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- Tasks: Join our team to manage client financial information and ensure all documents are accurate and up-to-date.
- Company: We specialize in financial planning for medical professionals, known as the 'go-to' for doctors' retirement planning.
- Benefits: Enjoy flexible career paths and the opportunity to grow into a Paraplanner or Financial Adviser.
- Why this job: Be at the heart of a supportive team that values excellence and offers impactful work for clients.
- Qualifications: Looking for detail-oriented candidates with strong organizational skills; no prior experience required.
- Other info: This role is perfect for those interested in finance and healthcare sectors.
The predicted salary is between 36000 - 60000 £ per year.
My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely referred to as the ‘go-to’ company for retirement planning for doctors across the UK. They provide impartial advice whether you work within the NHS, private sector, independent sector or a combination of all three. They are now looking for a Senior Administrator to join their Client Services Team.This role is at the heart of the company and interacts with everyone in some capacity. The Client Services Administrator coordinates and delivers key administration across the full lifecycle of client acquisition and management. Career prospects are flexible. We welcome candidates with aspirations to become a Paraplanner or Financial Adviser in the future; although this is not a pre-requisite and other career paths are supported. Responsibilities: Locating, extracting and collating all information regarding to financial arrangements from third parties and providers, accurately and quickly. Make sure all documentation is complete and up to date, including engagement documents, applications forms and anti-money laundering documents. Dealing with incoming documentation
Senior Financial Planning Administrator employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the financial planning landscape, especially in relation to medical professionals. Understanding the specific needs and challenges faced by doctors regarding retirement planning will help you stand out during discussions.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who specialize in working with healthcare providers. This can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Demonstrate your organizational skills by preparing examples of how you've successfully managed complex documentation or client information in previous roles. This will show that you can handle the key responsibilities of the position effectively.
✨Tip Number 4
Express your career aspirations clearly during the interview. Whether you aim to become a Paraplanner or Financial Adviser, showing your commitment to growth within the company can make a positive impression.
We think you need these skills to ace Senior Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Senior Financial Planning Administrator position. Understand the key responsibilities and required skills, especially those related to client management and financial documentation.
Tailor Your CV: Customize your CV to highlight relevant experience in financial administration and client services. Emphasize any previous roles where you managed documentation or worked with financial arrangements, particularly in a medical or professional services context.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the unique needs of medical professionals. Mention your aspirations for career growth within the company, such as becoming a Paraplanner or Financial Adviser.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. Ensure that your information is clear, concise, and professional, reflecting the high standards expected in the financial services industry.
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Understand the Financial Landscape
Familiarize yourself with the financial planning industry, especially as it pertains to medical professionals. Knowing the specific challenges and opportunities they face will help you demonstrate your understanding of the role and its importance.
✨Showcase Your Organizational Skills
As a Senior Financial Planning Administrator, you'll need to manage a lot of documentation and information. Be prepared to discuss your organizational strategies and tools you use to keep everything in order, as this will be crucial for the role.
✨Highlight Your Communication Abilities
This role requires interaction with various stakeholders. Be ready to provide examples of how you've effectively communicated complex information in the past, whether to clients or colleagues, to show that you can handle the diverse interactions required.
✨Express Your Career Aspirations
The company values candidates who have aspirations for growth. Share your career goals, whether it's becoming a Paraplanner or a Financial Adviser, to show that you're motivated and see a future within the organization.
