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- Tasks: Support financial planners and paraplanners with administrative tasks and client interactions.
- Company: Reputable wealth management firm in Edinburgh with a focus on employee development.
- Benefits: Competitive salary, excellent benefits, hybrid working, and study support for career growth.
- Why this job: Join a dynamic team and gain valuable experience in financial planning while advancing your career.
- Qualifications: Over two years of administrative experience in a financial planning environment.
- Other info: Opportunities to progress to paraplanner or team leader roles.
The predicted salary is between 30000 - 40000 £ per year.
An opportunity has arisen for an administrator to join our highly regarded wealth management client based in Edinburgh. The ideal candidate will possess over three years administrative experience within a financial planning team. You will be provided with excellent training, full study support and there is an opportunity to progress and become a paraplanner, chartered financial planner and/or team leader for those who want it.
In addition to administrative tasks, role holders can also be involved in client meetings, analytics and other more technical aspects of financial planning to aid their development. In addition to benefits such as pension and healthcare, employees enjoy a generous market leading annual bonus.
Working closely with the financial planners and paraplanners, duties and responsibilities will include:
- Assisting in the timely delivery of the advice proposition to the broad client base;
- Supporting the paraplanning team and the financial planners with their day-to-day administrative requirements;
- Updating the back-office system;
- Dealing with client enquiries in a swift and timely manner, liaising with the team and product providers where necessary;
- Preparing client packs ahead of initial and annual review meetings;
- Preparing client letters including Letters of Authority;
- Completing fund switches;
- Improving and developing processes and enhancing the client experience.
The person:
- Over two years administrative experience within a financial planning team;
- Well organised with an excellent attention to detail;
- Experience of working as part of a team;
- Possess a ‘can-do’ attitude;
- Friendly with an outgoing personality;
- Good verbal and written communication skills;
- Ability to adapt to change;
- Have a good working knowledge of Microsoft Office;
- An understanding of a financial adviser back-office system is desirable.
Please apply below or contact Scott Caldwell for further information.
Aspire is an equal opportunity company. We celebrate diversity and are committed to working with companies who share our values and create an inclusive environment for all employees.
Financial Planning Administrator in Old Town employer: ASPIRE SEARCH CONSULTANTS LLP
Contact Detail:
ASPIRE SEARCH CONSULTANTS LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Old Town
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and think about how your skills can contribute to their success. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your experience in financial administration and how it aligns with the role of a Financial Planning Administrator.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge. Plus, we love seeing familiar faces from our community!
We think you need these skills to ace Financial Planning Administrator in Old Town
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your administrative experience in financial planning and any relevant skills that match the job description. 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 experience aligns with our needs. Keep it friendly and professional, just like us at StudySmarter.
Show Off Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at ASPIRE SEARCH CONSULTANTS LLP
✨Know Your Financial Stuff
Brush up on your financial planning knowledge before the interview. Understand the basics of wealth management, client interactions, and the role of an administrator in a financial planning team. This will show that you're not just ticking boxes but genuinely interested in the field.
✨Showcase Your Organisational Skills
Since the role requires excellent organisational skills, prepare examples from your past experience where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritise work and ensure timely delivery, as this is crucial for supporting financial planners.
✨Demonstrate Your Team Spirit
This position involves working closely with a team, so be prepared to talk about your experiences in collaborative environments. Share specific instances where you contributed to team success or helped resolve conflicts, highlighting your friendly and outgoing personality.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the training and study support they offer, or how they envision the growth path towards becoming a paraplanner or chartered financial planner. This shows your ambition and eagerness to develop within the company.