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- Tasks: Join a dynamic team supporting financial advisers and clients with essential administrative tasks.
- Company: Be part of a leading wealth management company known for its excellence in client service.
- Benefits: Enjoy a competitive salary up to £28,000 pa plus benefits and flexible in-office work options.
- Why this job: Gain valuable experience in finance while working in a fast-paced, supportive environment.
- Qualifications: Experience in administration is preferred; strong communication skills and proficiency in Microsoft Office are essential.
- Other info: This is a fixed-term contract for 12 months, with opportunities for professional development.
The predicted salary is between 22400 - 28000 £ per year.
Location: Nuneaton (Operate a rota for in-office days, so candidates should be comfortable with being in up to 5 days per week some weeks)
Salary: to £28,000 pa + benefits
My client is an established and leading wealth management company and they now have an opportunity for an experienced administrator to join their team. As a Financial Planning Administrator, you will be part of a fast-paced team who provide administration support working closely with advisers and clients to ensure a smooth process from start to finish.
Day to day duties include:
- Gathering data, producing review packs, processing new business, dealing with letters of authority, updating client files and liaising with a variety of different providers.
Role Responsibilities:
- File preparation for new and existing client reviews including valuation reports
- Overseeing and processing new business applications, withdrawals, drawdown and fund switches
- To ensure that files remain compliant at all times
- To maintain and update client records on our back-office system (Intelligent Office)
- To gather sufficient information on existing plans/arrangements to enable adviser to review our client’s needs
- To ensure that all necessary plan information, forms and illustrations (where applicable) are available
- To structure letters to providers and clients
- Arrange client meetings and manage diaries
- General client servicing (e.g. Chasing LOA’s, address changes, liaising with product providers and third parties etc)
- To answer telephone calls and other general administrative duties such as filing/scanning/post
- Meet and greet clients for face-to-face appointments
- Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules
Knowledge, Skills and Experience:
- Experience providing administrative support, ideally to advisers within a wealth management organisation
- Proficient with Microsoft Excel, Word and Outlook
- Demonstrable pensions and investment product knowledge (preferred but not essential)
- Excellent communication skills both verbal and written
- Prioritise and plan own workload, with an ability to effectively manage own time and achieve strict time scales
- Working towards the CII Level 4 qualification desirable but not essential
- A knowledge of Intelligent Office desirable but essential
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Financial Planning Administrator employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial planning process and the specific duties of a Financial Planning Administrator. Understanding the day-to-day tasks, such as file preparation and client servicing, will help you speak confidently about your relevant experience during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join online forums to connect with current Financial Planning Administrators. This can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your knowledge of Intelligent Office and other back-office systems commonly used in financial services. Being able to demonstrate familiarity with these tools can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle specific scenarios related to client interactions and administrative tasks. Showing that you can manage your time effectively and prioritise tasks will be crucial.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administrative support, particularly within wealth management. Emphasise your proficiency with Microsoft Excel, Word, and Outlook, as well as any knowledge of Intelligent Office.
Craft a Strong Cover Letter: Write a cover letter that showcases your communication skills and explains why you're a great fit for the Financial Planning Administrator role. Mention specific duties from the job description that you have experience with, such as processing new business applications or managing client records.
Highlight Relevant Skills: In your application, clearly outline your organisational skills and ability to manage time effectively. Provide examples of how you've prioritised tasks in previous roles, especially in fast-paced environments.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role.
How to prepare for a job interview at North Oak Recruitment
✨Showcase Your Administrative Skills
Be prepared to discuss your previous experience in administrative roles, especially within wealth management. Highlight specific tasks you've handled, such as file preparation and client servicing, to demonstrate your capability in this fast-paced environment.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office, make sure to mention it during the interview. If not, take some time to research the software and understand its functionalities, as this knowledge could set you apart from other candidates.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with clients and providers, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated in past roles, whether through written correspondence or face-to-face interactions.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be ready to discuss your understanding of regulatory requirements and how you've ensured adherence in previous positions. This will show your potential employer that you take compliance seriously.
