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- Tasks: Join our team as a Financial Planning Administrator, supporting clients and managing queries.
- Company: We're a top-notch financial advice provider, dedicated to client-first holistic planning.
- Benefits: Enjoy a salary up to £30,000, flexible hybrid work, and comprehensive benefits.
- Why this job: Grow your career in a supportive environment with opportunities for professional qualifications.
- Qualifications: 1+ years in financial services admin, strong communication, and time management skills required.
- Other info: Ideal for problem-solvers passionate about client service and financial planning.
The predicted salary is between 24000 - 30000 £ per year.
A leading provider of independent financial advice, our client is committed to delivering holistic financial planning that puts clients first. The company prides itself on its core values:
- Be the best we can be
- Do the right thing
- Free to be different
With a strong focus on professional growth, employees are encouraged to develop at their own pace, with opportunities for career progression across the business. Support is also available for those wishing to achieve industry-recognised qualifications, such as the Diploma in Financial Planning.
We are seeking an experienced Financial Planning Administrator to join the Client Support team. This role is ideal for someone with a strong work ethic, natural problem-solving abilities, and a passion for delivering excellent client service.
Key Responsibilities:
- Preparing annual review packs
- Processing new business applications and withdrawals
- Handling client and planner queries
- Answering phone calls and providing general administrative support
About You
The ideal candidate will have:
- At least 1 years’ experience in a financial services administration role
- Excellent verbal and written communication skills
- Strong time management skills, with the ability to meet deadlines
- Knowledge of Intelligent Office (preferred but not essential)
- Experience with Abrdn Wrap and Quilter platform (desirable)
What’s on Offer?
- Competitive salary up to £30,000 (depending on experience)
- Comprehensive company benefits, including a company pension and group life assurance
- Clear career progression opportunities within the business
- Support towards professional qualifications, such as the Diploma in Financial Planning
- Flexible Hybrid working
This is an excellent opportunity to join a company that values its employees and provides a supportive environment to grow and thrive.
If you are an experienced administrator with a passion for financial services and client care, we would love to hear from you!
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the specific products and services offered by our company. Understanding the nuances of financial planning will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities within our company.
✨Tip Number 3
Demonstrate your problem-solving skills by preparing examples from your previous roles where you successfully resolved client issues or improved processes. This will showcase your ability to thrive in a client-focused environment.
✨Tip Number 4
Research our company's core values and think about how your personal values align with them. Be ready to discuss this alignment in your interview, as cultural fit is important to us.
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 services administration. Emphasise your problem-solving skills and any specific software knowledge, such as Intelligent Office or Abrdn Wrap.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your alignment with the company's core values. Mention how your work ethic and experience make you a great fit for the Financial Planning Administrator role.
Highlight Relevant Experience: In your application, clearly outline your previous roles and responsibilities that relate to the key tasks of this position, such as preparing review packs and handling client queries.
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 services.
How to prepare for a job interview at mbf
✨Showcase Your Experience
Make sure to highlight your previous experience in financial services administration. Be prepared to discuss specific tasks you've handled, such as preparing review packs or processing applications, as this will demonstrate your capability for the role.
✨Communicate Clearly
Since excellent verbal and written communication skills are essential, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so being concise and clear will impress the interviewers.
✨Demonstrate Problem-Solving Skills
Prepare examples of how you've tackled challenges in previous roles. This could involve resolving client queries or managing tight deadlines. Showing your problem-solving abilities will align with the company's values of doing the right thing.
✨Research the Company
Familiarise yourself with the company's core values and their approach to financial planning. Being able to discuss how your personal values align with theirs will show that you're a good cultural fit and genuinely interested in the position.
