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- Tasks: Support Financial Advisers with client services in investments, pensions, and mortgages.
- Company: Join a dynamic IFA firm in Warwick focused on delivering top-notch financial planning.
- Benefits: Enjoy a competitive salary, flexible hours, study support, and 25 days holiday.
- Why this job: Perfect for those seeking a technical role with growth opportunities in financial planning.
- Qualifications: Ideal for career administrators or those pursuing a Level 4 diploma in Financial Planning.
- Other info: Flexible working options available; apply now to kickstart your finance career!
The predicted salary is between 26000 - 32000 £ per year.
Location - Warwick
Salary: £26,000 - £32,000
Duration: Permanent, Full time or Part Time
We are working with an IFA firm based in Warwick 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 £32,000
- 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 employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the key responsibilities of a Senior Financial Planning Administrator. Understanding the nuances of investments, pensions, and mortgages will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with current employees or others in similar roles, which can provide insights and potentially lead to referrals.
✨Tip Number 3
Showcase your willingness to learn and grow by mentioning any relevant courses or certifications you are pursuing, especially the Level 4 diploma in Financial Planning. This demonstrates your commitment to the field and aligns with the company's support for study.
✨Tip Number 4
Prepare questions that reflect your interest in the company’s culture and values. Asking about their approach to client service or team collaboration can set you apart and show that you’re genuinely interested in contributing to their success.
We think you need these skills to ace Senior Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and administration. Emphasise any previous roles where you worked closely with financial advisers or dealt with investments, pensions, or mortgages.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention specific skills that align with the job description, such as your ability to provide high-quality client service and collaborate with teams.
Highlight Relevant Qualifications: If you have completed or are pursuing the Level 4 diploma in Financial Planning, make sure to mention this prominently. This shows your commitment to professional development and aligns with the company's support for further education.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail, which is crucial in financial administration.
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Financial Products
Make sure you have a solid understanding of investments, pensions, mortgages, and protection cases. Being able to discuss these topics confidently will show your potential employer that you're well-prepared for the role.
✨Highlight Your Administrative Skills
Emphasise your experience in administration, especially in financial services. Be ready to provide examples of how you've supported financial advisers or worked with paraplanning teams in the past.
✨Show Your Willingness to Learn
Since this role offers study support for the Level 4 diploma in Financial Planning, express your enthusiasm for professional development. Discuss any relevant courses or certifications you’ve completed or are interested in pursuing.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
