At a Glance
- Tasks: Support Financial Planners and learn the ins and outs of financial planning.
- Company: HC Wealth Management, a supportive and established financial planning firm.
- Benefits: Competitive salary, hybrid working, and opportunities for career growth.
- Other info: Join a close-knit team that values integrity and continuous improvement.
- Why this job: Kickstart your career in finance with hands-on experience and a supportive team.
- Qualifications: No experience needed, just a passion for learning and being organised.
The predicted salary is between 38250 - 46750 £ per year.
Are you looking to start your career in financial planning? No previous experience required. Opportunities to get into financial planning at trainee level don't come along very often. HC Wealth Management is looking for someone who wants to learn, get stuck in and build a long-term career within the profession. You don't need to arrive knowing everything. What matters more is that you're organised, interested in learning, prepared to take responsibility for doing things properly and you share our values. If that sounds like you, this would be a great place to start.
The role
You'll join HC Wealth Management's support team and learn how a professional financial planning business works from the inside. Working alongside experienced Financial Planners and the wider team, you'll gradually build your knowledge while helping to make sure clients receive a consistently high level of service. There's plenty to learn, and as your experience and confidence grow, so will the role. You'll get involved with things such as:
- Supporting the Financial Planners with day-to-day administration
- Helping to prepare and maintain client files
- Gathering information from clients and financial providers
- Processing new business and applications
- Keeping client records and systems accurate and up to date
- Helping prepare for client reviews
- Dealing with client and provider queries
- Following cases through and making sure things get done
- Working closely with the wider financial planning team
Who are we looking for?
We're not expecting you to be an expert in financial planning already. We're much more interested in finding someone with the right approach who wants to learn and make something of the opportunity. You’ll need to be:
- Organised, accurate and good with detail
- Comfortable communicating with different people
- Confident using IT and learning new systems
- Able to manage your workload and follow things through
- Someone who takes responsibility rather than waiting to be chased
- Curious and keen to learn
- Happy working as part of a close-knit team
- Genuinely interested in developing a career in financial planning
A bit about HC Wealth Management
HC Wealth Management is an established financial planning firm in Bagshot with a highly experienced team and a strong focus on looking after its clients properly. For a trainee role like this, fit matters. The team wants someone who shares the way they like to work: acting with integrity, treating people with respect, taking accountability for what they do and being reliable. We also believe in continuing to learn and improve, and in being forward-thinking enough to ask whether there's a better way of doing something.
Entry Level Administrator employer: Recruitment Rebellion
de Lisle Financial Planning is an exceptional employer located in Northleach, Gloucestershire, offering a supportive and relationship-focused work environment. With a commitment to employee growth, the company provides fully funded professional qualifications and a structured pathway to becoming a regulated adviser, ensuring that you can build a long-term career in financial planning while receiving ongoing mentoring from experienced professionals. Join a team that values client-first approaches and fosters meaningful connections, making it a rewarding place to develop your skills and advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Entry Level Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Recruitment Rebellion. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Entry Level Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruitment Rebellion.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruitment Rebellion's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruitment Rebellion
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruitment Rebellion.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruitment Rebellion will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruitment Rebellion employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
