Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist in client management and financial planning tasks, ensuring compliance and exceptional service.
- Company: Join a respected discretionary wealth manager known for its commitment to client success.
- Benefits: Enjoy a hybrid work environment with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team that values collaboration and client satisfaction in financial planning.
- Qualifications: No specific experience required; just bring your enthusiasm and willingness to learn!
- Other info: This role is perfect for those looking to kickstart their career in finance.
The predicted salary is between 36000 - 60000 £ per year.
Hybrid IFA Administration Client managment Fram and a working with a respected discretionary wealth manager, who is currently seeking a Financial Planning Administrator. In this pivotal role, you will work closely with Advisers, Paraplanners, and the Head of Planning to ensure compliance standards are met and exceptional client service is provided. As a key team member, responsibilities will involve assisting in preparing recommendations, producing suitability reports, consumer duty obligations, and efficiently managing client records. Key Responsibilities: Assistant in the administration of client profiles and financial planning products and services through Onboarding new client’s data and documents Obtain information, quotes, illustrations and produce details to provide comparisons for analysis Providing clients and/or their advisers with information and report about their portfolios along with other financial planning products and services. Working closely with the financial planner you will discuss the client’s objectives, identifying and obtain the necessary information to compile the financial report Assistant with general client enquires ad-hoc request, processing client applicants and contributions Record client related communication, written oral or electronic including the client related communication with third parties.  …
Financial Planning Administrator employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the financial planning process and the specific services offered by discretionary wealth managers. Understanding these concepts will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work in administration roles. This can provide you with insights into the day-to-day responsibilities and expectations of a Financial Planning Administrator.
✨Tip Number 3
Stay updated on compliance standards and regulations relevant to financial planning. Demonstrating your knowledge in this area can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your experience with client management systems and how you've effectively handled client records in the past. Highlighting your organizational skills will be crucial for this role.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Financial Planning Administrator position. Understand the key responsibilities and required skills, so you can tailor your application to highlight your relevant experience.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial planning, client management, or administration. Use specific examples that demonstrate your ability to assist in preparing recommendations and managing client records.
Showcase Your Skills: Make sure to showcase skills that are crucial for this role, such as attention to detail, communication skills, and proficiency in financial software. Mention any relevant qualifications or certifications that could strengthen your application.
Craft a Compelling Cover Letter: Write a personalized cover letter that explains why you are interested in the position and how your background aligns with the company's goals. Be sure to mention your enthusiasm for providing exceptional client service and working closely with advisers and paraplanners.
How to prepare for a job interview at Fram Search
✨Understand the Role
Make sure you have a clear understanding of the responsibilities of a Financial Planning Administrator. Familiarize yourself with client management, compliance standards, and the importance of producing suitability reports.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, be prepared to demonstrate your communication skills. Share examples of how you've effectively communicated with clients or team members in the past.
✨Prepare for Technical Questions
Expect questions related to financial planning products and services. Brush up on your knowledge of onboarding processes, obtaining quotes, and managing client records to show your expertise.
✨Highlight Team Collaboration
This position requires working closely with Advisers and Paraplanners. Be ready to discuss your experience in teamwork and how you can contribute to a collaborative environment.
