At a Glance
- Tasks: Support financial advisors with client meetings, data management, and office administration.
- Company: Professional financial planning business in Grantham town centre.
- Benefits: £28,000 salary, potential for progression, and a supportive team environment.
- Other info: 12-month contract with opportunities for career growth.
- Why this job: Gain valuable experience in financial services while working in a close-knit team.
- Qualifications: Experience in a professional environment; attention to detail and strong communication skills.
The predicted salary is between 28000 - 28000 £ per year.
RecruitME is recruiting for a Technical Administrator / Financial Planning Administrator / Office Administrator to join a professional financial planning business based in Grantham town centre. This is a 12-month maternity cover contract with potential for progression. You will be joining a close-knit, hard-working team that supports 750+ clients nationwide.
This role would suit a tech-savvy, ambitious and highly accurate administrator with experience in a professional or regulated environment such as financial services, legal, accountancy, banking, insurance, wealth management, compliance or public sector administration. In this role, technical means advanced administration rather than IT support. You will be involved in client data input, advisor diary management, booking meetings, preparing information for financial adviser client meetings and maintaining accurate client records.
Whats in it for you?
- £28,000 salary, with potential negotiation for the right experience
- 12-month FTC with potential for progression
- Town centre location in Grantham
- Professional financial planning environment
- Close-knit, hard-working team of 7
- Opportunity to build experience within financial services
- Exposure to client administration, diary management and financial planning processes
The role
As Technical Administrator, you will support the Managing Director, partners and financial advisors with the day-to-day running of the financial planning administration function. You will be responsible for a mix of general office administration and more detailed technical administration tasks, ensuring client information is accurate, meetings are booked efficiently and advisors have the information they need ahead of client meetings.
Key responsibilities
- Preparing information for financial adviser client meetings
- Booking client meetings by telephone, email and Calendly
- Supporting advisor diary management and appointment coordination
- Entering client and meeting information accurately onto internal systems
- Maintaining accurate client records and client information
- Supporting general office administration and team coordination
- Handling client information professionally and accurately
- Supporting regulated administration processes where required
About you
The successful candidate will ideally have:
- Experience in a professional, regulated or process-driven office environment
- Financial services administration experience would be highly beneficial
- Experience from legal, accountancy, banking, insurance, wealth management, compliance or public sector administration may also suit
- Strong attention to detail and accuracy
- Good literacy, numeracy and data input skills
- Confidence using systems, Microsoft Word and Excel
- A professional and presentable approach
- Strong organisation and communication skills
- A motivated, adaptable and team-focused attitude
No specific qualifications are required, although relevant qualifications will be of interest.
Interview process
The interview process will involve a first-stage CV deep dive, followed by a second-stage practical task / role play.
Location
This role is based in Grantham town centre, making it commutable from Sleaford, Newark, Stamford, Bourne, Melton Mowbray, Bottesford, Colsterworth, Oakham and surrounding areas.
Financial Planning Administrator in Lincoln employer: RecruitMe
Join a dynamic and supportive team in the heart of Grantham, where your role as a Financial Planning Administrator will not only offer a competitive salary of £28,000 but also the opportunity for professional growth within a respected financial planning firm. With a focus on collaboration and excellence, you'll gain invaluable experience in client administration and financial processes while working in a close-knit environment that values accuracy and ambition.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Lincoln
✨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 hunt for a role. 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 those interviews! Research the company and the role thoroughly, and think about how your skills match what they’re looking for. Practise common interview questions and be ready to showcase your attention to detail and organisational skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you a better chance of standing out. Plus, it’s super easy to navigate!
We think you need these skills to ace Financial Planning Administrator in Lincoln
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Administrator role. Highlight any relevant experience in financial services or regulated environments, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our close-knit team. Mention specific experiences that relate to the responsibilities listed in the job description, like client data input or diary management.
Show Off Your Tech Skills:Since we’re looking for a tech-savvy administrator, make sure to mention your proficiency with systems like Microsoft Word and Excel. If you’ve used any CRM tools or similar software, give us the details!
Apply Through Our Website:We encourage you to apply through our website for a smoother application 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 RecruitMe
✨Know Your Stuff
Make sure you understand the financial planning industry and the specific role of a Financial Planning Administrator. Brush up on key terms and processes related to client administration, diary management, and data input. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Attention to Detail
Since accuracy is crucial in this role, prepare examples from your past experience where your attention to detail made a difference. Whether it was maintaining client records or managing appointments, be ready to discuss how you ensure precision in your work.
✨Practice Makes Perfect
Given that there's a practical task or role play in the interview process, practice common scenarios you might face as a Financial Planning Administrator. Role-playing with a friend can help you feel more comfortable and prepared for the real thing.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, the tools they use for client management, or how success is measured in this role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
