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For Companies At a Glance
- Tasks: Support Financial Planners with client management and document preparation.
- Company: Reputable financial planning firm in Bury, England.
- Benefits: Competitive salary, study support, and generous holiday allowance.
- Why this job: Join a dynamic team and enhance your skills in financial services.
- Qualifications: 1-3 years of experience in financial services and knowledge of investments or pensions.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 30000 - 42000 £ per year.
A financial planning firm in Bury, England is seeking an IFA Administrator to support Financial Planners with various administrative tasks. The role requires 1-3 years of experience in financial services and knowledge of investments or pensions.
Responsibilities include:
- Client management
- Document preparation
- Using management systems to process business efficiently
The position offers a competitive salary and benefits such as study support and generous holiday allowance.
Financial Planning Admin Specialist in Bury employer: Square Peg Associates
Contact Detail:
Square Peg Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Admin Specialist in Bury
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services, especially around investments and pensions, so you can show off your knowledge and enthusiasm during the chat.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you feel more confident and articulate when discussing your experience and how it aligns with the Financial Planning Admin Specialist role.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and showcase your skills. Plus, you'll be one step closer to landing that dream job with us!
We think you need these skills to ace Financial Planning Admin Specialist in Bury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially any roles related to investments or pensions. We want to see how your background aligns with the responsibilities of the Financial Planning Admin Specialist role.
Showcase Relevant Skills: In your application, emphasise your client management and document preparation skills. We’re looking for someone who can efficiently use management systems, so don’t forget to mention any relevant software you’ve worked with!
Be Clear and Concise: When writing your cover letter, keep it straightforward and to the point. We appreciate clarity, so make sure you communicate why you’re a great fit for the role without rambling on.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the Financial Planning Admin Specialist position. Plus, it’s super easy!
How to prepare for a job interview at Square Peg Associates
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of investments and pensions. Familiarise yourself with common financial terms and concepts, as this will show the interviewers that you’re serious about the role and understand the industry.
✨Show Off Your Admin Skills
Since the role involves a lot of administrative tasks, be ready to discuss your previous experience in client management and document preparation. Bring examples of how you've efficiently processed business in past roles to demonstrate your organisational skills.
✨Get Comfortable with Management Systems
If you have experience with any management systems, make sure to mention it! If not, do a bit of research on common tools used in financial planning. Showing that you’re tech-savvy can really set you apart from other candidates.
✨Ask Smart Questions
Prepare some thoughtful questions about the firm and the role. This shows your interest and helps you gauge if the company is the right fit for you. Ask about their approach to client management or how they support their staff’s professional development.
