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- Tasks: Support financial planners with client correspondence and manage diaries.
- Company: Join a fast-growing, ethical financial planning firm with over 50 offices.
- Benefits: Enjoy 25 days holiday, study support, and annual salary reviews.
- Other info: Dynamic work environment with a focus on professional development.
- Why this job: Kickstart your career in finance with genuine progression opportunities.
- Qualifications: Experience in administration and strong communication skills required.
The predicted salary is between 26000 - 30000 £ per year.
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for an experienced Administrator to join their regional Market Rasen offices. With over 50 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals. Our client offers expert, regulated, independent advice to private clients, companies and trustees in all areas of Financial Planning & Wealth Management. Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so 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, pension, investment & protection
- Chasing providers/insurers
- Preparation of client review packs
- Arranging client meetings and managing the financial planner's diary
- Illustration requests
- Accurate use of IO/Intelligent Office software
- Maintain client records and ensure client files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests and handling them where appropriate.
- General back-office support.
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
- In-house academy, professional development
- Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
- Holiday Purchase Scheme
- Life Assurance
- Pension
- Corporate Eyecare cover
Location: Market Rasen, Lincolnshire | Salary: £26000 - £30000 per year | Job type: Permanent | Posted: 13/03/2025
Financial Planning Administrator in Market Rasen 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 Market Rasen
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector 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 wealth management, so you can show how you align with their mission during the chat.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client correspondence and back-office support. Being articulate about your experience will help you stand out as a candidate.
✨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 Market Rasen
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight relevant experience, especially in client correspondence and back-office support, as these are key aspects of the job.
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 skills align with the company's values. Keep it concise but impactful.
Showcase Your Attention to Detail: Since accuracy is crucial in this role, make sure to demonstrate your attention to detail in your application. Double-check for any typos or errors, and consider including examples of how you've maintained compliance in previous roles.
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 get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning and wealth management. Be ready to discuss key concepts, recent trends, and how they relate to the role. This shows you’re not just an administrator but someone who understands the industry.
✨Showcase Your Organisational Skills
Since the role involves managing diaries and client correspondence, prepare examples that highlight your organisational skills. Talk about how you’ve successfully managed multiple tasks or projects in the past, ensuring everything runs smoothly.
✨Familiarise Yourself with IO Software
If you have experience with Intelligent Office or similar software, mention it! If not, do a bit of research to understand its functions. Being able to discuss how you would use such tools can set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, career progression, and the team you'll be working with. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.