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For Companies At a Glance
- Tasks: Support the team with client portfolio management and data processing on investment platforms.
- Company: Join a highly respected Wealth Management firm known for integrity and sound advice.
- Benefits: Enjoy a great benefits package, including a 5% matching pension.
- Why this job: Be part of a growing team in a reputable firm that values your contributions.
- Qualifications: Previous experience in financial planning administration is essential.
- Other info: Contact Iain Cahoon for a confidential chat about this exciting opportunity.
The predicted salary is between 36000 - 60000 £ per year.
My client is one of the most highly respected Wealth Management firms in Northern Ireland, enjoying a great reputation for integrity and for delivering sound advice. They have experienced a tremendous, sustained period of growth over the last 6 years, and as a result of additions to their Advisor team now wish to appoint a further Financial Planning Administrator.
You will be responsible for supporting the team with client portfolio management and the processing of data on investment platforms. Responsibilities include:
- Manage client databases on the back-office system, Intelligent Office (IO).
- Liaise and deal with investment and insurance companies.
- Office administration generally including the use of Excel, analysis, updating database and file scanning.
Previous experience in an administration support role in Financial Planning is required, along with knowledge and practical use of back-office administration systems including Intelligent Office or similar.
The benefits package is really great and includes: ~5% matching pension.
If you meet the criteria and would be interested in having a confidential chat about this opportunity, please call Iain Cahoon on 07798 844546 or apply now by uploading your CV via this Job Board.
Contact Detail:
MLR Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Consultant/Financial Planning & Analysis
✨Tip Number 1
Familiarise yourself with Intelligent Office (IO) or similar back-office systems. If you can demonstrate your knowledge and practical experience with these tools during your conversations, it will show that you're ready to hit the ground running.
✨Tip Number 2
Brush up on your Excel skills, especially in data analysis and management. Being able to showcase your proficiency in Excel can set you apart, as it's a crucial tool for the role.
✨Tip Number 3
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with people who might provide insights or even refer you to opportunities within their firms.
✨Tip Number 4
Prepare to discuss your previous experience in financial planning administration. Be ready to share specific examples of how you've supported teams and managed client databases, as this will highlight your suitability for the role.
We think you need these skills to ace Financial Consultant/Financial Planning & Analysis
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning administration. Emphasise any previous roles where you managed client databases or used back-office systems like Intelligent Office.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your passion for supporting financial advisors. Mention specific skills that align with the job description, such as Excel proficiency and data analysis.
Highlight Relevant Experience: In your application, clearly outline your previous experience in administration support roles within financial planning. Use specific examples to demonstrate your ability to manage client portfolios and liaise with investment companies.
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 roles.
How to prepare for a job interview at MLR Careers
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning concepts and terminology. Be prepared to discuss how you can support the team in managing client portfolios and processing data effectively.
✨Familiarise Yourself with Intelligent Office
Since the role involves using Intelligent Office or similar back-office systems, make sure you understand its functionalities. If possible, practice navigating the system to demonstrate your competence during the interview.
✨Highlight Relevant Experience
Be ready to share specific examples from your previous administration support roles in financial planning. Discuss how your experience aligns with the responsibilities of the Financial Planning Administrator position.
✨Prepare Questions for the Interviewer
Show your interest in the firm by preparing thoughtful questions about their growth, team dynamics, and the tools they use. This not only demonstrates your enthusiasm but also helps you assess if the company is the right fit for you.
