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- Tasks: Support client correspondence and manage business processes in a dynamic financial planning environment.
- Company: National financial planning company based in Marlow with a focus on growth and development.
- Benefits: Opportunities for progression to Paraplanner or Adviser roles and a supportive team culture.
- Why this job: Kickstart your career in finance with real responsibilities and a clear growth path.
- Qualifications: Experience in administration and strong organisational skills are essential.
- Other info: Join a forward-thinking team dedicated to your professional development.
The predicted salary is between 30000 - 42000 £ per year.
A national financial planning company in Marlow is seeking an experienced Administrator to support client correspondence, manage business processes, and provide back-office support using IO software. The ideal candidate will ensure all client administration is carried out according to procedures, maintain accurate client records, and handle inquiries effectively.
Opportunities for progression to Paraplanner or Adviser roles are available for those interested in long-term development with the firm.
Wealth Planning Administrator – Growth Path to Paraplanner in Marlow employer: Recruit Wealth
Contact Detail:
Recruit Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Administrator – Growth Path to Paraplanner in Marlow
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those who work at the company you're eyeing. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of IO software and client administration processes. We want you to show off your skills and how you can make a difference in their team!
✨Tip Number 3
Don’t just wait for job openings to pop up! Keep an eye on our website and apply proactively. Sometimes, companies are looking for talent even before they post a job ad.
✨Tip Number 4
Follow up after your interview with a thank-you email. It’s a simple gesture that shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit!
We think you need these skills to ace Wealth Planning Administrator – Growth Path to Paraplanner in Marlow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration and client correspondence. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise in managing business processes!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the Wealth Planning Administrator role and how you envision your growth path to becoming a Paraplanner. Let us know what excites you about this opportunity!
Showcase Your Attention to Detail: Since accuracy is key in maintaining client records, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects your commitment to quality.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Recruit Wealth
✨Know Your Stuff
Make sure you understand the basics of wealth planning and the specific responsibilities of a Wealth Planning Administrator. Brush up on the IO software mentioned in the job description, as being familiar with it will show your commitment and readiness to hit the ground running.
✨Showcase Your Communication Skills
Since the role involves client correspondence, be prepared to demonstrate your communication skills during the interview. Think of examples where you've effectively handled inquiries or managed client relationships, and be ready to discuss how you can bring that experience to the team.
✨Highlight Your Organisational Skills
This position requires managing business processes and maintaining accurate client records. Prepare to talk about your organisational strategies and any tools or methods you use to stay on top of tasks. Providing specific examples will help illustrate your ability to manage multiple responsibilities efficiently.
✨Express Your Career Aspirations
Since there are opportunities for progression to Paraplanner or Adviser roles, make sure to express your long-term career goals during the interview. Show enthusiasm for professional development and how you see yourself growing within the company, which will demonstrate your commitment to the firm’s future.
