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- Tasks: Support Financial Advisers with client reviews and administrative tasks.
- Company: Join a reputable Financial Planning firm dedicated to bespoke client services.
- Benefits: Enjoy training support, career progression, and a collaborative work environment.
- Why this job: Gain valuable experience in finance while making a real impact on clients' lives.
- Qualifications: Some financial services experience preferred; training provided for the right candidate.
- Other info: Work permit required for non-passport holders; apply now!
The predicted salary is between 28800 - 43200 £ per year.
Salary – £25,000 – £30,000
Location – Sudbury
We are proudly assisting a Financial Planning firm recruit for an Administrator to join their team. Our client strives to provide a fair, professional and bespoke service in an increasingly commoditised world.
The Role:
Direct support for one or more Financial Adviser and collaboration with other colleagues to process new and existing business, while also providing full administrative support in accordance with Somerville Financial Services\’ administrative processes. This can include, but is not limited to Client Reviews, processing of new business, preparation of Compliance/Provider documentation, Fund Switches, obtaining fund values from Providers, answering client queries etc.
Some basic office tasks undertaken such as opening the post and scanning to the relevant colleagues will also be required.
Responsibilities:
• Deal with queries from clients and other parties through effective communication.
• To answer the telephone and to take information and notes in this regard, ensuring that messages are passed to the appropriate individuals promptly if unable to assist the caller with their query.
• Record client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client’s file in line with company policy.
• Ensure that all files worked on are compliant in accordance with their Financial Services Compliance manual and administration procedures, and adhere to internal and external compliance procedures in all aspects of work.
• Liaise with product providers and other third parties.
• Obtain information, valuations, quotes, illustrations and product details for analysis.
• Perform Fund Switches
• Assist the Financial Advisers with the regular Client Reviews
• Opening Post, scanning.
• Report any breaches or complaints in the first instance to the Line Manager.
• To comply with the principles of Treating Customers Fairly in all aspects of the role of Administrator
Have you got:
• Some Financial Services Experience – Ideally specific experience in providing Administration support for an IFA.
• Financial Planning qualifications would be good, but not essential.
• The Company will cover the cost of exams/training for individuals to complete their exams – internal progression available and encouraged.
If this role interests you, please apply.
Financial Planning Administrator employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Financial Planning Administrator. Understanding the key responsibilities and compliance requirements will help you speak confidently about your fit for the position during any interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local events or join online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals for the job at StudySmarter.
✨Tip Number 3
Prepare to discuss your experience with client communication and administrative tasks. Be ready to share specific examples of how you've effectively handled client queries or supported financial advisers in previous roles.
✨Tip Number 4
Research the company culture and values of the financial planning firm you're applying to. Tailoring your conversation to align with their ethos during interviews can demonstrate your genuine interest and commitment to their mission.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any administrative support roles you've held. Emphasise skills that align with the responsibilities listed in the job description, such as client communication and compliance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to handle client queries and support financial advisers effectively.
Highlight Compliance Knowledge: Since the role involves adhering to compliance procedures, mention any relevant training or experience you have in this area. This could include familiarity with financial services compliance manuals or previous roles where compliance was crucial.
Proofread Your Application: Before submitting, carefully proofread your application materials. Look for any spelling or grammatical errors, and ensure that all information is clear and professional. A polished application reflects your attention to detail, which is vital in this role.
How to prepare for a job interview at Blakemore Recruitment
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Financial Planning Administrator. Familiarise yourself with tasks like client communication, compliance procedures, and administrative support to demonstrate your knowledge during the interview.
✨Showcase Relevant Experience
If you have any experience in financial services or administration, be ready to discuss it. Highlight specific examples where you've successfully supported financial advisers or handled client queries, as this will show your suitability for the role.
✨Prepare Questions
Prepare thoughtful questions to ask the interviewer about the company culture, team dynamics, and opportunities for progression. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Demonstrate Communication Skills
Since effective communication is key in this role, practice articulating your thoughts clearly and confidently. Be prepared to provide examples of how you've effectively communicated with clients or colleagues in past roles.
