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- Tasks: Support financial planners with post-sale administration and complex casework.
- Company: Join a leading Wealth Management firm known for its excellent reputation.
- Benefits: Enjoy hybrid working, 25 days annual leave, and the option to buy extra holiday.
- Why this job: Be part of a forward-thinking team that values mentorship and client service.
- Qualifications: Minimum 2 years in Financial Planning; strong communication skills required.
- Other info: Opportunity to progress towards Level 4 Diploma and mentor junior team members.
The predicted salary is between 24000 - 28000 £ per year.
Leading Wealth Management Firm
£30,000 - £35,000 + Benefits + Hybrid Working
Are you an experienced Financial Planning Administrator with a passion for complex casework and high-quality client service? We’re working in partnership with a highly respected, forward-thinking Wealth Management firm that is looking to expand its support team with the addition of a Financial Planning Assistant. This is a fantastic opportunity for an experienced Financial Services professional to join a business that is a leading company in the Hertfordshire area. You'll play a pivotal role in supporting financial planners and paraplanners in delivering top-tier advice and service to clients.
The Role:
- Managing and processing all post-sale administration
- Involvement in complex cases including Defined Benefit transfers, IHT planning, and pension administration
- Post-sale administration and client onboarding
- Gathering documentation for LOAs and illustrations
- Organising and preparing for client meetings and compiling compliance paperwork
- New Business administration
- Maintaining client files via IO
- Supporting paraplanners with administrative tasks and assisting in basic report writing
- Acting as a key liaison with clients and providers, including complaint handling where required
- Mentoring junior team members of the team
Role Requirements:
Essential:
- Minimum 2 years' experience in a Financial Planning / Wealth Management firm
- Working knowledge of platforms and a back office system
- Experience processing new business and managing pipeline cases
- Excellent written and verbal communication skills.
Desirable:
- Experience supporting DB Pension Transfer and IHT cases.
- Progression towards Level 4 Diploma (CII or equivalent)
Why Join?
- Join a well-established firm with an excellent reputation
- Opportunities to mentor others
- Hybrid working and flexibility offered
- Option to buy additional holiday, plus 25 days of annual leave allocated to you
If you’re an experienced financial planning administrator ready to step into a more technical, specialist role, we want to hear from you. Apply now or contact us directly for a confidential discussion.
Financial Planning Assistant employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Network with professionals in the financial planning and wealth management sectors. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Familiarise yourself with the specific software and back-office systems commonly used in financial planning. Highlighting your proficiency in these tools during conversations can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience with complex casework, particularly in areas like Defined Benefit transfers and IHT planning. Be ready to share specific examples of how you've successfully managed similar tasks in previous roles.
✨Tip Number 4
Showcase your communication skills by engaging in mock interviews or discussions with peers. Being able to articulate your thoughts clearly and confidently will be crucial when liaising with clients and providers in this role.
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and administration. Focus on your skills in managing complex cases, client service, and any specific platforms or back office systems you've used.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention your experience with Defined Benefit transfers and IHT planning, as well as your ability to support paraplanners and manage post-sale administration.
Highlight Communication Skills: Since excellent written and verbal communication skills are essential for this role, provide examples in your application that demonstrate how you've effectively communicated with clients and colleagues in previous positions.
Showcase Mentoring Experience: If you have experience mentoring junior team members, be sure to include this in your application. Highlight how you've supported others in their development and contributed to a positive team environment.
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss Defined Benefit transfers, IHT planning, and pension administration, as these are key areas for the position.
✨Showcase Your Communication Skills
Since excellent written and verbal communication skills are essential, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so being able to communicate effectively is crucial.
✨Demonstrate Your Experience
Be ready to share specific examples from your previous roles that highlight your experience in financial planning and administration. Discuss how you've managed post-sale administration and supported paraplanners in the past.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions 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.
