At a Glance
- Tasks: Assist clients with financial queries and support advisers in a dynamic office environment.
- Company: Join a friendly team at a highly regarded financial advisory firm.
- Benefits: Enjoy hybrid working, 25 days holiday, and professional development opportunities.
- Other info: Flexible hours and in-house training to help you grow in your career.
- Why this job: Kickstart your career in finance with clear progression to Paraplanner and Adviser roles.
- Qualifications: Strong communication skills and a positive attitude; previous finance experience is a plus.
The predicted salary is between 30000 - 32000 £ per year.
An excellent opportunity has arisen for a Financial Administrator to join a friendly and supportive team within a highly regarded Financial Advisers who support hybrid working and are accommodating/flexible with hours of work. In a company that delivers on professional development, i.e. Financial Administrator > Paraplanner > Financial Adviser.
Here you will act as a point of contact for client queries regarding pensions, investments and protection, as well as liaising with product providers and covering all aspects within the general office administration, ensuring a first-class service is provided throughout.
Responsibilities:
- Point of contact for assisting with enquiries and information requests
- Manage correspondence with clients, both in a written and verbal capacity
- Process New Business
- Assist Paraplanners and Advisers with preparing client review packs
- Arrange client meetings and diary management for Advisers
- Complete Portfolio Illustration requests
- Back-office administration and customer service support
- Ensure all financial planning administration is carried out in accordance with procedures
- Maintain client records on company software to ensure that all files are well presented, accurate and compliant
Requirements:
- Excellent communication, planning and organisational skills
- Ability to manage and prioritise workloads
- Analytical and problem-solving skills
- Flexibility and adaptability
- Confident in IT and office software packages
- Working knowledge of IO and platform experience (Advantageous)
- Previous experience working in a Financial Planning firm (Advantageous)
- Understanding of Model Portfolios (DFMs is preferred)
- Strong team player with a positive attitude
Starting Salary: £30,000 to £32,000 per annum
Benefits:
- Hybrid working considered
- 25 days holiday, plus Bank Holidays & your birthday off!
- Professional industry exams paid for, along with study support
- In-House Training Academy
- Annual Salary Review
- Life Assurance & Pension
- Progression through to Paraplanner & Adviser if desired
Unsure if you should apply? Or you don't have a CV? No problem! Send Recruitment 22 Limited a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Everyone will receive a reply.
Financial Administrator in Ashbourne employer: RECRUITMENT 22 LIMITED
Join a highly regarded team of Financial Advisers in Stokenchurch, where you will benefit from a supportive work culture that prioritises professional development and offers flexible hybrid working arrangements. With opportunities for progression to Adviser, comprehensive training, and generous benefits including 25 days holiday plus your birthday off, this is an excellent employer for those seeking a rewarding career in paraplanning.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator in Ashbourne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for a Financial Administrator 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 interviews by researching the company and its values. When you know what they stand for, you can tailor your answers to show how you fit right in. Plus, it’ll help you ask insightful questions that impress the interviewers!
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you get comfortable with common questions and refine your responses, making you feel more confident when it’s time for the real deal.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Financial Administrator in Ashbourne
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Administrator role. Highlight relevant experience and skills that match the job description, like your communication and organisational skills. We want to see how you can fit into our friendly team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background makes you a great fit. Keep it concise but engaging – we love a bit of personality!
Showcase Your IT Skills:Since the role involves using office software and maintaining client records, make sure to mention any relevant IT skills you have. If you've worked with financial planning software before, let us know – it could give you an edge!
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 RECRUITMENT 22 LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, especially pensions and investments. Familiarise yourself with common queries clients might have, as well as the processes involved in managing client records and correspondence.
✨Show Off Your Communication Skills
Since you'll be the point of contact for client queries, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend to refine your verbal communication and ensure you're comfortable discussing complex topics in simple terms.
✨Demonstrate Your Organisational Skills
Prepare examples of how you've successfully managed workloads or prioritised tasks in previous roles. Being able to showcase your planning and organisational skills will highlight your suitability for the role and reassure them that you can handle the demands of the position.
✨Be Ready to Adapt
Flexibility is key in this role, so be prepared to discuss situations where you've had to adapt to changes or unexpected challenges. This will show that you're not only a strong team player but also someone who can thrive in a dynamic environment.
