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For Companies At a Glance
- Tasks: Provide top-notch admin support to financial advisers and ensure smooth processing of client cases.
- Company: Join a successful and established financial planning firm in Cheadle, Cheshire.
- Benefits: Enjoy competitive pay, supportive team environment, and opportunities for professional growth.
- Other info: Fast-paced role with plenty of opportunities to learn and develop your career.
- Why this job: Be part of a dynamic team making a real difference in clients' financial journeys.
- Qualifications: Strong admin skills and a passion for finance are essential.
The predicted salary is between 30000 - 40000 £ per year.
Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Role overview
- To provide an effective and efficient administration service to the Advisers and Head Office as required.
- To assist Paraplanners and Advisers with the processing of cases.
- To ensure the completion of all New Business cases in a timely and efficient manner.
- To provide relevant MI data when requested to the Management Team.
Administrative Duties
- Complete all general correspondence as required ensuring that the Advisers and clients are provided with an effective and efficient service.
- Produce client summaries as requested for new and existing clients within specified deadlines.
- Preparing Client Review Packs.
- Advise product providers of changes of agency and sending and chasing Letters of Authority to providers.
- To complete Policy Summary Sheets once information required is received to ensure all information required has been received for the Paraplanner/Adviser to continue with the case.
- Deal with clients in relation to queries on their policies/investments, ensuring that any necessary changes are completed by the product provider.
- Answer the telephone in a polite and professional manner.
- Liaise effectively with clients, product providers, paraplanners and advisers.
- Provide any general information as requested by clients, Advisers or the Management Team.
- Assist other administrators as required/requested by your Manager to assist with the effective running of Head Office.
- Undertake all general filing/scanning/shredding as pertaining to advisers and Management as required.
- General typing of correspondence.
- Any other administrative duties deemed appropriate for the role by your Manager.
New Business Administrative Duties
- Ensure that all new business is input to Back Office system accurately, including commission expectations and Adviser Fees to ensure payments are matched.
- Complete all compliance administration associated with new business.
- Ensure new business submitted to the relevant providers is fully completed and compliant.
- Monitor new business progress and chase outstanding documentation.
- Accurately check and issue Policy documents where appropriate.
- Any other New Business administrative duties deemed appropriate for the role by your Manager to ensure the timely and efficient completion of New Business.
Skills and attributes
Excellent standard of written communication.
Financial Planning Administrator employer: Bond Recruitment Ltd
Contact Detail:
Bond Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry. We all know that sometimes it’s not just what you know, but who you know. Attend local events or join online forums to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to shine! Understand their values and how they operate, so you can tailor your answers to show you’re the perfect fit for their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. We can’t stress enough how important it is to be comfortable talking about your experience and skills. The more you practice, the more confident you’ll feel when it’s time for the real deal.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in leaving a positive impression. We recommend mentioning something specific from your conversation to remind them of your great chat.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight relevant experience and skills that match the job description, like your admin skills and ability to handle client queries efficiently.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific examples of how you've provided excellent service in previous roles, just like we do at StudySmarter.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We want to see that you can produce accurate client summaries and policy documents without a hitch!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Bond Recruitment Ltd
✨Know Your Financial Stuff
Brush up on your financial planning knowledge before the interview. Understand the basics of new business processes, compliance, and client management. This will help you answer questions confidently and show that you're serious about the role.
✨Showcase Your Admin Skills
Be ready to discuss your previous administrative experience. Highlight specific tools or software you've used, especially any back-office systems. Mention how you’ve managed deadlines and ensured accuracy in your work, as these are key for the Financial Planning Administrator role.
✨Prepare for Client Interaction Scenarios
Think about how you would handle client queries or issues. Prepare examples from your past where you’ve dealt with clients professionally and efficiently. This will demonstrate your communication skills and ability to provide excellent service.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Ask about the team dynamics, the tools they use for administration, or how success is measured in the role. This shows your interest in the position and helps you gauge if it’s the right fit for you.