Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients and manage diaries while preparing insightful reports.
- Company: A lifestyle financial planning firm dedicated to client satisfaction.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Three years of experience in financial planning and strong organisational skills.
- Other info: Ideal for those passionate about delivering high-quality client service.
The predicted salary is between 36000 - 60000 £ per year.
A lifestyle financial planning firm in the United Kingdom is seeking a Senior Financial Planning Administrator to support an Associate Director and their clients. The role involves managing diaries, preparing reports, and ensuring excellent client communication.
Candidates should have at least three years of experience in a similar role, ideally with knowledge of Intelliflo or a similar tool. This position requires exceptional organisational skills and a client-focused approach, delivering high-quality service to ensure client satisfaction.
Senior Financial Planning Coordinator in London employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Coordinator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. Think about how your experience aligns with the role of a Senior Financial Planning Coordinator and be ready to showcase your organisational skills and client-focused approach.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the position. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to showcase your skills and experience directly to hiring managers. Plus, it’s a great way to stay updated on new openings!
We think you need these skills to ace Senior Financial Planning Coordinator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and administration. We want to see how your skills align with the role, so don’t be shy about showcasing your knowledge of tools like Intelliflo!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Financial Planning Coordinator role. Share specific examples of how you've delivered excellent client service in the past.
Show Off Your Organisational Skills: Since this role requires exceptional organisational skills, make sure to mention any relevant experiences that demonstrate your ability to manage diaries and prepare reports efficiently. We love a well-organised application!
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 from our team!
How to prepare for a job interview at Attivo Group
✨Know Your Financial Tools
Make sure you brush up on your knowledge of Intelliflo or any similar financial planning tools. Be ready to discuss how you've used these tools in your previous roles and how they can enhance client communication and reporting.
✨Showcase Your Organisational Skills
Prepare examples that highlight your exceptional organisational skills. Think about times when you successfully managed multiple tasks or projects, especially in a fast-paced environment, and be ready to share those stories during the interview.
✨Client Communication is Key
Since this role focuses heavily on client interaction, be prepared to demonstrate your client-focused approach. Share specific instances where you went above and beyond to ensure client satisfaction, and how you handled any challenges that arose.
✨Research the Company Culture
Take some time to understand the lifestyle financial planning firm's values and culture. This will help you tailor your responses to align with their ethos and show that you're genuinely interested in being part of their team.
