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For Companies At a Glance
- Tasks: Support financial planners with client correspondence and manage diaries.
- Company: Join a fast-growing, ethical financial planning firm with 50 offices across the UK.
- Benefits: Enjoy 25 days holiday, study support, and opportunities for career progression.
- Other info: Dynamic work environment with genuine career advancement opportunities.
- Why this job: Make a real impact in financial services while developing your skills.
- Qualifications: Experience in administration and strong communication skills are essential.
The predicted salary is between 27000 - 29000 £ per year.
Role Overview
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 Warwick offices. With 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. Please note: 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.
Responsibilities
- 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
- 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: Warwick, Warwickshire | Salary: £27000 - £29000 per year | Job type: Permanent | Posted: 29/04/2025
Financial Planning Administrator in Warwick 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 Warwick
✨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 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 wealth management, so you can show how you align with their mission during your 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 strong 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 are proactive about their job search.
We think you need these skills to ace Financial Planning Administrator in Warwick
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: As an administrator, attention to detail is key. In your application, mention specific examples where you've maintained accurate records or handled client files. This will show us you’re the right person for the job!
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 don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Stuff
Make sure you understand the basics of financial planning and wealth management. Brush up on key terms and concepts that are relevant to the role, like pensions, investments, and client correspondence. This will show your potential employer that you're serious about the position.
✨Showcase Your Organisational Skills
As a Financial Planning Administrator, you'll need to juggle multiple tasks. Prepare examples from your past experiences where you've successfully managed diaries, processed new business, or maintained accurate client records. This will demonstrate your ability to handle the responsibilities of the role.
✨Practice Your Communication
Since the role involves a lot of client interaction, practice how you articulate your thoughts clearly and professionally. You might want to rehearse common interview questions with a friend or in front of a mirror, focusing on both verbal and written communication skills.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. Inquire about the company culture, opportunities for professional development, or what a typical day looks like for an administrator. This shows your genuine interest in the role and helps you assess if it's the right fit for you.