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- Tasks: Support financial advisers and paraplanners with administrative tasks and client meetings.
- Company: Join a successful wealth management practice focused on high-net-worth clients.
- Benefits: Opportunities for career development and study for industry exams.
- Why this job: Be part of a vibrant team in a forward-thinking firm that values innovation.
- Qualifications: Experience in Financial Services and proficiency in Microsoft Office required.
- Other info: Enjoy a proactive role with a focus on client relationships and support.
The predicted salary is between 28800 - 43200 £ per year.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service Arranging meetings with clients on behalf of the Financial Planners if required Sending confirmation of appointment emails/letters if required Prepare for meetings by pulling together all mandatory documentation To deal with incoming phone calls or taking messages for colleagues To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers. To ensure clients are offered a review meeting at least once a year as per our procedures. Collating & updating client personal fact find information. The candidate: Good working knowledge of Microsoft Office & Outlook Relevant experience within Financial Services This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to imp…
Financial Planning Administrator employer: Brevere Group
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the specific financial planning tools and software commonly used in the industry. This knowledge will not only help you stand out during the interview but also demonstrate your proactive approach to learning and adapting.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in wealth management. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the role.
✨Tip Number 3
Prepare to discuss your experience with client interactions and administrative support. Think of specific examples where you successfully managed client relationships or streamlined processes, as these will be key points of interest for the hiring team.
✨Tip Number 4
Show your enthusiasm for continuous learning by mentioning any relevant courses or certifications you are pursuing or plan to pursue. This aligns well with the company's focus on career development and studying for industry exams.
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, such as providing administrative support and liaising with clients and advisers.
Tailor Your CV: Customize your CV to highlight relevant experience in financial services and your proficiency with Microsoft Office and Outlook. Use specific examples that demonstrate your ability to support a financial planning team effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your proactive approach and how your skills align with the duties outlined in the job description, such as arranging meetings and managing client communications.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in a financial planning role.
How to prepare for a job interview at Brevere Group
✨Show Your Proactive Nature
In your interview, emphasize your proactive approach to administrative tasks. Share examples of how you've taken the initiative in previous roles to support financial advisers or enhance team efficiency.
✨Demonstrate Your Communication Skills
Since the role involves liaising with various stakeholders, be prepared to discuss your communication style. Highlight experiences where you effectively managed client relationships or collaborated with colleagues to achieve common goals.
✨Familiarize Yourself with Financial Services
Make sure you have a solid understanding of the financial services industry. Be ready to discuss relevant regulations, processes, and your experience with financial planning tools or software that could benefit the team.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about situations where you had to manage multiple tasks or resolve conflicts, and be ready to explain your thought process and outcomes.
