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For Companies At a Glance
- 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 a dynamic environment with potential for growth.
- Why this job: Perfect for those passionate about finance and helping clients achieve their goals.
- 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 28800 - 43200 £ per year.
We are currently recruiting for a highly regarded Financial Planning practice based near Berkhamsted. They are seeking a Senior Administrator to join their team. The role involves complex NB administration, including DB, IHT, and Pension Transfer.
Job Overview
Provide financial planning support to advisers, paraplanners, and the practice to ensure clients receive high-quality financial advice. Manage and process all aspects of post-sale administration to ensure cases progress efficiently.
Responsibilities and Duties
- Complete post-sale administration, update client information in the intelligent office database, create new records, and update Wealth Reports.
- Prepare and gather information for complex cases, including CETVs, illustrations, LOAs, and policy checklists.
- Administer new business and review cases, submit applications to providers, and ensure cases are in force promptly.
- Maintain client files in compliance with standards.
- Assist paraplanners with administrative tasks.
- Occasionally write basic reports, including Bed & ISA, fund switches, reviews, and withdrawals.
- Liaise with clients and handle complaints.
- Assist with general administrative duties when colleagues are absent.
Qualifications
- At least 2 years of experience in a Financial Planning Advisers environment.
- GCSE English & Math (C or above).
- Understanding of the financial planning process, including MiFID & GDPR.
- Experience with platform providers such as Prudential, Aegon Arc, OMW, Fidelity, Elevate (applications, sell downs, phasing, withdrawals).
- Knowledge of intelligent office, Avello Office, or similar systems.
- Proficiency in processing new business applications and managing pipelines.
- Excellent communication skills.
- Problem-solving skills and ability to resolve complex issues.
- Analytical skills and data interpretation.
- Attention to detail.
- Ability to work independently and in a team.
- Effective prioritization and planning skills.
- Customer focus, client liaison, and complaint handling experience.
- Experience with DB Pensions and Pension Transfer administration.
- Working towards Level 4 industry-recognized exams (CII or LIBF).
Financial Planning Assistant - Specialist Administration employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant - Specialist Administration
✨Tip Number 1
Familiarise yourself with the specific financial planning software mentioned in the job description, such as intelligent office and Avello Office. Having hands-on experience or even completing online tutorials can give you a significant edge during the interview.
✨Tip Number 2
Brush up on your knowledge of MiFID and GDPR regulations, as these are crucial in the financial planning sector. Being able to discuss how these regulations impact client interactions will demonstrate your understanding of the industry.
✨Tip Number 3
Prepare to discuss your experience with post-sale administration and managing complex cases. Think of specific examples where you successfully handled similar tasks, as this will show your capability to perform the role effectively.
✨Tip Number 4
Network with professionals in the financial planning field, especially those who work with the platforms mentioned like Prudential and Aegon. Engaging with them can provide insights into the role and potentially lead to referrals.
We think you need these skills to ace Financial Planning Assistant - Specialist Administration
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and administration. Emphasise your familiarity with DB pensions, IHT, and pension transfers, as well as any specific software you have used, like intelligent office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial planning process and your problem-solving skills. Mention your experience with client liaison and how you can contribute to the team at Blakemore Recruitment.
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 demonstrate your commitment to the field and your readiness for the role.
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 for the Financial Planning Assistant role.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial planning processes, especially MiFID and GDPR. Be prepared to discuss your experience with platform providers like Prudential and Aegon, as this will demonstrate your familiarity with the industry.
✨Highlight Your Administrative Skills
Since the role involves complex administration tasks, be ready to talk about your previous experience in managing post-sale administration and client files. Mention any specific systems you've used, such as intelligent office or Avello Office, to show you're equipped for the job.
✨Demonstrate Problem-Solving Abilities
Prepare examples of how you've resolved complex issues in past roles. This could involve handling client complaints or navigating tricky administrative challenges. Showing that you can think critically and act decisively will impress the interviewers.
✨Emphasise Communication Skills
Effective communication is key in this role. Be ready to discuss how you've liaised with clients and colleagues in the past. Highlight any experiences where your communication skills helped to improve client satisfaction or streamline processes.
