.
Be Detail-Oriented: Attention to detail is key in this role. When filling out your application, double-check for any typos or errors. This not only shows us your diligence but also mirrors the accuracy we expect in managing client data.
Apply Through Our Website: We encourage you to apply directly through our website. This way, you can ensure your application reaches us promptly and you’ll have access to all the latest updates about the role and our company.
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Stuff
Make sure you understand the basics of financial planning and administration. Brush up on key terms and processes, as well as the specific duties mentioned in the job description. This will show that you're genuinely interested and prepared for the role.
✨Showcase Your Communication Skills
Since this role involves a lot of correspondence and client interaction, be ready to demonstrate your communication skills. Prepare examples of how you've effectively communicated with clients or team members in the past, whether through emails, letters, or face-to-face meetings.
✨Be Organised
Highlight your organisational skills during the interview. You might want to discuss how you manage multiple tasks, keep track of client data, or ensure documentation is accurate. Consider bringing a planner or digital tool that you use to stay organised as a visual aid.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and the specific challenges faced by the Financial Planning team. This not only shows your interest but also helps you gauge if the company is the right fit for you.