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- Tasks: Support Financial Advisers and Paraplanners with essential administrative tasks.
- Company: Forward-thinking wealth management practice focused on high-quality client service.
- Benefits: Generous salary, support for industry exams, and hybrid working options.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: Experience in Financial Services administration and strong Microsoft Office skills.
- Other info: Collaborative culture with opportunities for personal development and career progression.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Are you an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients.
We’re seeking a professional, organised, and proactive individual to provide essential support to our team of Financial Advisers and Paraplanners, helping to deliver exceptional client service and efficient business operations.
Responsibilities
- Provide comprehensive administrative and business support to Financial Advisers, working towards shared business goals
- Process new business and client valuations accurately and efficiently
- Maintain and update client records and information systems
- Issue and chase Letters of Authority
- Liaise with clients to obtain financial information and documentation
- Ensure all client documents and queries are processed promptly and accurately
- Deliver exceptional service to clients and colleagues alike
Qualifications
- Experience working in Financial Services administration
- Strong knowledge of Microsoft Office, especially Outlook
- Excellent attention to detail, communication, and organisational skills
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Financial Planning Administrator - Hybrid Working employer: Brevere Group
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Hybrid Working
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out as someone who’s genuinely interested in being part of their team.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to financial planning and client service. We recommend doing mock interviews with friends or family to build your confidence.
✨Tip Number 4
Don’t forget to follow up after your interviews! A simple thank-you email can go a long way in showing your appreciation and keeping you top of mind for the hiring team. And remember, apply through our website for the best chance!
We think you need these skills to ace Financial Planning Administrator - Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your proactive mindset aligns with our team's goals. Keep it professional but let your personality come through!
Showcase Your Skills: Don’t forget to mention your strong knowledge of Microsoft Office and your attention to detail. We’re looking for someone organised and efficient, so give us examples of how you've demonstrated these skills in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the details about our company culture and values there!
How to prepare for a job interview at Brevere Group
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and the specific duties of a Financial Planning Administrator. Be ready to discuss how your experience aligns with the responsibilities listed in the job description, especially around client support and document management.
✨Show Off Your Organisational Skills
Prepare examples that showcase your organisational abilities. Think about times when you successfully managed multiple tasks or maintained accurate records. This will demonstrate your attention to detail and proactive mindset, which are key for this role.
✨Practice Your Communication
Since you'll be liaising with clients and colleagues, practice clear and concise communication. Consider role-playing common scenarios you might encounter, like issuing Letters of Authority or chasing documentation, to show you're ready for the real deal.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
