At a Glance
- Tasks: Prepare financial planning packs and maintain client records with precision.
- Company: Join a supportive team in a dynamic financial planning firm.
- Benefits: Enjoy hybrid working, generous holiday, and a solid pension scheme.
- Other info: Great opportunities for learning and career growth in a friendly environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: 4-5 years of admin experience and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
A client of ours in the Bury St Edmunds area are recruiting a Financial Planning Administrator to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm (35 hour week). Paying a negotiable salary depending on experience. This is a hybrid role working 2 days from home and 3 days in the office after a successful probation.
Key Duties include but are not limited to:
- Prepare financial planning packs
- Maintain client records in keeping with current processes so that they are kept up to date with all related correspondence uploaded to appropriate systems
- Ensure all documents are saved and named correctly.
- Support, train and develop new team members.
- Obtain information, answer questions, liaising with third parties as appropriate to ensure efficient client service.
- Keep Financial Planners and clients up to date with progress and flag any concerns or complaints to your manager
- Adopt new technology and ways of working but feeding back where a process could be developed or improved
- Processing work in a timely manner
- Maintain and update my talent development record
- Cover reception when needed
Skills and Experience required to be considered for this Financial Planning Administrator position:
- Minimum 4-5 years admin and secretarial experience
- Proficient in using systems and PC processes
- Providing accurate and timely administrative support
- High attention to detail
- Highly organised
- Excellent written and verbal communication skills
Great Benefits to working for this company include:
- Pension (6% company contribution & 3% employee contribution)
- Bupa cash plan
- Hybrid working after probation
- 25 days' holiday + 1 day off for birthday, plus bank holidays
- Christmas Shutdown
- Income Protection
- Learning & Development provided by team internally
Financial Planning Administrator. Job in Bury St. Edmunds LilyLifestyle Jobs in Bury St Edmunds employer: United Cerebral Palsy of Georgia
Join a dynamic team in Bury St. Edmunds as a Financial Planning Administrator, where you will enjoy a supportive work culture that prioritises employee growth and development. With a hybrid working model, generous holiday allowance, and comprehensive benefits including a pension scheme and health plan, this company is committed to fostering a rewarding and flexible work environment for its employees.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator. Job in Bury St. Edmunds LilyLifestyle Jobs in Bury St Edmunds
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know about opportunities at companies like the one in Bury St. Edmunds. A friendly chat can sometimes lead to a referral, which is golden!
✨Tip Number 2
Prepare for the interview by researching common questions for Financial Planning Administrators. We suggest practising your answers with a friend or in front of the mirror. Confidence is key, and knowing your stuff will help you shine!
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've maintained client records or improved processes in previous roles. This will demonstrate that you're the perfect fit for keeping things running smoothly.
✨Tip Number 4
Don’t forget to apply 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 directly with us.
We think you need these skills to ace Financial Planning Administrator. Job in Bury St. Edmunds LilyLifestyle Jobs in Bury St Edmunds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your admin experience and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences that align with the key duties mentioned in the job description.
Show Off Your Attention to Detail:Since this role requires high attention to detail, make sure your application is free from typos and errors. We appreciate a polished application that reflects your organisational skills and professionalism.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Financial Stuff
Brush up on your financial planning knowledge before the interview. Be ready to discuss how you would prepare financial planning packs and maintain client records. Showing that you understand the key duties will impress the interviewer.
✨Show Off Your Organisational Skills
Since this role requires high attention to detail and excellent organisation, come prepared with examples of how you've managed multiple tasks or projects in the past. Use specific instances where your organisational skills made a difference.
✨Communicate Clearly
Practice your verbal and written communication skills. You might be asked to explain complex information simply, so think about how you can convey your thoughts clearly. Consider preparing a brief summary of your experience that highlights your communication abilities.
✨Be Tech-Savvy
Familiarise yourself with common financial software and tools that may be used in the role. If you have experience with specific systems, mention them during the interview. Being proactive about adopting new technology will show you're adaptable and forward-thinking.
