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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: Good knowledge of Microsoft Office and relevant experience in Financial Services required.
- Other info: Proactive role with a focus on providing excellent client service.
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 company culture.
✨Tip Number 3
Prepare to discuss your experience with client interactions and administrative support in detail. Be ready to share specific examples of how you've effectively managed client relationships and supported financial advisers in previous roles.
✨Tip Number 4
Research the company’s values and recent achievements in the wealth management space. Tailoring your conversation to align with their mission and demonstrating your enthusiasm for contributing to their success can make a strong impression.
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 financial services and administrative support. Emphasize your proficiency with Microsoft Office and any experience you have with client interactions.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your ability to manage appointments and support financial advisers.
Showcase Your Proactivity: Demonstrate your proactive approach in previous roles. Provide examples of how you've effectively supported teams or improved processes, which is crucial for this position.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is essential in the financial services industry.
How to prepare for a job interview at Brevere Group
✨Show Your Financial Knowledge
Make sure to brush up on your understanding of financial planning concepts and terminology. Being able to discuss relevant topics confidently will demonstrate your expertise and commitment to the role.
✨Highlight Your Administrative Skills
Prepare examples of how you've successfully managed administrative tasks in previous roles. Discuss your experience with scheduling, documentation, and communication, as these are key aspects of the Financial Planning Administrator position.
✨Demonstrate Proactivity
Be ready to share instances where you took initiative in your past roles. This could include streamlining processes or improving client interactions, which aligns with the proactive support expected in this role.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
