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- Tasks: Support Financial Planners with client meetings, data management, and new business processing.
- Company: Join a growing regional IFA dedicated to providing top-notch financial planning services.
- Benefits: Enjoy flexible benefits and full support for Financial Planning exams.
- Why this job: Be part of a dynamic team that values initiative and teamwork in a rewarding environment.
- Qualifications: Experience in supporting Financial Advisors and familiarity with industry platforms is essential.
- Other info: Contact Chris Johnston at (07860) 939 925 or email info@johnstongreer.co.uk to apply.
The predicted salary is between 28800 - 43200 £ per year.
IFA Administrator required by this regional IFA that provides financial planning to clients across investments, taxation, and pensions. Connected to a professional practice, the IFA arm continues to grow and now seeks an additional team member to support the Financial Planners.
As the IFA Administrator, you will deal with the preparation for client meetings and follow up of action points, new business processing, platform trades, and other servicing, valuations, record-keeping, and data management plus liaison with clients and providers.
You will be experienced in supporting Financial Advisors including exposure to the industry platforms and back-office tools. You will have excellent team working skills while also capable of operating on your initiative taking responsibility for your full remit.
The firm offers an excellent range of core and flexible benefits plus full support through the Financial Planning exams for those that wish to pursue.
If you are interested in this position, please call Chris Johnston on (07860) 939 925 or click the apply button below. You can also email your details to info@johnstongreer.co.uk.
Financial Planning Administrator - Aberdeen employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Aberdeen
✨Tip Number 1
Familiarise yourself with the key financial planning platforms and back-office tools commonly used in the industry. This knowledge will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work as IFA Administrators. Engaging in conversations can provide you with insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience in client liaison and how you've successfully managed follow-ups and action points in previous roles. Being able to share specific examples will make you stand out during interviews.
✨Tip Number 4
Show your enthusiasm for continuous learning, especially regarding financial planning exams. Highlighting your commitment to professional development can set you apart from other candidates.
We think you need these skills to ace Financial Planning Administrator - Aberdeen
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Financial Planning Administrator position. Tailor your application to highlight relevant experience in supporting Financial Advisors and familiarity with industry platforms.
Highlight Relevant Experience: In your CV and cover letter, emphasise your previous experience in financial administration, particularly any roles where you dealt with client meetings, new business processing, or data management. Use specific examples to demonstrate your skills.
Showcase Teamwork and Initiative: Since the role requires excellent teamwork skills and the ability to operate independently, provide examples in your application that showcase both your collaborative experiences and instances where you took initiative in your previous roles.
Proofread Your Application: Before submitting your application, make sure to proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in a financial planning role.
How to prepare for a job interview at JohnstonGreer Ltd
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning concepts, especially around investments, taxation, and pensions. Being able to discuss these topics confidently will show that you understand the industry and can support Financial Planners effectively.
✨Familiarise Yourself with Industry Tools
Make sure you're comfortable with the platforms and back-office tools commonly used in the financial services sector. If you have experience with specific software, be ready to discuss how you've used it in previous roles.
✨Demonstrate Teamwork and Initiative
Prepare examples that showcase your ability to work well in a team while also taking initiative when needed. The role requires balancing collaboration with independent responsibility, so highlight experiences where you've successfully done both.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask during the interview. This could include inquiries about the firm's growth plans, the team dynamics, or opportunities for professional development, such as support for Financial Planning exams.
