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- 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 Norwich employer: Alan Boswell Group
Contact Detail:
Alan Boswell Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administration Manager in Norwich
✨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 lookout for opportunities. You never know who might have a lead or be able to refer you to a hiring manager.
✨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 responses and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your soft skills! As a Financial Services Administration Manager, you'll need to communicate effectively with clients and colleagues. Role-play common scenarios with a friend to boost your confidence and refine your approach.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge over other candidates. Plus, we love seeing familiar faces!
We think you need these skills to ace Financial Services Administration Manager in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Financial Services administration experience and any relevant qualifications you have or are pursuing. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for the role. We love seeing enthusiasm and a personal touch!
Showcase Your Skills: In your application, be sure to mention specific skills that align with the role, like report preparation and client liaison. We’re looking for someone who can support our Financial Planning Team effectively, so let us know how you can contribute!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
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 potential client scenarios you might encounter in the role. Be ready to discuss how you would handle various situations, from liaising with clients to recommending improvements. This shows your problem-solving skills and understanding of client needs.
✨Showcase Your Organisational Skills
Since the role involves supporting clients efficiently, be prepared to talk about your organisational strategies. Share examples of how you've managed multiple tasks or projects in the past, and how you ensure everything runs smoothly before review by a financial planner.
✨Express Your Willingness to Learn
If you’re still working towards your qualification in Financial Planning, make sure to highlight this during the interview. Discuss your commitment to continuous learning and how you plan to develop your skills further. This demonstrates your dedication to the field and aligns with the company’s focus on career development.