At a Glance
- Tasks: Support Financial Advisers and manage client services in a dynamic role.
- Company: Reputable IFA firm in Altrincham with a focus on client satisfaction.
- Benefits: Up to £35,000 salary, hybrid work, 25 days leave, and study support.
- Other info: Flexible hours and a collaborative team environment await you!
- Why this job: Great chance to advance your career in financial planning and gain qualifications.
- Qualifications: Experience in administration; passion for finance and client service.
The predicted salary is between 35000 - 35000 £ per year.
Location - Altrincham (Hybrid)
Salary: Up to £35,000
Duration: Permanent, Full time or Part Time
We are working with an IFA firm based in Altrincham who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.
The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.
This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.
What's on offer?
- Salary up to £35,000
- Hybrid work model (2 days a week from home)
- 25 days annual leave
- Bank Holidays
- Discretionary Annual bonus
- 35 hour working week with flexible start times
- Study Support and Sponsorship through financial planning exams
What's Next?
If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements.
Senior Financial Planning Administrator in Altrincham employer: WEALTHLINK RECRUITMENT LTD
Join a dynamic IFA firm in Altrincham as a Senior Financial Planning Administrator, where you will enjoy a supportive hybrid work model and a culture that prioritises employee growth. With competitive salary packages, generous annual leave, and study support for financial planning qualifications, this role offers a unique opportunity to advance your career while contributing to a high-quality service for clients.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator in Altrincham
✨Tap into Campus Networks
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✨Get Certified
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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 WEALTHLINK RECRUITMENT 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 Senior Financial Planning Administrator in Altrincham
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 WEALTHLINK RECRUITMENT 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 WEALTHLINK RECRUITMENT 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 WEALTHLINK RECRUITMENT 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 WEALTHLINK RECRUITMENT 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 WEALTHLINK RECRUITMENT 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 WEALTHLINK RECRUITMENT 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.
