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- Tasks: Join us as a Financial Planning Administrator, handling client services and administrative duties.
- Company: Be part of a dynamic investment management firm in the heart of London.
- Benefits: Enjoy a hybrid work model with at least three days in the office each week.
- Why this job: This role offers a chance to grow in a supportive team while making a real impact.
- Qualifications: Ideal candidates have experience in investor services and strong communication skills.
- Other info: Due to high application volumes, only successful candidates will be contacted.
The predicted salary is between 36000 - 60000 £ per year.
Our City of London-based investment management client is seeking a Financial Planning Administrator. This role is offered on a hybrid working arrangement – minimum of three days in the office each week.
Roles & Responsibilities
- Processing new business
- Servicing clients
- Managing TPA/TA/counterparty activities
- Undertaking all administrative duties e.g., opening and distributing post
- Monitoring receipt of stock and cash and associated reconciliations
- Maintaining client records
- Processing client money transactions
Experience & Qualifications
- Experience of working in investor/client services/IFA administration in a fund management, wealth management or customer/adviser facing role
- Team player with a positive, results orientated approach.
- Excellent communication skills
- Strong organisational skills
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.
Meredith Brown Associates Ltd | Financial Planning Administrator employer: Meredith Brown Associates Ltd
Contact Detail:
Meredith Brown Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Meredith Brown Associates Ltd | Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the specific processes and regulations related to financial planning and client servicing. Understanding the nuances of TPA/TA activities will give you an edge in discussions during the interview.
✨Tip Number 2
Highlight your experience in managing client records and transactions. Be prepared to discuss specific examples where your organizational skills made a significant impact on client satisfaction or operational efficiency.
✨Tip Number 3
Demonstrate your team player mentality by sharing experiences where collaboration led to successful outcomes. This role values a positive, results-oriented approach, so showcasing your ability to work well with others is crucial.
✨Tip Number 4
Prepare to discuss your communication skills in detail. Think of instances where effective communication helped resolve issues or improved client relationships, as this will resonate well with the hiring team.
We think you need these skills to ace Meredith Brown Associates Ltd | Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investor/client services or IFA administration. Emphasize any roles in fund management or wealth management to align with the job requirements.
Craft a Strong Cover Letter: Write a cover letter that showcases your communication skills and positive, results-oriented approach. Mention specific examples of how you've successfully managed client relationships or administrative tasks in previous roles.
Highlight Organizational Skills: In your application, emphasize your strong organizational skills. Provide examples of how you have effectively managed multiple tasks or projects simultaneously, especially in a client-facing environment.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. A well-presented application reflects your attention to detail, which is crucial for a Financial Planning Administrator role.
How to prepare for a job interview at Meredith Brown Associates Ltd
✨Show Your Client Service Experience
Make sure to highlight your previous experience in investor or client services. Be ready to discuss specific examples where you successfully managed client relationships or resolved issues.
✨Demonstrate Strong Organizational Skills
Prepare to talk about how you prioritize tasks and manage your time effectively. You might want to share a situation where your organizational skills led to a successful outcome.
✨Communicate Clearly and Confidently
Since excellent communication skills are crucial for this role, practice articulating your thoughts clearly. Consider doing mock interviews to build your confidence.
✨Emphasize Teamwork and Positivity
This role requires a team player attitude. Be prepared to discuss how you collaborate with others and maintain a positive approach, even in challenging situations.
