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- Tasks: Support advisers with admin tasks and client management in a dynamic wealth management firm.
- Company: Join a renowned wealth management firm based in Wakefield, known for its expertise in client advice.
- Benefits: Enjoy hybrid working, a competitive salary, pension contributions, and health cash plan.
- Why this job: Great opportunity to grow your career in finance while studying for your R0 exams.
- Qualifications: Experience in financial advice administration is preferred; ambition to study towards a Diploma (CII) is essential.
- Other info: Applications reviewed within 24 hours; visit our website for more opportunities.
The predicted salary is between 23400 - 30000 £ per year.
The Company: Operating nationally, this is a renowned wealth management firm based in Wakefield who are looking to add an experienced Financial Planning Administrator to their adviser support team. With vast experience across both private and corporate client advice, this is an excellent career opportunity to study towards your R0 exams and ultimately progress into paraplanning; with the longer-term aim of advising also pushed/promoted.
Location: Wakefield
Hybrid Working: Yes - After probation. 50:50 split
Package: £27-30k base DOE + bonus and full company benefits
Key Benefits: 5% pension, 4xDIS and Westfield Health Cashplan
Holidays: 21-days + stats
Bonus: Discretionary - Paid annually
The Role: Reporting into the Ops Manager, this role will sit within the firm’s Admin Support team and work closely alongside advisers to provide HNW private clients with pertinent advice. Duties include:
- Providing nominated advisers with general administration support
- Processing and monitoring of new business applications in accordance with procedures
- Inputting adviser fee information onto CMS
- Creating and managing client records
- Keeping the client database information up to date
- Scanning Relevant Documentation into Client Management System
- Completing forms when required
- Communicating with clients and providers
- Dealing with Letters of Authority
- Ensure that client, policy and adviser fee information details are kept up to date on CMS
- Project Work - Such as OEIC to ISA/Annual Valuations
The Person: You will hold admin support experience processing new business across investments and pensions advice, ideally within an IFA environment. This role will suit someone with:
- The ability to deal with all aspects of financial advice administration inclusive of pensions, investments, protection and wider tax planning etc
- Experience with the Intelligent Office/IO client management system (not essential) and platforms such as Aegon, Aviva and Quilter
- Ambitions to study towards their Diploma (CII) and push into paraplanning work
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk
Financial Planning Administrator employer: CB3 Associates Ltd
Contact Detail:
CB3 Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the Intelligent Office/IO client management system, as this will give you a competitive edge. Even if you haven't used it before, understanding its functionalities can help you stand out during discussions.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work in or have connections to the Wakefield area. Attend industry events or join relevant online forums to make valuable contacts that could lead to referrals.
✨Tip Number 3
Stay updated on current trends and regulations in financial planning and investment. This knowledge will not only prepare you for interviews but also demonstrate your commitment to the field and your potential as a candidate.
✨Tip Number 4
Prepare thoughtful questions about the role and the company culture to ask during your interview. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
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 administration, particularly in processing new business applications and working with investments and pensions. Use specific examples to demonstrate your skills.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in the Financial Planning Administrator role. Mention your ambitions to study towards the Diploma (CII) and how you can contribute to the adviser support team.
Highlight Relevant Skills: In your application, emphasise your ability to manage client records, communicate effectively with clients and providers, and your familiarity with client management systems like Intelligent Office, even if it's not essential.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in financial planning.
How to prepare for a job interview at CB3 Associates Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Familiarise yourself with pensions, investments, and protection plans, as well as any specific platforms mentioned in the job description.
✨Demonstrate Your Admin Skills
Be prepared to discuss your previous experience in administration, particularly in a financial context. Highlight your ability to process new business applications and manage client records efficiently.
✨Show Your Ambition
Express your desire to study towards your Diploma (CII) and your long-term goal of moving into paraplanning. This shows that you are committed to your professional development and growth within the company.
✨Prepare Questions for the Interviewer
Have a few thoughtful questions ready to ask the interviewer about the company culture, team dynamics, and opportunities for progression. This demonstrates your interest in the role and helps you assess if it's the right fit for you.
