At a Glance
- Tasks: Assist clients with queries, prepare meeting packs, and process financial applications.
- Company: Join a dynamic financial planning firm focused on client success.
- Benefits: Competitive salary, study support for qualifications, and opportunities for career progression.
- Other info: Enjoy a supportive team environment with a focus on professional growth.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial administration and understanding of the advice process is essential.
The predicted salary is between 31500 - 38500 £ per year.
Key responsibilities
- Client servicing and communication: Answer calls and emails, deal with client queries, and record all client communications on IO in line with firm policy. Prepare meeting packs ahead of client appointments, book review meetings, and proactively chase clients for outstanding information. Issue policy documents and correspondence to clients.
- New and existing business processing: Submit new business applications online and on paper in line with firm procedures, and process transfers and fund switches. Liaise with product providers and other third parties and track cases through to completion.
- Documentation gathering: Process letters of authority and obtain plan and fund values, illustrations, KFDs/KIIDs, ceding-scheme information and product details for analysis. Produce illustrations and comparison quotations to defined inputs.
- Records and compliance: Maintain accurate client records and documentation on Intelliflo and file in chronological order. Ensure all files worked on are compliant with the firm's procedures and with FCA and Consumer Duty expectations, and report any breach or complaint promptly.
- Ongoing servicing: Update portfolios and valuations for annual reviews, prepare review packs, and maintain the servicing diary and next-review dates.
Qualifications and background
- Essential: Proven administrative experience within a financial planning or IFA firm, and a working understanding of the advice process and adviser workflow.
- Desirable and typical: CII Level 3 Award in Financial Administration (FA1 Life office administration, FA2 Pensions administration) or the Certificate in Financial Services. There is no mandatory qualification for the role, but study support toward CII or CISI exams is normal and progression is encouraged.
Knowledge: Treating Customers Fairly and Consumer Duty in day-to-day work, KYC and AML basics, and the firm's compliance procedures.
Skills and attributes: Accuracy and strong attention to detail. Organisation: able to prioritise and plan own workload and meet service levels. Able to work within defined business processes and achieve agreed outcomes without close supervision. Clear written and verbal communication, and confidence dealing with clients by phone, email and portal. Team working and a professional, client-first manner.
Systems: Intelliflo (iO) back office; Microsoft Word, Excel and Outlook; provider portals and e-signature tools. Exposure to illustration and comparison tools.
Financial Planning Administrator employer: Bond Recruitment
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StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Bond Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Bond Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Bond Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Bond Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Bond Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Bond Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Bond Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
