At a Glance
- Tasks: Support Financial Planners with essential admin tasks and client management.
- Company: Growing Financial Planning business in Plymouth with a supportive culture.
- Benefits: Private medical insurance, life assurance, group income protection, and flexible work options.
- Other info: Dynamic role with potential to progress into leadership or paraplanning.
- Why this job: Kickstart your career in finance with opportunities for growth and development.
- Qualifications: Experience in financial services or accountancy; tech-savvy and detail-oriented.
The predicted salary is between 25000 - 32000 € per year.
You have experience doing financial services admin, or maybe you've worked in an accountancy firm. This is an early careers role with prospects as we're a growing Financial Planning business with a growing client base in Plymouth. You will support our Financial Planners with administrative needs. You might be happy doing this role, or you might have ambitions in 2 years to become a Team Leader, or a Paraplanner. We have a track record of supporting people from this position into their career paths.
Accountabilities
- This position ensures planners can focus on client relationships and strategic advice by managing the administrative tasks that underpin high‑quality financial planning. The role organises into two distinct objectives:
Client Administration
- Ensure all client reviews have a corresponding suitability report and are sent to the client. Any reviews which are viewed as outstanding will need to be chased and escalated when required.
- Process new business, applications, and provider paperwork accurately and on time.
- Reconcile all client fees monthly and ensure timely payment to Financial Planners by collaborating with Finance and the Financial Planner.
- Maintain our CRM (Client Centre) and ensure data is up to date and compliant.
- All client files should be regularly maintained and updated.
- Assist Financial Planners with the scheduling of annual reviews and preparation for meetings.
- Assist Financial Planners managing and building their client banks, ensuring all clients are correctly segmented, client data is kept up to date with any changes, and a good level of service is consistently provided to the client.
- Maintain strong relationships with both the Financial Planners and their clients.
- Ensuring that all post‑meeting requirements are actioned promptly within agreed SLA’s.
Skills and Experience
- Tech savvy, able to work on cloud based systems, has used AI to support finding answers.
- High attention to detail and accuracy.
- Confident written and verbal skills, confident to communicate directly with clients on customer service queries.
- A desire to excel at what you do.
- An interest in financial products (e.g. pensions, ISAs, investments).
- A self learner who wants to read about industry articles and later take up supported study for exams to progress in their career.
- Prior experience in a financial planning, wealth/asset management or similar firm would get you reviewed quickly.
- Experience in financial services or accountancy is desirable.
Benefits
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Financial Planning Administrator in Plymouth employer: atomos wealth
Join our dynamic Financial Planning business in Plymouth, where we prioritise employee growth and development. With a supportive work culture that encourages career progression from Financial Planning Administrator to roles like Team Leader or Paraplanner, we offer a range of benefits including Private Medical Insurance and a Work From Anywhere policy. Our agile environment ensures that your work remains engaging and fulfilling, making us an excellent employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Plymouth
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work in roles similar to the Financial Planning Administrator. Use LinkedIn to connect and engage with them; you never know who might have a lead on a job or can give you insider tips.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client relationships and financial planning. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! Since you'll be dealing with clients and Financial Planners, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to build confidence and get feedback.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. So, go ahead and submit your application today!
We think you need these skills to ace Financial Planning Administrator in Plymouth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights any relevant experience in financial services admin or accountancy. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Tell us why you're excited about the Financial Planning Administrator role and how you can support our Financial Planners. Keep it personal and engaging – we love a bit of personality!
Show Off Your Tech Skills:Since we’re all about being tech-savvy, mention any cloud-based systems or AI tools you've used. If you’ve got experience with CRM systems, definitely include that too – it’ll make you stand out!
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’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at atomos wealth
✨Know Your Financial Stuff
Brush up on your knowledge of financial products like pensions, ISAs, and investments. Being able to discuss these topics confidently will show that you're genuinely interested in the field and ready to support the Financial Planners effectively.
✨Show Off Your Tech Skills
Since this role requires being tech-savvy, make sure you’re familiar with cloud-based systems and any relevant software. If you've used AI tools to find answers or streamline processes, be ready to share those experiences during the interview.
✨Demonstrate Attention to Detail
Highlight your ability to manage administrative tasks with precision. Bring examples of how you've maintained accurate records or reconciled accounts in previous roles. This will reassure them that you can handle the meticulous nature of client administration.
✨Express Your Career Ambitions
Let them know about your aspirations, whether it's becoming a Team Leader or a Paraplanner. Showing that you have a desire to grow within the company will resonate well, especially since they have a track record of supporting career progression.
