At a Glance
- Tasks: Manage client portfolios and support financial planners with reports and meetings.
- Company: Dynamic financial services firm focused on client success and professional growth.
- Benefits: Structured career development, training support, and a collaborative work environment.
- Other info: Great opportunity for personal and professional development in a supportive team.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Experience in financial services administration and a willingness to pursue relevant qualifications.
The predicted salary is between 30000 - 40000 € per year.
Working on a portfolio of clients within the Financial Planning Team. Assisting with the preparation of reports and research preparing for meetings and supporting the financial planner with clients. Post meeting, liaising with clients/providers to submit/process various types of new business. Recommending improvements to clients’ records, systems and practices and assist as and when needed. Organising and supporting every client as effectively and efficiently as possible to the Group’s standards and to ensure effective completion before review by Financial Planner.
Ideally you will already have or be willing to study towards the relevant qualification in Financial Planning. Essentially you will be working for an IFA office or financial institution and have at least two years Financial Services administration experience. The qualification covers the financial services market and regulatory context, investment principles, key product areas and technical/advisory skills. The training consists of private study and regular exams as well as on the job training, building not only on your technical skills but also on your personal and professional development.
This is an excellent opportunity to develop your career within a company offering support and a structured career development plan and would suit those already working in the environment looking for a career to become a Financial Planner or remain in the Financial Planning Administrator position and deepen their Financial Services knowledge.
Financial Services Administration Manager in Norfolk employer: Alan Boswell Group
Join a dynamic team where your contributions directly impact our clients' financial success. We pride ourselves on fostering a collaborative work culture that prioritises professional growth, offering structured career development plans and ongoing training opportunities. Located in a vibrant area, our firm not only supports your journey towards becoming a qualified Financial Planner but also values your role in enhancing our clients' experiences.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administration Manager in Norfolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a new role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and how they operate within the financial planning space. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on showcasing your experience in financial services administration and how it aligns with the job description.
✨Tip Number 4
Don't forget to follow up after interviews! A quick thank-you email can leave a lasting impression and keep you top of mind for the hiring team. Plus, it shows your enthusiasm for the position!
We think you need these skills to ace Financial Services Administration Manager in Norfolk
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Financial Services Administration Manager. Highlight your experience in financial planning and administration, and don’t forget to mention any relevant qualifications or training you’re pursuing.
Showcase Your Skills:In your cover letter, emphasise your organisational skills and ability to support clients effectively. We want to see how you can contribute to our team and help maintain our high standards.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and avoid jargon unless it’s relevant to the role. We appreciate a well-structured application that gets straight to the point!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role as quickly as possible!
How to prepare for a job interview at Alan Boswell Group
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services and planning. Familiarise yourself with key concepts, regulatory contexts, and investment principles. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Prepare for Client Scenarios
Think about how you would handle various client situations. Be ready to discuss how you would support a financial planner during meetings or how you would liaise with clients post-meeting. Having specific examples in mind can really set you apart.
✨Showcase Your Organisational Skills
Since the role involves managing a portfolio of clients, be prepared to talk about your organisational strategies. Share examples of how you've effectively managed multiple tasks or projects in the past, ensuring everything runs smoothly and efficiently.
✨Express Your Willingness to Learn
If you’re not already qualified, make it clear that you’re eager to study towards the relevant qualifications. Discuss any previous training or professional development you've undertaken, and express your enthusiasm for continuing to grow within the financial services sector.
