At a Glance
- Tasks: Provide admin support to financial planners and enhance client experiences.
- Company: Respected independent financial planning firm in Manchester City Centre.
- Benefits: Competitive salary, generous leave, study support, and health benefits.
- Other info: Opportunities for professional development and a supportive work culture.
- Why this job: Join a growing team and kickstart your career in financial planning.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 27000 - 30000 £ per year.
A growing and highly respected independent financial planning firm is looking to appoint a Financial Planning Administrator to join its expanding team in Manchester City Centre. This is an excellent opportunity for an administrator looking to develop their career within a supportive and ambitious financial planning business. You'll work closely with experienced Financial Planners and Paraplanners, playing a key role in delivering an exceptional client experience while gaining exposure to all aspects of the financial planning process.
The Role
As a Financial Planning Administrator, you'll provide comprehensive administrative support to the advisory team, ensuring clients receive an efficient and professional service. Your responsibilities will include:
- Preparing and processing new business applications
- Liaising with providers, clients and third parties
- Managing client records and maintaining CRM systems
- Producing client documentation and meeting packs
- Supporting advisers and paraplanners with day-to-day administration
- Ensuring all work is completed accurately and in line with regulatory requirements
About You
The successful candidate will have:
- Previous experience within a Financial Planning, Wealth Management or Financial Services administration role
- Excellent organisational skills with strong attention to detail
- The ability to manage multiple tasks and prioritise effectively
- Strong communication skills and a professional approach
- A proactive attitude with a genuine desire to develop within the industry
Candidates studying towards the CII Diploma are encouraged to apply, with financial support available for further qualifications.
Salary & Benefits
Salary: £27,000 - £30,000 starting salary based on experience. £500 salary increase for every CII R0 exam passed (up to £30,000). 25 days annual leave plus bank holidays. Your birthday off every year. Paid Christmas shutdown. 9-day working fortnight. Four weeks' fully paid sabbatical after every five years of service. Private Medical Insurance. Death in Service cover (10x salary). 5% employer pension contribution via salary sacrifice, plus employer National Insurance savings added to your pension. Study support and paid study leave. Referral bonus scheme. Health Cash Plan including dental, optical and wellbeing benefits. Employee discounts and flexible benefits programme.
The Opportunity
This is a fantastic opportunity to join a business with ambitious growth plans, an excellent reputation within the financial planning sector and a genuine commitment to investing in its people. If you're looking to build a long-term career in financial planning with a firm that offers outstanding benefits, structured development and a collaborative working environment, we'd love to hear from you.
Administrator in Bolton employer: Vernon Thomas Recruitment
Join a respected financial planning firm in Greater Manchester, where your role as Office Manager will not only ensure the smooth operation of a dynamic office but also contribute to a collaborative and supportive team environment. With competitive salaries, hybrid working options, and a strong focus on professional development, this company values its employees and offers genuine opportunities for career progression, making it an excellent employer for those seeking meaningful and rewarding work.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator in Bolton
✨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 Vernon Thomas Recruitment. 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 Administrator in Bolton
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 Vernon Thomas Recruitment.
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 Vernon Thomas Recruitment'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 Vernon Thomas Recruitment
✨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 Vernon Thomas Recruitment.
✨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 Vernon Thomas Recruitment 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 Vernon Thomas Recruitment 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.
