At a Glance
- Tasks: Support financial advisors with client meetings, data entry, and diary management.
- Company: Professional financial planning business in Grantham town centre.
- Benefits: £28,000 salary, 12-month FTC, potential for progression, and a supportive team.
- Other info: Dynamic role with opportunities for career growth and skill development.
- Why this job: Gain valuable experience in financial services while working in a close-knit team.
- Qualifications: Experience in a regulated office environment; attention to detail is key.
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.
What's 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 Lincolnshire 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 chance for career progression within a professional financial planning environment. With a focus on employee growth and a close-knit culture, you'll gain invaluable experience while contributing to the success of a business that prioritises accuracy and client satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Lincolnshire
✨Tip Number 1
Get to know the company before your interview! Research their values, culture, and recent news. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. The more comfortable you are with your responses, the more confident you'll feel during the actual interview.
✨Tip Number 3
Dress the part! Even if the office vibe is casual, it's always better to be slightly overdressed than underdressed. A professional appearance can make a great first impression.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way in showing your appreciation and keeping you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role!
We think you need these skills to ace Financial Planning Administrator in Lincolnshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant roles you've had in financial services or similar environments, and don’t forget to showcase your attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Technical Administrator role. Mention your organisational skills and how you can support the team in maintaining accurate client records.
Showcase Your Tech Savviness:Since this role requires a tech-savvy individual, be sure to mention your experience with systems like Microsoft Word and Excel. If you've used any CRM tools, give them a shout-out too!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in Grantham!
How to prepare for a job interview at RecruitMe
✨Know Your Stuff
Before the interview, make sure you understand the role of a Financial Planning Administrator inside out. Familiarise yourself with key responsibilities like client data input and diary management. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Experience
Be ready to discuss your previous experience in regulated environments, especially if you've worked in financial services, legal, or accountancy. Prepare specific examples of how you've maintained accurate records or supported teams in similar roles. This will demonstrate your suitability for the job.
✨Practice Makes Perfect
Since the interview includes a practical task or role play, practice common scenarios you might face as a Technical Administrator. Think about how you'd handle booking meetings or preparing information for client meetings. This will help you feel more at ease during the actual interview.
✨Ask Smart Questions
Prepare thoughtful questions to ask your interviewers about the team dynamics or the company's approach to client administration. This shows that you're engaged and eager to learn more about how you can contribute to their success.
