At a Glance
- Tasks: Manage client records, prepare reports, and support financial advisers in delivering top-notch service.
- Company: Join a respected and growing financial planning business with a collaborative culture.
- Benefits: Enjoy hybrid working, career development opportunities, and a supportive team environment.
- Other info: Proactive attitude and attention to detail are key for success in this role.
- Why this job: Make a real impact in financial planning while working alongside industry professionals.
- Qualifications: Experience in financial services administration and strong organisational skills required.
The predicted salary is between 30000 - 32833 £ per year.
Are you an organised, detail-focused administrator with experience in financial services? Do you thrive in a fast-paced environment where accuracy, client service, and teamwork are valued? If so, we want to hear from you.
We're looking for a Financial Planning Administrator to join an expanding team in Wells, supporting Financial Advisers in delivering exceptional client experiences and high-quality financial advice.
What You’ll Be Doing
- Managing and maintaining accurate client records and data.
- Preparing reports, documentation, and meeting packs for advisers.
- Supporting the advice process from start to finish.
- Ensuring compliance through meticulous administration and record keeping.
- Acting as a key point of contact for clients, delivering professional and timely communication.
- Working closely with advisers and colleagues to ensure seamless service delivery.
What We’re Looking For
- Experience in financial services administration, financial planning, wealth management, pensions, or investments.
- Exceptional attention to detail and the ability to spot inaccuracies.
- Strong organisational skills with the ability to manage multiple priorities.
- Confident communication skills and a client-focused approach.
- Proficiency with office systems and administration software.
- A proactive, positive attitude and a desire to be part of a collaborative team.
What Is On Offer
- Be part of a respected and growing financial planning business.
- Work alongside experienced advisers and industry professionals.
- Enjoy a supportive, collaborative culture where your contribution matters.
- Opportunity to develop your career within wealth management and financial services.
- Hybrid working and a modern, flexible approach to work.
Ready for Your Next Challenge
If you’re an experienced administrator looking to build your career within financial planning and make a real impact, we’d love to hear from you.
Financial Planning Administrator employer: TRI Consulting Ltd
Join a respected and growing financial planning business in Wells, where your organisational skills and attention to detail will be valued in a supportive and collaborative culture. With opportunities for career development within wealth management and financial services, you will work alongside experienced advisers, contributing to exceptional client experiences while enjoying the benefits of hybrid working and a modern approach to work.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like TRI Consulting Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to TRI Consulting Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on TRI Consulting Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at TRI Consulting Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with TRI Consulting Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at TRI Consulting Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former TRI Consulting Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
