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- Tasks: Support high-performing financial advisers with client asset reviews and transaction processing.
- Company: Join a dynamic team focused on high-net-worth private wealth advice.
- Benefits: Enjoy a competitive salary, pension contributions, health cover, and study support.
- Why this job: Gain valuable experience in wealth management while building relationships with clients and advisers.
- Qualifications: Experience in IFA/wealth management and processing investments is essential.
- Other info: Opportunities for training on the Intelliflo system and a supportive work environment.
The predicted salary is between 21600 - 24000 £ per year.
The Role: The wide-ranging adviser support role working alongside multiple high performing financial advisers working within HNW private wealth advice circles. As a Financial Planning Administrator, your responsibilities will include:
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To liaise with product providers, collate policy information and obtain client specific illustrations to support the analysis of data for client asset reviews.
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Process new and top up applications for life, pension and investment business.
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Obtain valuations of existing holdings and the preparation of client review packs.
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Complete any review meeting actions.
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Process platform withdrawals, fund switches, benefit crystallisations and other online transactions as necessary.
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Work closely with the Technical Analysis team to deliver a seamless, end to end service for Advisers.
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Take ownership of ad-hoc projects as directed by the Head of Operations.
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Develop good working relationships with product providers, technology suppliers, team members, clients and Advisers.
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Maintaining accurate, compliant files.
The Person: You must come from an IFA/wealth management background and have experience of supporting IFA’s/financial advisers in a private wealth focused advice environment. To will:
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Hold previous experience of processing personal investments and pensions business
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Have experience of managing key client relationships alongside advisers/paraplanners, fielding technical queries as required
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Ideally have experience of the Intelliflo system which would be highly advantageous, although training will be given
Salary/Package: £27-28k base DOE
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Benefits: 5%Pension, DIS & Westfield Health Cover alongside a full company benefits package inclusive of study support (CII)
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Holidays: 25 days holiday plus stats
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Bonus: Discretionary – Paid annually
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk
Financial Planning Administrator employer: CB3 Associates Ltd
Contact Detail:
CB3 Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Make sure to highlight your experience in the IFA/wealth management sector during your conversations. This will show that you understand the specific needs and challenges of financial advisers.
✨Tip Number 2
Familiarize yourself with the Intelliflo system, even if you haven't used it before. Showing initiative in learning about this software can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the private wealth advice circles. Building relationships with current financial advisers can provide you with insights and potentially lead to referrals.
✨Tip Number 4
Demonstrate your ability to manage key client relationships effectively. Prepare examples of how you've successfully handled technical queries or supported advisers in the past.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Financial Planning Administrator position. Understand the key responsibilities and required skills, especially those related to liaising with product providers and processing applications.
Tailor Your CV: Customize your CV to highlight your experience in IFA/wealth management and any relevant skills that align with the job requirements. Emphasize your background in supporting financial advisers and managing client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and how your previous experiences make you a great fit. Mention specific examples of your work with financial advisers and your familiarity with investment and pension processes.
Follow Application Instructions: Ensure you send your application to the correct contact, Chris at CB3 Associates Ltd, as specified in the job listing. Double-check that your CV and cover letter are attached before hitting send.
How to prepare for a job interview at CB3 Associates Ltd
✨Show Your Knowledge of Financial Products
Make sure to brush up on your knowledge of life, pension, and investment products. Being able to discuss these confidently will demonstrate your expertise and understanding of the role.
✨Highlight Your Experience with Advisers
Be prepared to share specific examples of how you've supported financial advisers in the past. This could include managing client relationships or handling technical queries, which are crucial for this position.
✨Familiarize Yourself with Intelliflo
If you have experience with the Intelliflo system, be sure to mention it. If not, express your willingness to learn and adapt quickly, as this will show your commitment to the role.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with various stakeholders, practice articulating your thoughts clearly and concisely. Good communication is key to building relationships with product providers and team members.
