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For Companies At a Glance
- Tasks: Support Wealth Managers with admin tasks and client queries in a dynamic team environment.
- Company: Join a respected Wealth Management firm known for its client-focused approach.
- Benefits: Enjoy a collaborative culture, professional growth opportunities, and a chance to make an impact.
- Why this job: Be part of a team that values accuracy and proactive attitudes while helping clients achieve their financial goals.
- Qualifications: 2+ years in finance, proficiency in Microsoft Office, and experience with Intelligent Office preferred.
- Other info: This role requires flexibility and excellent communication skills to thrive under pressure.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a well regarded Financial Planning practice based in Leighton Buzzard who are looking to recruit a Senior Financial Planning Assistant.
They are a client focused Wealth Management company. They pride themselves in offering holistic advice to a wide range of clients including; private clients, corporate clients, sports professionals and media clients.
They are looking to recruit an experienced Senior Financial Planning Assistant to join their Client Servicing team.
The successful candidate will provide full administrative support and assistance to at least one allocated Wealth Manager. Also work as part of a team to make sure that all Wealth Managers and their clients are provided with an excellent level of service.
Key responsibilities / accountabilities:
• Processing of pension, investment, protection and sometimes mortgage business.
• Preparation of valuations and compliance paperwork required for client reviews.
• Dealing with client queries.
• Performing fund switches.
• Updating of our client database (Intelligent Office).
• Working as part of a team and assisting other team members where necessary.
• Preparation of documentation.
• Production of illustrations and cost comparisons.
Skills
• Proficient at using Outlook, Microsoft Word and Excel.
• Industry experience (2 years minimum).
• Experience of using Intelligent Office (or similar) and ideally WRAP platforms.
• Accuracy, attention to detail and a \’can do’ attitude.
• Proactive and flexible attitude.
• The ability to use own initiative.
• Excellent communication skills.
• The ability to work under pressure.
• Time management skills.
Senior Financial Planning Assistant - Leighton Buzzard employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Assistant - Leighton Buzzard
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in or around Leighton Buzzard. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with Intelligent Office and other WRAP platforms. Consider taking a short course or watching tutorials online to boost your confidence and demonstrate your commitment to mastering the tools used in the role.
✨Tip Number 3
Prepare for the interview by researching common client queries and challenges faced in financial planning. This will help you showcase your problem-solving skills and understanding of the industry during discussions with the hiring team.
✨Tip Number 4
Highlight your experience in providing administrative support within a financial context. Be ready to discuss specific examples of how you've contributed to team success and improved client service in your previous roles.
We think you need these skills to ace Senior Financial Planning Assistant - Leighton Buzzard
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and administration. Emphasise your proficiency with tools like Intelligent Office and your ability to handle client queries effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific skills such as attention to detail and communication abilities, and explain how they make you a great fit for the Senior Financial Planning Assistant position.
Highlight Relevant Experience: In your application, focus on your previous roles that involved processing financial documents, preparing valuations, or collaborating with team members. Use specific examples to demonstrate your capabilities.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be dealing with, such as pensions, investments, and protection plans. Being able to discuss these confidently will show your expertise and readiness for the role.
✨Demonstrate Team Collaboration
Since the role involves working closely with Wealth Managers and other team members, be prepared to share examples of how you've successfully collaborated in previous roles. Highlight your ability to support others and contribute to a positive team environment.
✨Showcase Your Attention to Detail
Given the nature of the job, accuracy is crucial. Be ready to discuss how you ensure precision in your work, whether it's through double-checking documents or using specific tools to maintain high standards.
✨Prepare for Client Interaction Scenarios
You may be asked how you would handle client queries or difficult situations. Think of examples from your past experience where you provided excellent customer service or resolved issues effectively, as this will demonstrate your communication skills and client focus.
