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For Companies At a Glance
- Tasks: Support advisers by preparing reports and liaising with clients and companies.
- Company: Join a boutique financial advice practice in beautiful rural Norfolk.
- Benefits: Enjoy 25 days holiday, hybrid working, and support for your financial qualifications.
- Why this job: Be part of a supportive team that values personal development and offers career progression.
- Qualifications: Must have a year of experience in financial services and good grades in Maths and English.
- Other info: Flexible work environment with opportunities to grow into advisory roles.
The predicted salary is between 24000 - 36000 £ per year.
My client is a boutique advice practice based in southeast rural Norfolk. They are currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers.
Key Duties
- Liaising with advisers and colleagues in all aspects of the business process
- Speaking with insurance companies and investment companies to obtain specific information
- Preparation of investment reports and review packs for existing clients
- Preparation of new business packs for prospective clients of the firm
- Use of back office system to construct data records and obtain information for existing clients
- Assisting the advisers to ensure business is processed efficiently and accurately
- Complying with FCA rules and internal compliance procedures
Key Personal Skills Required
- Honesty
- Integrity
- Reliability
- Ability to work well under pressure
- Good knowledge and experience of using Microsoft Office and Excel
- Mathematics and English qualifications (grade C and above)
- A good telephone manner
- Experience within financial services, ideally within an insurance company or financial advisory business
Benefits
- 25 days holiday
- Free Parking
- Home working one day per week (hybrid)
- Annual bonus (ad hoc)
- Finance and support for financial qualifications
- Personal development is encouraged, and my client has a track record of developing administrators to advice level. If you wish to progress, there is no pressure to do so.
Experience
- Financial services: 1 year (required)
Financial Services Administrator/Trainee Paraplanner employer: Service Service Employment Agency Limited
Contact Detail:
Service Service Employment Agency Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator/Trainee Paraplanner
✨Tip Number 1
Network with professionals in the financial services sector. Attend local events or join online forums where you can connect with current paraplanners and administrators. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific software and back office systems commonly used in financial services. If you know which systems the company uses, try to gain experience with them beforehand to demonstrate your readiness.
✨Tip Number 3
Prepare to discuss your understanding of FCA rules and compliance procedures during the interview. Showing that you are knowledgeable about these regulations will highlight your commitment to the industry and the role.
✨Tip Number 4
Demonstrate your ability to work under pressure by sharing specific examples from your past experiences. Highlighting how you've successfully managed tight deadlines or complex tasks will make you stand out as a candidate.
We think you need these skills to ace Financial Services Administrator/Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles that involved administration or paraplanning. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key duties mentioned in the job description. Explain how your background aligns with the responsibilities of liaising with advisers and preparing investment reports.
Highlight Personal Skills: In your application, emphasise personal skills such as honesty, integrity, and reliability. Provide examples of how you've demonstrated these qualities in previous roles, especially under pressure.
Showcase Technical Proficiency: Mention your proficiency in Microsoft Office and Excel, as well as any experience with back office systems. If you have specific examples of how you've used these tools effectively, include them in your application.
How to prepare for a job interview at Service Service Employment Agency Limited
✨Show Your Financial Knowledge
Make sure to brush up on your understanding of financial services, especially if you have experience in insurance or advisory roles. Be prepared to discuss specific scenarios where you've applied your knowledge, as this will demonstrate your capability and confidence.
✨Demonstrate Your Communication Skills
Since the role involves liaising with advisers and clients, it's crucial to showcase your communication skills. Practice articulating your thoughts clearly and concisely, and be ready to provide examples of how you've effectively communicated in previous roles.
✨Highlight Your Attention to Detail
Given the importance of accuracy in preparing investment reports and compliance with FCA rules, emphasise your attention to detail. Share examples from your past work where your meticulousness has led to successful outcomes.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready shows your genuine interest in the role and the company. Ask about their team dynamics, opportunities for personal development, or how they support their staff in obtaining financial qualifications.
