At a Glance
- Tasks: Manage client onboarding, maintain data, and support financial planning processes.
- Company: Join Rosart, a rapidly growing financial services firm in London.
- Benefits: Enjoy 25 days holiday, private medical insurance, and social events.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
- Why this job: Make a real impact on clients' financial wellbeing in a supportive team.
- Qualifications: 2+ years in finance, strong attention to detail, and excellent communication skills.
The predicted salary is between 55000 - 70000 £ per year.
Established in the early stages of 2019, Rosart has experienced significant organic growth, prompting the need for an additional financial administrator to effectively manage the increasing client portfolio. As we embark on a journey of expansion, we are excited to welcome a dynamic individual who can play a pivotal role in propelling the company forward and contribute to the shaping of our business.
This is an opportunity to be part of a thriving organisation that is dedicated to placing clients at the forefront of everything we do. We consistently go further to deliver exceptional service and look to build authentic relationships with clients and their families. Join us in providing holistic financial planning solutions that make a difference in the lives of our clients. Be a key player in a team that values excellence, transparency, and the pursuit of a shared vision.
Your role goes beyond numbers; it's about creating a positive impact and ensuring the financial wellbeing of those families we look after. If you're ready to be part of an exciting company, we invite you to explore this opportunity with us.
Responsibilities
- Administer client onboarding, organise policy information, and maintain accurate client data across systems
- Support report preparation by compiling relevant supporting documents
- Process new business, manage adviser fees, handle fund switches, and oversee investment transfers in line with recommendations
- Coordinate client review meetings and uphold the highest standards of client service throughout all interactions
Experience
- More than two years working in a similar role
- Excellent attention to detail
- Confident and competent communication skills – verbal and written
- Strong software skills with proficiency in MS Word, Excel, and Outlook
- Focus on delivering high-quality client service
- Be able to demonstrate initiative and curiosity
- Ability to work under pressure and handle multiple tasks effectively
What we offer
- 25 days holiday, excluding Bank Holidays, plus 3 days between Christmas and New Year
- Private medical insurance
- Death in service
- Pension membership via salary exchange
- Social events paid for by the company including annual away days
Please apply by contacting Jana at jana@rosart.co.uk, attaching a copy of your CV and outlining why you would like to join Rosart.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Financial Planning Administrator employer: Rosart
At Rosart, we pride ourselves on being an exceptional employer that prioritises the well-being and growth of our team members. Located in the vibrant Greater London area, we offer a supportive work culture that fosters collaboration and innovation, alongside generous benefits such as private medical insurance and social events. Join us to not only advance your career but also to make a meaningful impact in the lives of our clients through holistic financial planning solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning 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 Rosart. 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 Financial Planning 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 Rosart.
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 Rosart'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 Rosart
✨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 Rosart.
✨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 Rosart 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 Rosart 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.
