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- Tasks: Support financial advisers with administrative tasks and client management.
- Company: Dynamic financial planning firm in Gomshall, focused on growth and support.
- Benefits: Comprehensive training, career progression, and a competitive benefits package.
- Why this job: Kickstart your career in financial services while making a real impact for clients.
- Qualifications: Experience in administration or a keen interest in starting a financial services career.
- Other info: Join a fast-paced team with opportunities for personal and professional development.
The predicted salary is between 28800 - 43200 £ per year.
We are currently recruiting for a Financial Planning firm based in Alton who are looking to recruit a Financial Planning Administrator in their Gomshall office. An excellent opportunity has arisen for a financial planning administrator to work in a growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisers, liaise with providers and third parties.
You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service. So, if you are an experienced administrator or someone who is looking to start a career in financial services this could be the role for you! You will be assigned your own bank of clients while working closely with the advisers. This is a complex role and requires someone with excellent attention to detail and accuracy is key! They have internal procedures and service level agreements (SLAs) that must be adhered to. While they will be part of the admin team the successful candidate will be required to work independently and under their own steam.
As a company they will provide full training, ongoing support and a chance to progress your career in financial services. They like to invest in their employees and they also offer a comprehensive benefit package.
Duties would include:
- Provide financial advisers with full administrative support
- Preparing client packs for annual reviews and ad-hoc meetings
- Arranging internal fund reviews
- Preparing recommendation reports, including any applications and additional documentation
- Process new and existing business
- Types of business include General Investment Accounts, ISAs, Bonds, Trusts, SIPPs
- Dealing with providers such as Transact, Standard Life, Aviva, Canada Life and more
- Liaise with other professionals such as accountants, solicitors and product providers
- Updating advisers and clients regularly to meet expectations
- Update and maintain Adviser office & IO
- Maintain client files and keeping them compliant
- Dealing with client queries – income, withdrawals, change of details, requests for information
- Build relationships with the clients, respond to all queries
- Processing and managing letters of authorities
- Processing death claims and probate
- Providing support to the advisers and ensuring that they have everything required for their appointments
- Reporting to the Administration Manager
Other basic skills required:
- Time management
- Organisation and prioritisation
- Attention to detail
- Experience working in an administrative capacity
- Excellent verbal communication skills – telephone and written word
- Confident using all programmes such as Word, Excel and Outlook
Financial Planning Administrator - Gomshall in Guildford employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Gomshall in Guildford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they focus on providing high levels of service. Practise common interview questions and think about how your experience aligns with their needs. Confidence is key!
✨Tip Number 3
Show off your skills! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss your attention to detail and organisational skills. Share examples of how you've successfully managed client queries or administrative tasks.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let's get you that Financial Planning Administrator role!
We think you need these skills to ace Financial Planning Administrator - Gomshall in Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in administration and any relevant skills that match the job description. We want to see how you can support our financial advisers!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in this role and how your background makes you a great fit. Don’t forget to mention your attention to detail and organisational skills, as they’re key for this position.
Showcase Relevant Experience: If you've worked with financial products or in a similar administrative role before, make sure to showcase that experience. We love seeing candidates who understand the complexities of financial services and can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Stuff
Brush up on your knowledge of financial products like ISAs, Bonds, and SIPPs. Being able to discuss these confidently will show that you understand the role and can support the advisers effectively.
✨Show Off Your Admin Skills
Prepare examples of how you've successfully managed administrative tasks in the past. Highlight your attention to detail and organisation skills, as these are crucial for the role.
✨Practice Your Communication
Since you'll be liaising with clients and providers, practice clear and concise communication. You might even want to role-play common scenarios to feel more comfortable during the interview.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s internal procedures and how they support their employees. This shows your interest in the role and helps you gauge if it’s the right fit for you.
