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- Tasks: Support financial advisers with post-sale administration and client management.
- Company: Join a respected Financial Planning practice near Berkhamsted.
- Benefits: Gain valuable experience in finance with potential for career growth.
- Why this job: Be part of a dynamic team focused on delivering top-notch financial advice.
- Qualifications: 2 years in financial planning, GCSE English & Maths (C or above) required.
- Other info: Opportunity to work towards Level 4 industry-recognised exams.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a highly regarded Financial Planning practice who are based local to Berkhamsted. They are currently looking for a Senior Administrator to join their team. This role will include Complex NB Administration, including DB, IHT, Pension Transfer.
Job Overview
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily manage and process all aspects of post-sale administration to ensure cases are chased through pipeline as quickly as possible.
Responsibilities and Duties
- Post-sale administration completed, adding clients’ information to intelligent office database, creating new, and updating Wealth Report
- Prepare and gather information CETVs, Illustrations, LOAs and Policy information checklists for complex cases
- New Business and Review Case administration, submission of applications to providers, online application and complete manual application forms, ensure case is in force as soon as possible
- Prepare and maintain client files, including meeting compliance standards
- Assist paraplanner with administration where required
- Occasional basic report writing, to include Bed & ISA, Fund Switches, Reviews, Withdrawals etc
- Client liaison and complaint handling
- Assist with general administration duties when colleagues are absent
- Mentor colleagues to develop specialist administration skills
Qualifications
Essential:
- Minimum of 2 years’ experience working in a Financial Planning Advisers environment
- GCSE English & Math’s (C or above)
- Understand the financial planning process, including MIFID & GDPR
- Experience dealing with platform providers Prudential, Aegon Arc, OMW, Fidelity, Elevate ( NB Applications, sell downs, phasing, withdrawals)
- A working knowledge of intelligent office, avello office or a similar back office system
- Proficient in processing new business applications and managing pipeline cases
- Excellent written and communication skills
- Problem solving, finding solutions to complex issues
- Analytical and ability to interpret data
- Meticulous attention to detail
- Happy to work independently and as part of a team
- Ability to prioritise and plan own workload
- Customer Focus, Client liaison and Complaint handling
Desired:
- Exposure to DB Pensions and Pension Transfer administration
- Working towards Industry recognised exams, Level 4 (CII or LIBF)
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Financial Planning Assistant employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Familiarise yourself with the specific financial planning tools and software mentioned in the job description, such as intelligent office and Avello Office. Being able to demonstrate your proficiency in these systems during an interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work in or around Berkhamsted. Attend local finance-related events or join online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Prepare to discuss your experience with complex case administration, particularly in areas like DB pensions and pension transfers. Be ready to share specific examples of how you've successfully managed similar tasks in previous roles.
✨Tip Number 4
Showcase your problem-solving skills by preparing for situational questions during the interview. Think of scenarios where you've had to handle client complaints or complex issues, and be ready to explain your thought process and the outcomes.
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and administration. Emphasise your familiarity with financial processes, platform providers, and any specific software mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and how your skills align with the responsibilities. Mention your experience with post-sale administration and client liaison to demonstrate your suitability for the position.
Highlight Relevant Qualifications: Clearly list your qualifications, especially your GCSEs in English and Maths, and any progress towards Level 4 industry-recognised exams. This will show your commitment to professional development in the financial sector.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning field.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Planning Basics
Make sure you brush up on your understanding of financial planning processes, including MIFID and GDPR. Being able to discuss these topics confidently will show that you are well-prepared and knowledgeable about the industry.
✨Familiarise Yourself with Relevant Software
Since the role requires experience with back-office systems like Intelligent Office, it's a good idea to familiarise yourself with these platforms. If you have prior experience, be ready to discuss specific tasks you've completed using them.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle complex cases. Think of examples from your past experience where you successfully managed client complaints or complicated administrative tasks.
✨Demonstrate Attention to Detail
Given the meticulous nature of the role, be prepared to showcase your attention to detail. You might be asked to explain how you ensure accuracy in your work, so have some examples ready that highlight your organisational skills.
