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- Tasks: Manage client reviews, handle disinvestments, and ensure smooth case management.
- Company: Join a leading SJP practice specialising in personalised wealth management.
- Benefits: Enjoy excellent benefits, progression opportunities, and a supportive team environment.
- Why this job: Be part of a dynamic team focused on exceptional client service and strong relationships.
- Qualifications: 3+ years experience in financial administration within the SJP framework required.
- Other info: Great opportunity for growth in a well-established IFA firm near Harrow.
The predicted salary is between 34000 - 45000 £ per year.
Excellent Benefits & Progression
Near Harrow, Northwest London
My client, a leading SJP practice specialising in personalised wealth management, is seeking an experienced Financial Administrator with at least 3 years’ experience. This well-established IFA firm provides comprehensive services, including investment planning, retirement planning, and financial advice tailored to clients’ unique goals. They focus on building strong, long-term relationships and delivering exceptional service supported by paraplanning, administrative, and compliance resources.
In this role, you’ll join a dynamic team, providing outstanding support to clients with portfolios ranging from modest investments to multi-million-pound assets. Your key responsibilities will include managing client reviews from start to finish, communicating directly with clients, handling disinvestments, and ensuring smooth case management. You will also be involved in client acquisition, retention, and ensuring compliance with consumer duty standards, all while managing a high level of activity and a large client base.
To succeed in this role, you should have solid experience working within the SJP framework, a strong background in administration and paraplanning, and excellent client servicing skills.
If you’re looking for a new challenge with excellent growth potential, my client would love to hear from you!
Please contact Jo at Financial Divisions to discuss this role in more detail.
Practice Manager (SJP Weal Crawford Dean Wealth Management), near Harrow, £34,000 - £45,000 (DOE) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager (SJP Weal Crawford Dean Wealth Management), near Harrow, £34,000 - £45,000 (DOE)
✨Tip Number 1
Familiarise yourself with the SJP framework and its specific practices. Understanding their approach to wealth management will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with current or former employees of the firm. They can provide valuable insights into the company culture and expectations, which can be a great advantage during your discussions.
✨Tip Number 3
Prepare to discuss your experience in client management and how you've successfully handled complex cases in the past. Be ready to share specific examples that highlight your skills in administration and paraplanning.
✨Tip Number 4
Showcase your understanding of compliance and consumer duty standards. Being knowledgeable about these regulations will set you apart as a candidate who is not only skilled but also responsible and trustworthy.
We think you need these skills to ace Practice Manager (SJP Weal Crawford Dean Wealth Management), near Harrow, £34,000 - £45,000 (DOE)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial administration and paraplanning, particularly within the SJP framework. Use specific examples to demonstrate your skills in client servicing and case management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the company's values. Mention how your background aligns with their focus on building long-term client relationships.
Highlight Relevant Experience: In your application, emphasise your experience managing client reviews and handling disinvestments. Provide details about your previous roles that relate directly to the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Know the Company Inside Out
Before your interview, make sure to research the SJP practice thoroughly. Understand their values, services, and client approach. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Highlight Relevant Experience
Since the role requires at least 3 years of experience, be prepared to discuss your previous roles in detail. Focus on your experience with financial administration, paraplanning, and client servicing, and how these skills can benefit the team.
✨Demonstrate Client Relationship Skills
Given the emphasis on building long-term relationships, be ready to share examples of how you've successfully managed client relationships in the past. Discuss specific strategies you used to enhance client satisfaction and retention.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about the company's culture, growth opportunities, and expectations for the role. This shows that you're not just interested in the job, but also in how you can contribute to their success.
