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- Tasks: Join our team as a Planning Administrator, supporting client meetings and managing records.
- Company: We're a well-established financial planning firm on the outskirts of York, dedicated to exceptional service.
- Benefits: Enjoy a competitive salary, 26 days holiday, private medical insurance, and a supportive work environment.
- Why this job: This role offers growth opportunities in a dynamic team, perfect for those passionate about finance.
- Qualifications: Experience in administration is essential; financial experience is a plus but not required.
- Other info: Work Monday to Friday, 9-5, with free parking and a collaborative culture.
The predicted salary is between 24000 - 32000 £ per year.
Location: York Outskirts
Salary: £24,000 - £32,000 per annum (depending on experience)
Job type: Full time Permanent
Working hours: Monday to Friday 9-5pm with an hour lunch.
We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team.
Key Responsibilities:- Assisting in preparing for client meetings, including gathering and organising client information, preparing reports, and ensuring all necessary documentation is complete.
- Managing client files and records, ensuring they are up-to-date and compliant with regulatory requirements.
- Handling client correspondence and following up on outstanding issues.
- Inputting and maintaining accurate client data into internal software and CRM systems.
- Conducting research on products and services to support team members in developing client recommendations.
- Liaising with providers and clients to obtain and update information.
- Processing client applications and any enquiries.
- Ensuring all administrative processes comply with industry regulations and company policies.
- Acting as a point of contact for clients, addressing their queries and providing information as needed.
- Previous experience in financial administration is preferred but not essential.
- Administration experience is essential ideally from professional services.
- Strong organisational and time management skills.
- Excellent attention to detail and accuracy.
- Proficiency in Microsoft Office Suite particularly strong in Excel.
- Familiarity with CRM systems.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Competitive salary based on experience.
- Opportunities for professional development and career progression.
- Supportive and collaborative work environment.
- 26 days holiday plus banks increasing with length of service.
- Company pension scheme.
- Private medical insurance and benefits.
- Free parking.
Administrator employer: Reed
Contact Detail:
Reed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator
✨Tip Number 1
Familiarise yourself with the financial planning industry. Understanding the basics of financial services and regulations will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 2
Highlight your organisational skills in conversations or networking events. As an Administrator, being detail-oriented is crucial, so share examples of how you've successfully managed multiple tasks or projects in the past.
✨Tip Number 3
Connect with current employees on LinkedIn. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when preparing for interviews.
✨Tip Number 4
Practice your communication skills. Since the role involves liaising with clients and providers, being able to articulate your thoughts clearly and professionally will set you apart from other candidates.
We think you need these skills to ace Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration, particularly in professional services. Emphasise your organisational skills and attention to detail, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Explain how your skills and experiences make you a great fit for the Planning Administrator position.
Highlight Relevant Skills: In your application, focus on your proficiency with Microsoft Office Suite, especially Excel, and any experience with CRM systems. Mention your strong communication skills and ability to work both independently and as part of a team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this role.
How to prepare for a job interview at Reed
✨Research the Company
Before your interview, take some time to learn about the financial planning firm. Understand their values, services, and recent achievements. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Prepare for Common Questions
Anticipate questions related to your organisational skills and attention to detail, as these are crucial for an Administrator role. Be ready to provide examples from your past experiences that demonstrate your ability to manage client files and correspondence efficiently.
✨Showcase Your Technical Skills
Since proficiency in Microsoft Office, especially Excel, is important for this position, be prepared to discuss your experience with these tools. You might even want to mention specific tasks you've accomplished using Excel, such as data analysis or report generation.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask the interviewer. Inquire about the team dynamics, opportunities for professional development, or how success is measured in the role. This shows that you're engaged and thinking about your future with the company.
