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For Companies At a Glance
- Tasks: Support clients and manage financial transactions in a flexible part-time role.
- Company: A small practice within a larger national group, prioritising work-life balance.
- Benefits: Up to £30,000 salary, hybrid working, and a discretionary bonus of up to 15%.
- Why this job: Enjoy flexible hours that fit your lifestyle while making a real impact.
- Qualifications: Experience as a financial planning administrator with attention to detail.
- Other info: No CV needed to apply; just send your contact details!
The predicted salary is between 18000 - 24000 £ per year.
Overview
Live to work or work to live? For many it\’s the latter. But how many firms let you build your work hours around your home life and get the balance you need? This firm does. They\’re looking for someone on a part-time basis but how you work these hours is open to discussion. It could be that you work every day. Or 2.5 days a week. Or in short, hours that suit. You\’ll also get the added flexibility of hybrid working once you are trained. So not only hours that suit. Throw in a full time equivalent salary of up to GBP30,000, great benefits and up to 15% discretionary bonus this all adds up to a great place to work.
What you’ll need
The business itself is a small practice which is part of a larger national group. HERE\’S WHAT YOU\’LL NEED:
Responsibilities
- You will need to be an experienced financial planning administrator. Tasks will include, dealing with client queries, meeting and greeting clients, dealing with product providers, financial transactions, preparing client files, and supporting relationships with existing clients.
Qualifications and attributes
- Even though the role is only part time you will still need to be conscientious, hard working and have great attention to detail.
- You will ideally have experience of IO, platforms and mail merges.
- Hours wise they are looking for 17.5 hours per week but there\\\’s some flexibility around this.
Your perfect balance is only a click away. Press apply and we will be in touch. If you don\\\’t have a CV don\\\’t worry, we can come to that later. For now just send us a way of contacting you.
Everyone will receive a response.
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Financial Planning Administrator - Part Time employer: SecsintheCity
Contact Detail:
SecsintheCity Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Part Time
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for a part-time gig. You never know who might have the inside scoop on opportunities that aren't even advertised yet.
✨Tip Number 2
Be ready to chat! When you apply through our website, make sure you’re prepared for a quick call or video chat. They might want to get to know you better before diving into the formalities, so show off your personality and enthusiasm!
✨Tip Number 3
Flexibility is key! Since this role offers flexible hours, think about how you can showcase your adaptability during interviews. Share examples of how you've successfully managed your time in previous roles or projects.
✨Tip Number 4
Follow up! After applying, don’t be shy about sending a friendly follow-up message. It shows your interest and keeps you on their radar. Just a quick note to say you’re excited about the opportunity can go a long way!
We think you need these skills to ace Financial Planning Administrator - Part Time
Some tips for your application 🫡
Be Yourself: When you're writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show us what makes you unique.
Tailor Your Application: Make sure to customise your application to fit the role of Financial Planning Administrator. Highlight your relevant experience and skills that match the job description, especially your attention to detail and client management.
Keep It Clear and Concise: We appreciate a straightforward approach. Keep your application clear and to the point, making it easy for us to see why you’d be a great fit for the team.
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application, and we promise everyone will get a response, so you won’t be left hanging.
How to prepare for a job interview at SecsintheCity
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Familiarise yourself with common client queries and the products you'll be dealing with. This will show that you're not just a candidate, but someone who genuinely understands the role.
✨Flexibility is Key
Since this role offers flexible hours, be prepared to discuss how you can fit into their schedule. Think about your ideal working pattern and be ready to suggest how you can balance your work and home life effectively.
✨Attention to Detail Matters
Highlight your attention to detail during the interview. Bring examples of how you've successfully managed client files or handled financial transactions in the past. This will demonstrate that you take pride in your work and can handle the responsibilities of the role.
✨Build Rapport
As you'll be meeting and greeting clients, practice your interpersonal skills. Show that you can build relationships easily. A friendly attitude and good communication can set you apart from other candidates.
