Financial Planning Admin Specialist | Hybrid Role in Bury St Edmunds

Financial Planning Admin Specialist | Hybrid Role in Bury St Edmunds

Bury St Edmunds Full-Time 30000 - 40000 £ / year (est.) No working from home possible
United Cerebral Palsy of Georgia

At a Glance

  • Tasks: Prepare financial packs and maintain client records while supporting new team members.
  • Company: Join United Cerebral Palsy of Georgia, a supportive and impactful organisation.
  • Benefits: Enjoy a negotiable salary, pension plan, Bupa cash plan, and 25 days holiday.
  • Other info: Hybrid working model available after probation with great career growth potential.
  • Why this job: Make a difference in people's lives while developing your administrative skills.
  • Qualifications: 4-5 years of admin experience and strong organisational skills required.

The predicted salary is between 30000 - 40000 £ per year.

United Cerebral Palsy of Georgia in Bury St Edmunds is looking for a Financial Planning Administrator to join their team. This full-time position offers a hybrid working model post-probation, requiring 4-5 years of administrative experience and excellent organisation skills.

The role includes:

  • Preparing financial packs
  • Maintaining client records
  • Supporting new team members

The position offers a negotiable salary and great benefits like a pension plan, Bupa cash plan, and 25 days of holiday plus bank holidays.

Financial Planning Admin Specialist | Hybrid Role in Bury St Edmunds employer: United Cerebral Palsy of Georgia

United Cerebral Palsy of Georgia is an exceptional employer that values its employees by offering a supportive work culture and a hybrid working model, allowing for flexibility and work-life balance. With competitive benefits including a pension plan, Bupa cash plan, and generous holiday allowance, the company fosters professional growth and development, making it an ideal place for those seeking meaningful and rewarding employment in the heart of Bury St Edmunds.

United Cerebral Palsy of Georgia

Contact Details:

United Cerebral Palsy of Georgia Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Planning Admin Specialist | Hybrid Role in Bury St Edmunds

Tip Number 1

Network like a pro! Reach out to current or former employees at United Cerebral Palsy of Georgia on LinkedIn. A friendly chat can give us insider info and maybe even a referral!

Tip Number 2

Prepare for the interview by practising common questions related to financial planning and administration. We can even role-play with a friend to boost our confidence and nail those answers!

Tip Number 3

Showcase your organisational skills during the interview. Bring examples of how you've managed records or prepared financial packs in the past. We want to demonstrate that we’re the perfect fit for the role!

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we can keep track of our application status easily!

We think you need these skills to ace Financial Planning Admin Specialist | Hybrid Role in Bury St Edmunds

Administrative Experience
Organisation Skills
Financial Reporting
Client Record Management
Team Support
Attention to Detail
Communication Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your administrative experience and organisational skills. We want to see how your background fits with the Financial Planning Administrator role, so don’t be shy about showcasing relevant achievements!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about joining United Cerebral Palsy of Georgia and how you can contribute to the team. Keep it friendly and professional – we love a personal touch!

Showcase Your Financial Skills:Since the role involves preparing financial packs, make sure to mention any relevant experience you have in finance or administration. We’re looking for someone who can hit the ground running, so highlight those skills!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do!

How to prepare for a job interview at United Cerebral Palsy of Georgia

Know Your Numbers

Make sure you brush up on financial terminology and concepts relevant to the role. Being able to discuss financial packs and client records confidently will show that you're not just familiar with the basics, but that you can handle the specifics of the job.

Show Off Your Organisational Skills

Prepare examples from your past experience where your organisational skills made a difference. Whether it was managing multiple tasks or streamlining processes, having concrete examples ready will demonstrate your capability to excel in this role.

Be Ready to Support

Since the role involves supporting new team members, think about how you've helped others in previous jobs. Be prepared to share stories that highlight your teamwork and mentoring abilities, as this will resonate well with the hiring team.

Ask Insightful Questions

Prepare thoughtful questions about the company culture, team dynamics, and the specific challenges the Financial Planning team faces. This shows your genuine interest in the role and helps you assess if it's the right fit for you.