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For Companies At a Glance
- Tasks: Support financial planners with client correspondence and manage diaries.
- Company: Join one of the UK's fastest-growing Financial Planning & Wealth Management firms.
- Benefits: Enjoy 25 days holiday, study support, and a birthday day off.
- Other info: Dynamic work environment with clear progression to Trainee Paraplanner and beyond.
- Why this job: Kickstart your career in finance with opportunities for growth and professional development.
- Qualifications: Experience in administration and strong communication skills are a plus.
The predicted salary is between 27000 - 29000 £ per year.
Recruit Wealth is representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses that currently recruits an experienced Administrator for a regional Preston office. Our client offers expert, regulated, independent advice to private clients, companies and trustees across all areas of Financial Planning & Wealth Management.
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: Preston, Lancashire | Salary: £27000 - £29000 per year | Job type: Permanent | Posted: 01/04/2025
Financial Planning Administrator in Preston 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 Preston
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry on LinkedIn or at local events. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client management and administration tasks. Being well-prepared will help you feel more confident and make a great impression.
✨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 Preston
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight relevant experience and skills that match the job description, like client correspondence and using IO software. We want to see how you fit into our team!
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 us. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, accuracy is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their submissions are polished and professional.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. 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 interested in the job but also passionate about the industry.
✨Master the Software
Familiarise yourself with IO/Intelligent Office software before the interview. If you can demonstrate your understanding of how to use it effectively, it’ll give you a leg up. Maybe even mention any similar software you've used in the past!
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Prepare examples of how you would handle client correspondence or manage diary schedules. This will show that you’re proactive and ready to tackle real-world challenges.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, the company’s approach to professional development, or how they support staff in achieving their career goals. This demonstrates your genuine interest in the role and the company.