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- Tasks: Support financial planning by managing client records and preparing documentation.
- Company: Join a leading, ethical financial planning business with a stellar reputation.
- Benefits: Generous salary, company perks, and study support for industry exams.
- Other info: Collaborative team environment in modern offices located in Woking, Surrey.
- Why this job: Kickstart your career in finance with opportunities to grow into Paraplanning or Management.
- Qualifications: Experience in Financial Planning Administration is preferred.
The predicted salary is between 27000 - 33000 £ per year.
Recruit Wealth are representing a highly successful national Financial Planning business who are currently looking to recruit an experienced administrator to their team. Our client is a modern, highly ethical business who offer a whole of market proposition to their existing and new clients. They offer expert advice and guidance to individuals and business owners around pension, investment and taxation needs. The business is recognised as a leading brand in the UK with an enviable and award winning reputation.
Responsibilities
- 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
- Arrange client meetings 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)
- Issue policy documents
- Gather background information to facilitate a response to a client enquiry if required
- Provide support to other staff where needed
- Liaising with paraplanning and operations teams to assist with any queries
This role will undoubtedly suit an individual who has Financial Planning Administration background but looking to make the next step up. Study support for recognised industry exams are all paid for with the view of becoming a Paraplanner if desired or moving into Operations or even Management.
Benefits
- A very generous salary
- Company benefits
- Superb offices with a collaborative team
Location: Woking, Surrey
Salary: £27000 - £33000 per year
Job type: Permanent
Posted: 09/11/2021
Financial Planning Administrator in Woking 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 Woking
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry 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. Since this role is with a highly ethical business, be ready to discuss how your own values align with theirs. Show them you’re not just another candidate, but someone who truly fits their culture.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to financial planning administration. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your relevant experience.
✨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 the initiative to engage directly with us.
We think you need these skills to ace Financial Planning Administrator in Woking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planning Administrator role. Highlight any relevant admin experience, especially in financial services, to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to join our team and how your background aligns with our values. Keep it professional but let your personality come through!
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. This will demonstrate to us that you have the attention to detail we’re looking for in a Financial Planning Administrator.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Stuff
Make sure you brush up on financial planning terminology and processes. Familiarise yourself with the company's services, especially around pensions, investments, and taxation. This will show that you're genuinely interested and ready to contribute.
✨Showcase Your Admin Skills
Prepare examples of how you've successfully managed client records and documentation in previous roles. Highlight your attention to detail and organisational skills, as these are crucial for a Financial Planning Administrator.
✨Be Ready to Collaborate
Since the role involves liaising with paraplanning and operations teams, be prepared to discuss how you've worked effectively in a team environment. Share specific instances where your collaboration led to successful outcomes.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for growth within the organisation. This not only shows your interest but also helps you gauge if the company is the right fit for you.