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For Companies At a Glance
- Tasks: Assist advisers in managing client financial portfolios and prepare reports.
- Company: Join a thriving financial planning practice focused on pensions, investments, and protection.
- Benefits: Enjoy competitive pay, study support, full training, and career progression opportunities.
- Why this job: Perfect for launching your career in finance with a supportive team and growth potential.
- Qualifications: Ideal for experienced administrators or recent graduates with relevant degrees and work experience.
- Other info: Permanent residency and right to work in the UK required; no sponsorship available.
The predicted salary is between 28800 - 43200 £ per year.
Join a leading financial planning practice. Are you an experienced financial planning administrator, or an administrator from a professional services background looking to launch your career in the financial services industry? Or perhaps a recent graduate with a financial related degree and some work experience gained during your studies? If so, this is the perfect opportunity for you!
Our client is a thriving financial planning practice specialising in the provision of advice on whole of market pensions, investments, and protection. They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in the creation and maintenance of client financial portfolios in Chorley.
This role offers an exceptional chance to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship.
On offer:
- Competitive salary
- Study support toward the Diploma in Financial Planning
- Full training
- Multiple career progression opportunities
- Discretionary bonus
- Competitive benefits package
Key Responsibilities:
- Managing both new and existing client accounts
- Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
- Accessing provider platforms to gather essential information
- Processing business accurately and promptly in line with compliance guidelines
- Document preparation, scanning, and data input as required
- Diary management and other ad hoc tasks as requested by advisers
- Answering telephones professionally and courteously, providing information and assistance to advisers and third parties
Requirements:
- Professional background within an administrative capacity or a recent graduate with a financial services related degree and relevant work experience, plus neither current nor future need for sponsorship.
- Confidence using Microsoft Office, Word and Excel.
- Excellent communication skills both verbal and written.
- Permanent residency and right to work in the UK. This company are unfortunately unable to provide sponsorship so they are seeking candidates who have both current and indefinite right to work in the UK.
If you are looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you! Apply today by sending your CV to jenny@tempestjones.com
Financial Planning Administrator employer: Tempest Jones
Contact Detail:
Tempest Jones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and investment. Being knowledgeable about current market conditions and financial products will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Prepare for the interview by practising common questions related to financial administration. Think about how your previous experiences, even if not directly in finance, can relate to the skills required for this role.
✨Tip Number 4
Showcase your proficiency in Microsoft Office, especially Excel, as it’s crucial for managing client accounts and preparing reports. Consider creating a portfolio of any relevant work or projects that demonstrate your skills in these areas.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration or any professional services background. Emphasise skills like communication, Microsoft Office proficiency, and any specific financial knowledge you possess.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention why you're interested in financial planning and how your background aligns with the responsibilities outlined in the job description.
Highlight Relevant Experience: If you have any work experience related to financial services or administrative roles, be sure to detail this in your application. Include specific examples of tasks you've handled that relate to managing client accounts or processing business accurately.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Tempest Jones
✨Know Your Financial Basics
Brush up on your knowledge of financial planning concepts, especially pensions and investments. Being able to discuss these topics confidently will show your potential employer that you are serious about the role.
✨Demonstrate Your Administrative Skills
Prepare examples from your past experiences that highlight your organisational skills, attention to detail, and ability to manage multiple tasks. This is crucial for a role that involves managing client accounts and processing business accurately.
✨Showcase Your Communication Skills
Since the role requires excellent verbal and written communication, practice articulating your thoughts clearly. Be ready to explain how you've effectively communicated with clients or colleagues in previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and the team dynamics. This not only shows your interest but also helps you gauge if the company culture aligns with your career goals.
