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- Tasks: Join our Financial Planning team as a Sales Support Administrator, delivering top-notch service to clients and colleagues.
- Company: We are an innovative Wealth Management firm focused on bespoke solutions for high-net-worth clients.
- Benefits: Enjoy a competitive salary, professional development support, and a collaborative work environment.
- Why this job: Be part of a forward-thinking team that values initiative and offers opportunities for career growth.
- Qualifications: Strong understanding of financial planning, pensions, and investments; excellent communication skills required.
- Other info: Ideal for proactive individuals looking to make an impact in a dynamic financial services setting.
The predicted salary is between 36000 - 60000 £ per year.
Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team. If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest.
Working as part of a multi disciplined team, your role will be to deliver first class to Advisors, Client Managers and Paraplanners. Your role will be varied and requires a well organised and practical individual. The team focuses on delivering bespoke solutions to HNW Clients who are approaching or at retirement. As such, your work will focus on Pension, Investment and Tax solutions so strong understanding within these areas is required. You will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process, allied to broad technical knowledge covering pensions and investments. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload.
This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients.
In return, you will receive a generous basic package and the support to develop your skills and further your career.
Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service, Pensions, Investments
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Financial Planning
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Financial Services
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Investments
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Pensions
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Wealth Management
Administrator - Financial Planning (IFA) employer: Brevere Group
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Financial Planning (IFA)
✨Tip Number 1
Familiarize yourself with the latest trends in Wealth Management and Financial Planning. Understanding current market conditions and client needs will help you stand out during conversations with potential employers.
✨Tip Number 2
Network with professionals in the Financial Planning sector. Attend industry events or join relevant online forums to connect with people who can provide insights and possibly refer you to job openings.
✨Tip Number 3
Highlight your IT skills and experience with financial software during interviews. Being highly IT literate is crucial for this role, so be prepared to discuss specific tools you've used in previous positions.
✨Tip Number 4
Prepare to demonstrate your understanding of pensions, investments, and tax solutions. Be ready to discuss how you've applied this knowledge in past roles, as it will be key to delivering first-class service in this position.
We think you need these skills to ace Administrator - Financial Planning (IFA)
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities and requirements. Highlight your relevant experience in financial planning, pensions, and investments in your application.
Tailor Your CV: Customize your CV to reflect your skills and experiences that align with the role of a Sales Support Administrator. Emphasize your organizational skills, IT literacy, and any professional qualifications you have achieved.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Discuss how your proactive approach and client-centric mindset make you a great fit for the team.
Highlight Communication Skills: Since excellent written and verbal communication skills are essential for this role, provide examples in your application that demonstrate your ability to communicate effectively with clients and colleagues.
How to prepare for a job interview at Brevere Group
✨Showcase Your Financial Knowledge
Make sure to highlight your understanding of financial planning, particularly in pensions, investments, and tax solutions. Be prepared to discuss specific examples from your past experience that demonstrate your expertise in these areas.
✨Demonstrate Client-Centric Approach
Since the role emphasizes a client-centric approach, be ready to share instances where you provided exceptional service to clients or colleagues. This will show that you align with the company's values and are committed to delivering first-class service.
✨Highlight Your Organizational Skills
The job requires a well-organized individual. Discuss how you manage your workload and prioritize tasks effectively. You might want to provide examples of how you've successfully handled multiple responsibilities in previous roles.
✨Prepare for Technical Questions
Given the technical nature of the role, expect questions related to financial products and processes. Brush up on your knowledge of financial planning tools and software, as being highly IT literate is crucial for this position.
