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- Tasks: Support Financial Planners with admin tasks, ensuring efficiency and compliance.
- Company: Join a respected financial planning firm known for its client-focused approach.
- Benefits: Enjoy flexible hours, hybrid work, competitive salary, and annual reviews.
- Why this job: Be part of a supportive team, making a real impact in clients' financial journeys.
- Qualifications: Experience in finance admin, strong organisational skills, and a customer-first mindset required.
- Other info: Opportunities for career growth in a thriving business.
The predicted salary is between 24000 - 30000 £ per year.
Location: Hybrid (office-based in Loughborough, with flexible working arrangements)
Salary: Up to £30,000 per annum (dependent on experience)
Hours: Flexible working with core hours from 10am-2pm, Monday to Friday
Contract: Full-time, Permanent
I am partnering with a well-regarded financial planning firm to recruit a Financial Planning Administrator. This is a fantastic opportunity for a detail-oriented and proactive individual to join a client-focused, professional team and play an integral role in delivering high-quality financial planning services.
As Financial Planning Administrator, you will provide comprehensive administrative support to a team of Financial Planners and Paraplanners, ensuring all tasks are handled efficiently, accurately, and in compliance with FCA guidelines.
Key Responsibilities- Processing new business applications across pensions, investments, and protection
- Submitting and tracking Letters of Authority (LOAs)
- Obtaining and analysing client policy information from providers
- Updating internal systems to reflect the progress of client cases and business pipelines
- Liaising with product providers to ensure timely processing of applications and requests
- Communicating with clients to gather outstanding information or provide progress updates
- Responding to client and provider queries via phone, email, and post
- Managing daily administrative duties such as scanning, filing, and handling correspondence
- Ensuring all work complies with Treating Customers Fairly (TCF) and Consumer Duty principles
- Previous experience in a similar IFA or wealth management administrative role
- Knowledge of financial products such as pensions, investments, and life assurance
- Strong organisational skills and excellent attention to detail
- Effective communication skills and a customer-first mindset
- Ability to prioritise and manage workload independently
- Competitive salary - up to £30,000 depending on experience
- Flexible working hours to support work-life balance
- Hybrid working - with a preference for office presence to support team operations
- Annual salary review and discretionary performance-related bonus
- 3x death in service cover
- Supportive and collaborative working environment
- Opportunities for career progression within a growing business
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial products mentioned in the job description, such as pensions and investments. This knowledge will not only help you understand the role better but also allow you to engage more confidently during interviews.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with current Financial Planning Administrators. This could provide you with insights into the role and potentially lead to referrals.
✨Tip Number 3
Demonstrate your organisational skills by preparing a mock schedule or workflow for managing client cases. Presenting this during an interview can showcase your proactive approach and ability to handle multiple tasks efficiently.
✨Tip Number 4
Research the company’s values and culture. Understanding their commitment to Treating Customers Fairly (TCF) and Consumer Duty principles will allow you to align your responses in interviews, showing that you are a good fit for their team.
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 planning or administrative roles. Emphasise your knowledge of financial products like pensions and investments, as well as any previous work in IFA or wealth management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your attention to detail and proactive nature. Mention specific examples of how you've successfully managed administrative tasks in the past and how you can contribute to the team.
Highlight Communication Skills: Since effective communication is key for this role, provide examples in your application that demonstrate your ability to liaise with clients and providers. This could include experiences where you resolved queries or provided updates.
Showcase Organisational Skills: In your application, illustrate your strong organisational skills by detailing how you prioritise tasks and manage workloads. Mention any tools or methods you use to stay organised and efficient in your work.
How to prepare for a job interview at mbf
✨Showcase Your Attention to Detail
As a Financial Planning Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your previous roles where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Knowledge of Financial Products
Familiarise yourself with various financial products such as pensions, investments, and life assurance. During the interview, confidently discuss how your knowledge can contribute to the team's success and client satisfaction.
✨Highlight Your Organisational Skills
The role requires strong organisational abilities. Share strategies you use to manage your workload effectively, especially in a fast-paced environment, and provide examples of how you've prioritised tasks in the past.
✨Prepare for Client Interaction Scenarios
Since the position involves communicating with clients, be ready to role-play or discuss how you would handle specific client queries. Emphasise your customer-first mindset and how you ensure clients feel valued and informed.
