Financial Advice Administrator Apply now
Financial Advice Administrator

Financial Advice Administrator

Full-Time 28800 - 43200 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Support financial planners with admin tasks, client paperwork, and report preparation.
  • Company: Join a leading financial services practice with a strong history of client success.
  • Benefits: Competitive salary, study support, and a clear career path in financial planning.
  • Why this job: Gain valuable experience in finance while working in a supportive, client-focused team.
  • Qualifications: Organized, client-focused individuals with a passion for financial services are encouraged to apply.
  • Other info: Ongoing training provided, with opportunities to pursue a Diploma in Financial Planning.

The predicted salary is between 28800 - 43200 £ per year.

Financial Advice Administrator Competitive salary based on experience plus study support and a long term career path within financial planning. Are you a highly organised, client-focused individual, with a passion for financial services? If so, this could be the perfect role for you. My client, a leading financial services practice, is looking for an additional Financial Planning Administrator to join their team in Tyne and Wear. This is an excellent opportunity to join a successful organisation that has a long and impressive history of helping clients achieve their financial goals. You will be working with a team of experienced financial planners and paraplanners providing full administrative support in a client-focused environment. The Role In this role, you will be responsible for providing full administrative support to the financial planning team. This will include processing new business applications, completing client paperwork and preparing client reports. You will also handle customer queries and update customer information records. You will have the opportunity to further develop your knowledge of the financial services sector, with ongoing in-house training and development with full study support should you wish to work towards the Diploma in Financial Planning. Duties will include: · You will be involved in looking after both new …

Financial Advice Administrator employer: Tempest Jones

Join a leading financial services practice in Tyne and Wear, where you will be part of a dynamic team dedicated to client success. We offer a competitive salary, comprehensive study support, and a clear career path in financial planning, ensuring that you have the resources to grow and thrive in your role. Our supportive work culture fosters collaboration and continuous learning, making it an ideal environment for those passionate about delivering exceptional financial advice.
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Contact Detail:

Tempest Jones Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Advice Administrator

Tip Number 1

Familiarize yourself with the financial services sector, especially the specific products and services offered by the company. This knowledge will help you engage in meaningful conversations during the interview and demonstrate your genuine interest in the role.

Tip Number 2

Network with professionals in the financial planning industry. Attend local events or join online forums to connect with individuals who can provide insights into the role and potentially refer you to opportunities within their organizations.

Tip Number 3

Prepare to discuss your organizational skills and client-focused approach. Think of specific examples from your past experiences that showcase how you've successfully managed administrative tasks and supported clients effectively.

Tip Number 4

Research the company’s history and values. Understanding their mission and how they help clients achieve financial goals will allow you to align your answers with their objectives during the interview.

We think you need these skills to ace Financial Advice Administrator

Organizational Skills
Client-Focused Approach
Attention to Detail
Financial Services Knowledge
Administrative Support
Communication Skills
Problem-Solving Skills
Time Management
Data Entry Accuracy
Report Preparation
Customer Service Skills
Ability to Handle Queries
Team Collaboration
Adaptability
Proficiency in Financial Software

Some tips for your application 🫡

Understand the Role: Make sure you fully understand the responsibilities of a Financial Advice Administrator. Highlight your organizational skills and client-focused approach in your application.

Tailor Your CV: Customize your CV to reflect relevant experience in financial services or administrative roles. Emphasize any experience with client interactions, processing applications, or preparing reports.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your desire to support clients in achieving their financial goals. Mention your willingness to learn and grow within the company.

Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this role.

How to prepare for a job interview at Tempest Jones

Show Your Organisational Skills

As a Financial Advice Administrator, being highly organised is crucial. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously. This will demonstrate your ability to handle the administrative demands of the role.

Understand Financial Services Basics

Familiarize yourself with key concepts in financial planning and services. Being able to discuss these topics during the interview will show your passion for the industry and your commitment to learning more about it.

Prepare for Client-Focused Questions

Since the role is client-focused, be ready to answer questions about how you would handle customer queries and maintain client relationships. Think of specific scenarios where you provided excellent customer service in the past.

Express Your Willingness to Learn

Highlight your eagerness to develop your knowledge further, especially regarding the Diploma in Financial Planning. Discuss any relevant courses or training you've undertaken and how they relate to the position you're applying for.

Financial Advice Administrator
Tempest Jones Apply now
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  • Financial Advice Administrator

    Full-Time
    28800 - 43200 £ / year (est.)
    Apply now

    Application deadline: 2027-01-03

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    Tempest Jones

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