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- Tasks: Prepare reports, manage client communications, and support Financial Planners.
- Company: Join a dynamic financial services team focused on client success.
- Benefits: Flexible part-time hours, professional development, and a supportive work environment.
- Other info: Ideal for those looking to grow in the financial services industry.
- Why this job: Gain valuable experience in financial planning while making a real difference for clients.
- Qualifications: Strong attention to detail, organisational skills, and proficiency in Microsoft Office.
The predicted salary is between 15000 - 20000 £ per year.
Responsibilities:
- Prepare and maintain reports using Excel and Word.
- Liaising with providers to obtain policy information and updates.
- Preparing documentation for client meetings, including valuations and reports.
- Managing client communications and scheduling appointments.
- Assisting with annual reviews and updating client files accordingly.
The successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning.
Requirements:
- Previous experience in a financial services administration role is essential, ideally within a financial planning or wealth management environment.
- Strong organisational and communication skills.
- High level of accuracy and attention to detail.
- Proficient in Microsoft Office and CRM systems.
- A proactive attitude and willingness to learn and grow within the role.
- R01, CF1 or FA1 would be advantageous.
Financial Planning Administrator (Part Time) in Milton Keynes employer: The Grove
Contact Detail:
The Grove Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator (Part Time) in Milton Keynes
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. Think about how your skills in Excel and client communication can shine through. We want you to feel confident and ready to impress!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Financial Planning Administrator (Part Time) in Milton Keynes
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills match the responsibilities listed, like preparing reports and managing client communications.
Show Off Your Skills: When writing your cover letter, emphasise your organisational skills and attention to detail. We love candidates who can demonstrate their proficiency in Microsoft Office and CRM systems, so don’t hold back!
Be Proactive: Let us know about your willingness to learn and grow within the role. Mention any relevant courses or certifications, like R01, CF1, or FA1, that show you’re serious about a career in financial planning.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at The Grove
✨Know Your Numbers
Brush up on your Excel skills before the interview. Be ready to discuss how you've used Excel in previous roles, especially for preparing reports or managing data. This will show that you’re not just familiar with the software but can also leverage it effectively in a financial planning context.
✨Master the Art of Communication
Since the role involves liaising with providers and managing client communications, practice articulating your thoughts clearly. Prepare examples of how you've successfully communicated complex information in the past, as this will demonstrate your organisational and communication skills.
✨Show Your Attention to Detail
Bring along a sample report or documentation you've prepared in the past (with sensitive info redacted, of course). This will give you a chance to showcase your attention to detail and accuracy, which are crucial for this role. Be ready to explain your process and how you ensure quality in your work.
✨Be Proactive About Learning
Express your eagerness to learn and grow within the role. Research any relevant qualifications like R01, CF1, or FA1, and mention your interest in pursuing them. This shows that you're not just looking for a job, but are genuinely invested in your professional development in financial planning.