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- Tasks: Support financial planning by managing client paperwork and queries in a dynamic team.
- Company: Join Burgh Recruitment, a family-run practice under St. James's Place Wealth Management.
- Benefits: Enjoy flexible hours, competitive salary, and a supportive work environment.
- Why this job: Be part of a close-knit team that values client relationships and personal growth.
- Qualifications: Strong admin skills, IT proficiency, and excellent communication are essential.
- Other info: Diversity is celebrated; all backgrounds are encouraged to apply.
The predicted salary is between 18800 - 25200 £ per year.
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This range is provided by Burgh Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Burgh Recruitment
Burgh Recruitment run a recruitment portal for St.James\’s Place Partners – helping them find Support Staff .
Salary: £22,000 to £30,000 per annum, depending on experience*
Contact: Permanent
Hours: Full or Part Time (*Salary will be on a pro rata basis for Part Time candidates)
The opportunity:
An exciting new opportunity has arisen for a Financial Planning Administrator to join a family run practice of Andrew David Associates, an Appointed Representative of St. James’s Place Wealth Management Plc.
Andrew David Associates delivers a highly tactile relationship with its clients and needs someone who can work within our small and dedicated team to help enhance their proposition experience even further. Someone who can evidence ‘extra mile’ client experience will be essential.
Our practice is located in The Market House, Cornmarket, in the beautiful Town of Wimborne, and is situated close to the Wimborne Minster.
Being a family business, we pride ourselves on treating & respecting our clients as if they were part of the family.
The role – Financial Planning Administrator
You will provide efficient administrative support within our practice in Wimborne, in respect of the business generated, and the servicing of existing clients. You will produce all the relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations, and valuations, as well as processing all new business documentation in accordance with the agreed service and quality standards. You will be required to handle queries from clients, third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.
The person – Financial Planning Administrator
You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, have excellent IT skills and be a strong communicator.
As you will have contact with clients, it is essential that you are professional and confident in dealing with clients and third parties, have excellent communication skills, and can work with total discretion.
Ideally, you have been working within an IFA or Wealth Management environment or Financial Services industry experience, or you may have transferable skills from a similar professional environment.
How to apply – Please apply via the Burgh Recruitment website, who will be in contact with you in due course.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green \’apply to this job\’ at the bottom of the application page.
Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
All information you send to us will be kept in line with current data protection requirements. Andrew David Associates is committed to equality and values diversity in our team. We welcome and encourage applications from people of all backgrounds.
We reserve the right to close this job vacancy prior to the advertised closing date, if we feel we have found a suitable candidate. We look forward to receiving your application.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £188.6bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Administrative and Finance
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Financial Planning Administrator employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment 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 role of a Financial Planning Administrator. Understanding the specific tasks and responsibilities will help you speak confidently about your fit for the position during any interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local finance-related events or join online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Demonstrate your administrative skills by preparing examples of how you've successfully managed tasks under pressure. Be ready to discuss these experiences in detail, as they will showcase your ability to thrive in a fast-paced environment.
✨Tip Number 4
Research Andrew David Associates and their approach to client relationships. Tailoring your conversation to reflect their values and demonstrating how you can contribute to their family-oriented culture will make you stand out as a candidate.
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 planning or administrative roles. Emphasise skills such as attention to detail, communication, and IT proficiency, which are crucial for the Financial Planning Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that demonstrate your ability to provide exceptional client service and your understanding of the financial services industry.
Highlight Relevant Skills: In your application, clearly outline your administrative skills and any experience you have in the financial services sector. Use examples to illustrate how you've successfully handled client queries or managed documentation in previous roles.
Follow Application Instructions: When applying through the Burgh Recruitment website, ensure you follow all instructions carefully. Tick the Privacy Policy box and confirm your application submission to avoid any issues with your application being processed.
How to prepare for a job interview at Burgh Recruitment
✨Showcase Your Administrative Skills
As a Financial Planning Administrator, you'll need to demonstrate exceptional administrative skills. Be prepared to discuss your previous experiences where you successfully managed multiple tasks under pressure while maintaining accuracy.
✨Communicate Confidently
Since you'll be dealing with clients and third parties, it's crucial to exhibit strong communication skills. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've handled client interactions in the past.
✨Highlight Your IT Proficiency
Excellent IT skills are essential for this role. Familiarise yourself with common financial software and tools, and be ready to discuss how you've used technology to improve efficiency in your previous roles.
✨Demonstrate Client-Centric Mindset
The role requires someone who can go the extra mile for clients. Prepare to share specific examples of how you've enhanced client experiences in your past positions, showcasing your commitment to providing exceptional service.
