At a Glance
- Tasks: Provide admin support to financial planners and enhance client experiences.
- Company: Respected financial planning firm in Manchester City Centre with growth ambitions.
- Benefits: Competitive salary, 25 days leave, birthday off, and paid study support.
- Other info: Great career growth opportunities and a collaborative work environment.
- Why this job: Join a supportive team and kickstart your career in financial planning.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 30000 - 31000 £ 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 Part-time Learning Disabilities in Manchester 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 Part-time Learning Disabilities in Manchester
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Vernon Thomas Recruitment often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Vernon Thomas Recruitment.
We think you need these skills to ace Administrator Part-time Learning Disabilities in Manchester
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Vernon Thomas Recruitment and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Vernon Thomas Recruitment. A little light-heartedness can go a long way!
How to prepare for a job interview at Vernon Thomas Recruitment
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
