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- Tasks: Support Financial Advisers and manage client cases in investments, pensions, and mortgages.
- Company: Reputable IFA firm in Wolverhampton with a focus on client service.
- Benefits: Salary up to £35,000, 25 days leave, flexible hours, and study support.
- Why this job: Great chance to advance your career and gain a Level 4 diploma in Financial Planning.
- Qualifications: Experience in administration and a desire to learn about financial planning.
- Other info: Join a dynamic team with opportunities for growth and a supportive work environment.
The predicted salary is between 24000 - 30000 £ per year.
Location - Wolverhampton
Salary: £28,000 - £35,000
Duration: Permanent, Full time or Part Time
We are working with an IFA firm based in Wolverhampton 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
- 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 Wolverhampton 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 in Wolverhampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the hunt for a Senior Financial Planning Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for financial planning roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your skills effectively.
✨Tip Number 3
Show off your technical skills! Since this role involves working closely with paraplanning and creating reports, make sure to highlight any relevant software or tools you’re familiar with. This will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re here to support you every step of the way in landing that dream job!
We think you need these skills to ace Senior Financial Planning Administrator in Wolverhampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Planning Administrator role. Highlight your experience with financial planning, administration, and any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with what we’re looking for. Keep it concise but engaging – we love a good story!
Showcase Relevant Experience: When filling out your application, don’t forget to showcase your experience with investments, pensions, and mortgages. We’re keen to see how your background fits with the varied tasks of the role, so be specific!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our fantastic team in Wolverhampton!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Financial Stuff
Brush up on your knowledge of investments, pensions, and mortgages. Be ready to discuss how these areas interlink and how you can support Financial Advisers effectively.
✨Showcase Your Admin Skills
Prepare examples of your previous administrative experience, especially in a financial context. Highlight any tools or software you've used that could be relevant to the role.
✨Collaborate Like a Pro
Since you'll be working closely with the paraplanning team, think of ways to demonstrate your teamwork skills. Share experiences where collaboration led to successful outcomes.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to financial planning and how they support their staff in achieving qualifications like the Level 4 diploma. This shows your genuine interest in the role.
